Alternatives to Sensei CRM

Buildxact is a construction management software that is easy to use for contractors, residential builders, and remodelers. It helps them manage their projects smoothly and efficiently. Transform your business with one system, from the first takeoff to the final invoice. Streamline estimation - Create takeoffs faster and get quotes 5x faster. Buildxact is cloud-based so you can get up and running in no time. Save time by ditching paper plans and spreadsheets! Buildxact digital takeoffs let you scale plans and measure with a few mouse clicks. Quickly measure and count materials knowing your numbers are correct. Easily move material counts into your estimate with online tools and pricing that are 5X faster than paper and pencil. Estimates that clearly lay out materials, labor and overhead for the client. Professional quotes that win more jobs. Find out today with a free trial!

Bidtracer was developed by two highly engineers, combining expertise in mechanical, electrical, and computer engineering. This innovative tool serves as a specialized sales operations and channel partner solution specifically designed for the commercial construction sector. The tool simplifies the process of initiating sale opportunities, creating bid tracking plans, and specs, while also inviting subcontractors for assistance. This allows users to swiftly utilize the estimate tool to draft and send out proposals to customers. It assists sales professionals in automating their follow-up process with bids, enabling them to track and determine the winning contractor. This ultimately maximizes their chance of successful closing sale projects. Efficient project management is crucial to optimize time and maximize profits in construction projects. By automating various project management tasks, we can streamline operations and simplify all aspects of the project’s operational side.

eRep CPQ (configure Price Quote) software allows manufacturers and distributors to simplify complex quote-to order processes using a modern cloud platform. eRep allows sales teams to quickly quote accurately and sell smarter, while accelerating growth through faster sales rep onboarding, enhanced customer experience, and enhanced business intelligence. eRep acts as an independent bridge between your ERP and CRM while remaining platform agnostic – meaning that you don't need to use a specific ERP or CRM to take advantage eRep’s CPQ capabilities. eRep is a tool that can help you manage your sales pipeline, from guided selling to multi-channel sales, and it can even be used by independent reps to help you onboard new employees faster. eRep is more than traditional CPQ. It includes selection software and product-specific document generation - including technical drawing - making it an excellent choice for manufacturers!

BizAutomation automates your ENTIRE business without any of the "Good, Better, Best", "Sell by the App", or "Teaser Pricing" shinanigans so prevelant with Big Tech software these days. If you like where this is going, take a look at our cloud business suite, the most comprehensive in the industry. It includes: Operations management, ERP, Order Management with Shipping & Fulfillment, Procurement, Accounting (no need for QuickBooks), Warehouse Management, Inventory Management, Ecommerce, MRP, and Workflow Automation, all wrapped up in a single cloud suite designed exclusively for growing small businesses. We're a transparent U.S. based family owned software company with old fashioned values that gets directly involved in our customer's success... Meaning we're a "customer" not "consultant partner" first advocate. If you're a wholesale distributor, retailer, have a shop flor where you assemble or manufacture, or are some combination of all these, you just might find that we're the perfect fit.

InsureCert, a cloud-based insurance policy management system, is suitable for brokers, general agents, insurers, and managing general agents. InsureCert offers a central platform that allows users to create online shops, manage quotes, collect payments, and even issue property and casualty policies. InsureCert allows users to create white-label websites with custom landing pages. InsureCert offers a multi-rater pricing engine that allows users to create quotations and send invoices to customers instantly.

QUOTE SMARTER. FASTER AND MORE PROFITABLY One incorrect quote can ruin your reputation and hard-earned reputation. A wrongly quoted price can make a deal go sour. Don't put your business at stake. servicePath is a configurate, price and quote (CPQ), platform that makes complex quotes easy. ServicePath makes it easy to create quotes that take hours and involve multiple departments. ServicePath allows you to view all the latest cost elements and solution configurations on one platform, reducing the risk of issuing a poor quote. ServicePath makes it easier to do business with you.

Top manufacturers, representatives, and distributors opt for NEHANET primarily to enhance their revenue and profitability through the automation and optimization of various business processes, which ultimately leads to improved efficiencies in Sales, Manufacturing, Operations, Support, and Marketing. Our comprehensive solutions facilitate everything from the tracking of design wins and sample orders to overseeing global pricing, contracts, and actuals, all while enhancing forecast accuracy and demand planning. Furthermore, we assist in managing debits, POS, representatives, customer support, and field and factory application engineers, ensuring that our clients maintain a robust web presence and effective marketing strategies. This results in High Tech Manufacturers gaining complete visibility into their operations from every angle. Available 24/7, our systems are utilized globally by users who are dedicated to achieving excellence for their companies or their representatives and distributors, all with a shared objective of outperforming the competition. In a rapidly evolving market landscape, our commitment to innovation and efficiency remains unwavering, driving our clients toward sustained growth and success.

Driven and ambitious energy management teams leverage Energy Sensei to enhance their initiatives and attain even greater levels of success. This strategic energy management software platform connects individuals, activities, and vital information seamlessly. Energy Sensei serves as a central location for energy teams to quantify savings, monitor project execution, implement persistence strategies, report outcomes, and export necessary data. Designed to alleviate logistical burdens and minimize reporting frustrations, Energy Sensei allows you to concentrate on your primary objective: conserving energy. By utilizing Energy Sensei, you can effectively harness your energy data to its fullest potential. This platform can energize your corporate energy initiatives and serve as the cornerstone of your strategic energy management program. For many energy leaders, time is a precious commodity, and the last thing you need is to waste it searching for data, sifting through your email, manually updating spreadsheets, or making phone calls to verify data accuracy. Moreover, if your energy program depends on a single individual, the need for efficiency becomes even more critical. Energy Sensei not only streamlines processes but also empowers your team to focus on impactful energy-saving strategies.

Solar eCRM is an all-encompassing Customer Relationship Management (CRM) system tailored specifically for the solar sector. This cloud-based solution facilitates a completely automated workflow, allowing you to concentrate on enhancing growth and profitability. With its straightforward setup, you can easily initiate the automation of your daily solar business operations using this robust and adaptable platform. Gain superior control over your leads, as all necessary information is readily available at your fingertips, ensuring that you never overlook a potential lead. The system enables you to generate precise, detailed quotes and deliver them to clients without delay, in addition to offering solar benefit analyses that account for all associated costs. Orders are processed seamlessly, maintaining oversight of customer details, site specifics, installer information, and product requirements. You can monitor profit margins using standardized pricing for sales orders, while also creating organized job packs for installers to reduce installation challenges. Additionally, it allows you to lodge and track STC claims efficiently, along with providing connection and rebate forms to bridge the gap between installers and clients, ensuring a smooth operational flow throughout the entire process. Ultimately, Solar eCRM empowers your business to maximize efficiency and customer satisfaction in a competitive market.

Bizns Tool Software is ideally suited for various specialty trade contractors, including electricians, foundation specialists, steel structure builders, framers, masons, and glass and glazing experts, among others. Managing bids and proposals via email can be a daunting task, but Bizns Tools provides construction subcontractors with an effective way to streamline their project organization and participation. The platform simplifies the process of generating quotes for bid invitations, making it easier to keep project managers and general contractors informed at all times. It effectively tracks all expenses, from the Initial Approval Estimate to ongoing approved change orders, giving users a comprehensive overview of the project's financial landscape. This clarity is a key differentiator for Bizns Tool. Its user-friendly yet robust interface empowers users to efficiently handle daily project activities and resource allocation. Furthermore, you can rest assured that payments will never slip through the cracks, as Bizns Tool keeps meticulous records of project invoices and payments, ensuring financial peace of mind. In this way, Bizns Tool not only enhances project management but also fosters better collaboration among all stakeholders involved.

StartProto effortlessly merges with your current workflows, enhancing the entire manufacturing journey from quoting to cash flow. Our software, designed to be both lightweight and robust, helps modernize your operations and streamline processes. For job shops, precisely determining the production costs of parts or services is essential for maintaining a competitive edge and ensuring profitability. Traditional quoting methods often overlook critical elements such as run time, setup time, and material costs, which can result in miscalculations that lead to significant financial setbacks. Our innovative solution empowers job shops to incorporate all these vital factors into their quoting process. By factoring in run time, setup time, and material costs, manufacturers can generate more precise quotes, preventing issues like underbidding or overcharging. This level of accuracy not only helps retain competitiveness in the market but also fosters customer trust through transparent and equitable pricing practices. Ultimately, StartProto positions your business to thrive in an ever-evolving manufacturing landscape.

A logistics CRM or transportation CRM software serves as a centralized hub for managing customer relationships, enhancing both the presales and post-sales processes to elevate the service quality provided by the sales and customer service teams while standardizing their operations. Additionally, it facilitates freight quote management for logistics and transportation services utilized by various shipping companies, accommodating multiple tariffs and metrics such as payload, TEU, weight, volume, and units. This system enables the seamless sending of quotes via email in diverse formats and currencies, complete with detailed tariffs and personalized layouts. Built on the Dynamics CRM platform, it empowers businesses to concentrate on their core activities, implement a standardized workflow in the sales process, and ultimately drive sales growth while ensuring customers receive appropriate support, leading to a more productive sales team overall. Moreover, this software contributes to streamlining communication and fostering stronger customer relationships, resulting in enhanced operational efficiency across the board.

Harness the power of remarkable AI experiences. Crafting and providing an exceptional customer journey can be a challenging task. With Adobe Sensei, the complexities are simplified through the use of artificial intelligence and machine learning, enabling effortless creation, informed decision-making, and more effective marketing strategies. Don’t miss our latest video to discover the potential of Adobe Sensei. This tool ensures the fulfillment of digital document promises by facilitating seamless experiences. It also allows for ongoing assessment of campaign effectiveness to refine ad distribution. Captivate your audience with tailored offers, personalized subject lines, and optimal delivery schedules. Moreover, it anticipates customer behavior by analyzing various attributes, distinctions, and conversion factors, ensuring your marketing efforts are both strategic and effective. By leveraging these insights, businesses can enhance their engagement and drive better outcomes.

Stock-Aware CRM and eCommerce platform for Wholesalers, Distributors, and Manufacturers. You can sell more in less time every time. Be a prospect hero. What is Stock-Aware CRM? Manufacturers, Wholesalers, Distributors and Distributors know that selling physical products B2B presents unique operational challenges. This means that ordinary CRM's fail. Stock-Aware CRM is different. Prospect is a new Stock-Aware CRM specifically designed for Wholesalers, Distributors, and Manufacturers who sell physical products to B2B. Prospect integrates customer, inventory, and product data to streamline B2B CRM processes. Your team will be able to save time, increase sales, and maximize profits. Prospect combines the best aspects of traditional CRM - Marketing Sales Pipelines and Customer Service Management with the reality of selling B2B products. This includes special pricing, back orders and product information, as well as quoting, ordering and inventory management.

MasterStream ERP is dedicated to serving the telecommunications sector by offering innovative software and streamlined process solutions. Our offerings can enhance your sales operations through ready-to-deploy automation systems or flexible tools designed for seamless integration with your current platforms. As the most reliable solutions in the telecom industry, we specialize in automating sales distribution needs and managing catalogs for wholesale, direct, and channel sales. By facilitating connections between agents and providers, we ensure that quotes and orders are generated quickly and efficiently. Our solutions enable you to manage your operations smoothly and work more effectively. The unique ecosystems created by MasterStream have become indispensable in marketing, fostering connections among telecom professionals while boosting provider visibility and sales opportunities. This service is known as CPQaaS, or Configure Price Quoting as a Service, which combines the strength of telecom's leading quote engine with your existing software applications. By integrating these powerful tools, businesses can achieve significant improvements in their sales processes and overall performance.

Upon connecting to the Simple CRM interface, users are greeted with the Simple CRM desktop, which prominently displays the day's interactions such as tasks and appointments, providing a clear overview of appointment reminders. This online CRM software requires only a web browser for access, ensuring compatibility with all devices. Additionally, a mobile application enables offline work on smartphones and tablets for added convenience. Users can manage multiple companies from a single Simple CRM instance, and they have the option to utilize the Simple ERP module for generating quotes, purchase orders, and invoices. Furthermore, HaPPi delivers between four to six potential customers to sales representatives daily by leveraging a "Big Data" database it has assembled, containing around 30 million company records based on an "ideal" customer profile tailored for each user. This innovative approach not only enhances lead generation but also streamlines the sales process for businesses.

Finally, a digital sales platform purpose-built for manufacturers that unites CRM, CPQ, and Commerce! Accelerate your sales process, win more deals and get ahead of your competition faster than you think. Our end-to-end sales software flawlessly aligns your customers’ requirements with your production capabilities in ERP and unites all your sales processes on one platform: CRM, CPQ, and Commerce.

Are you frustrated with quoting software that fails to evolve alongside your business? Clarity Software is here to help you work more efficiently. From the very first day, you can expect consistency, transparency, and assurance of profits. With automatic invoice generation from the confirmed quotes sent to your customers, you can trust that each invoice is accurate and professionally branded thanks to our customizable templates. Eliminate the hassle of following up on payments, as you can create intricate quotes in mere seconds and monitor progress until the job is completed. No more guessing—gain access to real-time pricing through comprehensive price lists. These lists allow you to categorize products from various suppliers as well as those that you manufacture in-house. Effectively manage your bill of materials and evaluate your cost versus profit margins. Keep track of all customer interactions seamlessly, from initial leads to finalized sales. Dive into your data to uncover insights on your successes and areas for improvement, ensuring you stay competitive in the market. With Clarity Software, you can streamline your operations and focus on driving growth.

AtemisCloud CRM, leveraged by 1,500 companies across diverse industries and backed by 22 years of expertise, offers a comprehensive suite of modules to streamline your sales management. You can effortlessly create quotations and adapt the system to fit your unique workflow. Additionally, it allows you to share data and files with clients and partners seamlessly. All components of AtemisCloud are interconnected within a single platform, eliminating the need for disparate solutions and the inefficiencies of data integration and replication. Since its establishment in 1998, our mission has been to create a customizable all-in-one solution suitable for every customer and sector. Various AtemisCloud packages are available, allowing for quick and easy setup in just minutes. Capitalize on our extensive experience and the skills we've developed in serving 1,500 international clients, ensuring you have the tools necessary for comprehensive business management. With AtemisCloud, you can enhance collaboration and efficiency within your organization, paving the way for greater success.

Klipy CRM is designed for small and mid-sized businesses. Klipy combines a clean and intuitive interface with powerful sales assistants, workflows and automation to automatically synchronize your email conversations and meetings. Klipy is a powerful tool that streamlines your business growth. It has many features, including conversation mining, meeting assistants (including drag-and-drop), automatic follow-ups, sales coaching and more.

Innovative experiences, streamlined workflows, and curated content are tailored to enhance distribution and simplify the investor service functions for global asset managers, private equity firms, real estate organizations, hedge funds, credit institutions, and funds of funds. A CRM specifically designed for your industry allows you to efficiently manage contacts, investors, prospects, commitments, and deals. It offers branded, institutionally wrapped communications suitable for private placements. This portal serves as an ideal entry point at a competitive price, particularly for firms lacking a dedicated portal, enabling rapid deployment and a polished presentation to investors. It encompasses all essential workflows and tools necessary for effective reporting and communication. By integrating CRM and performance dashboards, it elevates the Essentials Portal significantly. This solution is particularly useful for firms looking to transition away from Excel or other outdated methods of contact and investor relationship management, allowing them to operate more professionally and enhance their reporting capabilities. Ultimately, this platform empowers firms to elevate their standards and streamline operations, setting them apart in a competitive landscape.

Experience.com, an enterprise experience management platform that is fully automated, can be used to manage social media. *Receive feedback at every moment of the customer journey. *Build the best CX and EX programs to drive behavior, analyze feedback data and win. *Deploy workflows or APIs to place experience data where it belongs in order to drive business results. Our Products Core platform - The Experience Management Platform +Campaigns (Surveys). +Reviews Management +Listings Management +Workforce Engage +Professional Profiles +Social Media Monitor Experience.com offers more information about our product offerings. *Pricing will be adjusted based on the company size and number of users. For more information, please contact our support and sales teams.

Axonaut serves as the comprehensive solution that combines incredible power, efficiency, and user-friendliness, all while remaining budget-friendly. Operating a small business can be challenging, and you deserve a CRM that simplifies your processes. Consolidate all your contacts in a single, easy-to-use platform. Enhance productivity and ease in managing customer relationships. Effortlessly create branded quotes and invoices, and convert them into invoices with just a single click. Oversee revenues, expenses, and cash flow seamlessly. Keep track of bank transactions and account balances with clarity. Access in-depth statistics to inform your decisions. Streamline your accounting tasks through automation. Tailor your export methods and formats to suit your needs. Oversee organization-specific accounting codes. Launch and oversee marketing campaigns via email and text message. Organize and segment your mailing lists using multiple criteria for a more focused outreach strategy. Additionally, manage your workforce and associated expenses through the Staff Registry to optimize operational efficiency.

Raptech is a comprehensive digital business management platform hosted in the cloud, designed to assist expanding companies in automating essential processes such as Lead-to-quote, order-to-cash, source-to-pay, and record-to-report. By implementing effective workflows, businesses can achieve complete control over their operations. The integration of AI-driven analytics facilitates immediate, data-informed decision-making. With the right processes and tools to manage the sales pipeline and forecast, sales teams can enhance their effectiveness and efficiency, ensuring that potential leads are transformed into valuable business opportunities. Additionally, optimizing order fulfillment, billing, and payment collection can significantly boost profitability. Revenue forecasting plays a crucial role in shaping strategic decisions that aim to maximize earnings. Analyzing spending trends is vital in making informed decisions regarding cost management. Furthermore, a well-structured spend forecast is essential for closely tracking and addressing issues before they escalate. Ultimately, enhancing working capital and cash flow management not only improves operational efficiency but also contributes to a greater return on capital, thereby ensuring sustained business growth. By focusing on these areas, companies position themselves for long-term success and resilience in a competitive market.

Both iterations of RedHorse, including RedHorse CRM and the all-encompassing RedHorse Business Manager, are equipped with an impressive array of features. Whether your requirements involve group calendaring, activity tracking, social media connectivity, managing marketing campaigns, creating custom surveys, generating quotes, handling support tickets, overseeing workflows, or integrating billing solutions, these tools have you covered. However, not every business will utilize every function, so why should you be overwhelmed by unnecessary options? RedHorse allows you to fully tailor your working environment to suit your preferences. With just a few clicks, you can easily disable the functionalities that you find irrelevant. Recognizing that each business operates uniquely, RedHorse ensures that your software adapts accordingly. You have the flexibility to establish numerous user-defined fields as needed, allowing for a personalized approach to the data you wish to collect, view, or manage. This adaptability fosters a more efficient and streamlined workflow, ultimately enhancing your overall productivity.

NO-CODE CRM, a cloud-based configurable CRM, includes website and client/vendor portals. Our CRM is highly configurable and flexible. It can be customized to suit your business processes. We can create a custom CRM to meet your needs. There are many built-in tools that you can use as soon as your account is opened. We can help you customize the functionality, reports, and experience to meet your CRM needs. The following are some of the key functionality: Client database Clients can communicate via SMS and email Monitoring client activity Notes Follow ups and scheduling appointments Design and host your website in the same location as CRM Invoice clients Clients can pay online with a credit card Online estimates, quotes, and orders for clients Online inventory management with online shop and shopping cart Clients can access online helpdesk Online advertising

Take command of your contacts using the Contact Boss CRM Database Manager, a user-friendly yet robust tool designed to help you monitor and manage the individuals who influence your organization. With Contact Boss, you gain control through advanced search capabilities, detailed reporting, extensive auditing options, and security measures that ensure your business operates efficiently. Our features are designed to assist you in constructing, searching, and preserving the integrity of your CRM database effectively. The pricing for Contact Boss is both simple and transparent, allowing you to oversee your contacts database without hidden fees. Explore our functionalities and discover how to seamlessly access your contacts database with ease. Contact Boss consolidates various types of contact information within a single, easily searchable database. Not only is Contact Boss straightforward to learn and navigate, but we also provide exceptional customer support. Subscriptions for Contact Boss begin at just CAD $8.33 monthly when billed annually, making it an accessible choice for organizations of all sizes. You'll find that using Contact Boss significantly enhances your ability to manage your contacts efficiently.

KONDESK CRM is a powerful software designed for immigration agents and education consultants. It offers comprehensive features, including lead management, task management, document management, and more. The CRM provides a 360° customer view, allowing easy access to client details, services requested, and follow-up information. It also offers appointment flexibility and integration with platforms like Microsoft Teams. With KONDESK CRM, businesses can efficiently manage client accounts, invoices, and payment history. The KONDESK dashboard provides real-time data on lead count, statistics, and business growth, enabling businesses to track their performance. The CRM also offers business intelligence capabilities, including comprehensive reports and analytics, allowing businesses to gain valuable insights and optimize their performance. In summary, KONDESK CRM is a feature-rich software that empowers immigration agents with efficient lead management, task management, document management, and business intelligence for overall productivity.

Intalk.io is a comprehensive call center software solution based in India that offers advanced communication features suitable for enterprises. This platform integrates various business communication methods—including voice, email, SMS, web chat, and social media—into a cohesive and powerful Customer Experience Management system. With its Cloud Contact Center Software, users enjoy a streamlined experience as innovative solutions simplify workflow management. For those prioritizing customer experience, Intalk.io is the perfect choice! It guarantees that your customers enjoy a hassle-free interaction with your brand. This call center management software is designed to help you navigate any challenges while fostering stronger connections with your clientele. Satisfied customers become your most effective marketers, spreading positive word-of-mouth about your offerings. A focus on enhancing customer experience is not just beneficial, but essential for the growth and success of your business. Ultimately, investing in your customers’ satisfaction will yield lasting dividends for your brand.

The TurnLink Sales ManagerTM is an online Customer Relationship Management (CRM) solution tailored for manufacturers and their representatives. This software enables you to monitor the extensive data involved in the relationships among manufacturers, retailers, and distributors. With TurnLink, you can easily export orders to any version of Intuit's QuickBooks, streamlining your order processing. By providing each representative with a TurnLink account for online order placement, you can safeguard your QuickBooks file from unauthorized access. This feature helps to prevent the redundancy of entering orders into two separate systems. To ensure seamless operation, a range of customization options is offered, keeping TurnLink and QuickBooks perfectly aligned. Additionally, the TurnLink Sales Manager boasts a robust order form designed to accommodate direct orders, including sample requests and multiple warehouse needs, as well as the intricate requirements of third-party distributor Turnover orders. This flexibility makes it an invaluable tool for managing complex sales environments effectively.

Intelligent, integrated manufacturing and business software for Mac & Windows – for UK accounting, CRM and stock control. MRP tools enable companies to forecast demand and control the production of costed Bills of Materials through production routes. They also automatically generate required Works Orders or Purchase Orders. Lineal Software Solutions Ltd., a UK-based Software Development Team, developed and supported this product.

Share your expertise and expand your professional connections by creating an online course with Sensei LMS. This platform seamlessly integrates with your WordPress site, simplifying the process of designing courses, lessons, and quizzes. There's no need to waste time hiring a developer to enhance the appearance of your courses; Sensei LMS is compatible with your chosen WordPress theme. Utilize quizzes to reinforce your students' grasp of essential concepts while assessing their learning journey. Developed by Automattic, the team responsible for popular products such as WordPress.com, WooCommerce, and Jetpack, Sensei LMS offers a robust solution for online education. By leveraging this tool, you can effectively nurture your brand and reach a wider audience. Embrace the opportunity to transform your knowledge into a valuable resource for others.

TOPIX is a versatile software solution that offers a wide array of services tailored to meet various business needs. As your company's requirements evolve, TOPIX can be seamlessly expanded to accommodate growth. The interface is designed for clarity and organization, ensuring that data entry is streamlined and reducing the risk of duplicate information. By providing a comprehensive ecosystem, TOPIX eliminates the necessity for additional standalone applications. Users benefit from an integrated view of their data, allowing for immediate access to all pertinent information. Furthermore, transaction data can be directly transformed into appointments and offers, minimizing the need for departments to re-enter information that is already available. This enhanced visibility simplifies tasks, enabling teams to operate more efficiently, with reduced stress and fewer mistakes. The improvements in time management are evident, leading to an increase in productivity: Our solution optimizes workflow management within your organization. TOPIX is ideal for those seeking software that enhances efficiency and facilitates the automation of their business processes, ultimately driving success. In a rapidly changing business environment, TOPIX stands out as a key ally in achieving operational excellence.

Transforming your data into a digital format ensures that your customer records are readily accessible whenever you need them. With all your customer and sales information centralized in a single database, you can effortlessly locate any customer, order, or payment details at any moment. Our software encompasses essential daily operations utilized by various small businesses, including CRM, invoicing, accounting, reporting, point of sale, inventory management, order fulfillment, credit card processing, and customizable workflows. By merging these vital features into one cohesive solution, you eliminate the hassle of entering data into multiple systems or managing numerous platforms simultaneously. This system consolidation not only reduces software expenses but also significantly minimizes the time wasted on redundant data entry. Moreover, with our integrated credit card processing feature, you can operate countless virtual cash registers, removing the need to rent outdated credit card machines or pay for the phone lines they require. Ultimately, this streamlining leads to greater efficiency and cost-effectiveness for your business.

Effectively oversee your business prospects while fostering a tailored relationship with your clientele. You can manage your entire organization online at your convenience, regardless of time and place. Our fully Cloud-based solutions provide you with access from any device, ensuring you stay connected wherever you are. Start with only the users you need today, then scale up without limitations as your requirements evolve. We are committed to supporting your growth journey. With our 100% Cloud approach, you can eliminate worries about physical locations, hardware, or infrastructure. Experience the control and assurance necessary to operate your business with optimal flexibility and security. Whether you aim to implement our best management practices or create custom processes and integrations, our dedicated team is here to assist you in achieving your goals. Additionally, our solutions are designed to adapt as your business evolves, ensuring long-term success and innovation.

Neetrix® business software simplifies the process of expanding your enterprise. The Neetrix Contacts CRM system enables efficient organization of all your contacts, including prospects, leads, customers, and suppliers. It aggregates data from all Neetrix applications, ensuring everything is centralized for easy access. Neetrix Accounting offers a fully integrated and user-friendly accounting solution, delivering not only periodic reports and VAT returns akin to a comprehensive accounting package, but it also seamlessly connects with Neetrix Contacts, BackOffice, and StoreFront for total automation of customer billing, job costing, invoicing, product ordering, and sales transactions. Meanwhile, Neetrix BackOffice serves as the command center for your business operations, providing an exhaustive overview of all scheduled tasks, jobs, events, and actions undertaken by your entire team, including any external contractors. This interconnected approach allows for greater efficiency and clarity in managing your business processes.

Optimize your advertising operations workflows to save your teams countless hours in campaign setup and management. Seamlessly connect with various ad servers, including custom solutions, and integrate with your entire technology ecosystem. Voiro simplifies the process, allowing you to focus on what matters most. Equip your teams with insightful data, keeping them informed about growth opportunities, potential revenue losses, and a comprehensive range of reports. This support enables them to drive significant growth for your organization. Transform your revenue indicators from trailing to leading by utilizing real-time, precise revenue projections across all channels and business segments. Reduce your monthly accounting and billing procedures to mere minutes with Voiro’s real-time revenue reconciliation capabilities. Automate and customize revenue reports that comply with widely-used ERP systems, all supported by Voiro’s commitment to accuracy. Achieve total transparency in your operations through Voiro’s APIs, which effortlessly push revenue data into all your downstream systems, ensuring you stay ahead in the competitive landscape. With these tools, you can focus on strategic growth while Voiro handles the complexities.

The Symphony billing system empowers businesses to swiftly and effortlessly launch new products or applications within their current operational frameworks. You can choose to integrate only the necessary modules or adopt a comprehensive end-to-end solution, allowing our flexible and scalable platform to expand alongside your needs. With Symphony’s real-time data transaction management and mediation, you gain insights into your customers’ accounts, enabling you to manage these relationships more profitably. Revolutionize your journey from quote to cash and secure more sales while gaining a competitive edge through tools and insights that facilitate a rapid transition from proposal to payment. Create tailored quotes and specify products easily, as customer approval initiates workflows based on the selected products. Final quotes can be issued complete with automatically generated cover letters and product brochures, while you also benefit from detailed reporting on quotes issued and orders by region or agent. This comprehensive approach ensures seamless business process automation and management throughout your operations. Ultimately, Symphony not only enhances efficiency but also fosters deeper connections with your clients.

Ikeono empowers retailers of various scales to enhance their operations by streamlining communication through text messaging. This comprehensive platform provides services such as business text messaging, automated requests for reviews, secure Text-to-Pay options, and converting web chats to text, facilitating the transition of site visitors into customers. Retailers can also utilize SMS to automate feedback collection for the Net Promoter Score (NPS), allowing them to mend customer relationships or elevate the voices of their advocates, and manage all customer interactions seamlessly via a centralized inbox. With integration into Lightspeed POS, businesses can send texts directly from the app, including sales receipts, quotes, updates on work orders, alerts for special orders, and automated campaigns for NPS and reviews. Originally introduced in 2018 as an app specifically for bike shop services, Ikeono has broadened its reach across multiple sectors including biking, golfing, jewelry, pets, and boutiques, introducing features such as text-based payments, automated review processes, and scheduled messaging to meet diverse business needs. This versatility ensures that retailers can adapt to customer preferences and foster stronger connections.

Introducing a cloud-based dealer management system tailored for marine, RV, power sports, golf cart dealers, repair shops, and marinas. This comprehensive solution streamlines various functions including parts management, service and work order management, unit sales, quoting, customer relationship management (CRM), and lead management within an intuitive platform. With no upfront fees or binding contracts, you can experience the benefits without any financial risk. The system features automatic updates for OEM and distributor price files, the ability to export stock orders, and advanced ordering algorithms that assist in maintaining optimal inventory levels. If your business involves the storage of boats or vehicles, BiT offers a bird's-eye view of your facility while efficiently managing billing, deposits, and pre-payments. By minimizing the time spent on spreadsheets and uncoordinated systems, you can dedicate more energy to expanding your business and enhancing customer satisfaction. Whether your focus is on sales, service, managing slips and storage, or a combination of these aspects, you have the flexibility to select only the components of BiT that align with your business needs. This personalized approach ensures that you can tailor the system to best support your operational goals.

Enhance your sales and boost the efficiency of your sales force with our user-friendly CRM system, designed to help you save both time and money. Effectively capture, oversee, and bill for your time, while simultaneously elevating customer service standards. Manage quotations, planning, tracking, and invoicing for your projects all from a single platform. With a fully integrated Customer Portal and Online Store linked to our ERP system, your operations will run smoothly. Recognizing that every business has its own unique needs, we offer customized system designs tailored to your specifications. Benefit from comprehensive inventory and stock control management across multiple warehouses, complete with bill of materials, barcode scanning, and additional features. Take charge of all your accounting needs with our all-in-one Accounting & Finance module that is seamlessly integrated. Our intuitive HR solution simplifies staff management, allowing for paperless handling of leave and expense claims, making HR processes easier than ever. Additionally, optimize your manufacturing workflows by managing costs, machinery, and raw materials efficiently. With our solutions, you will not only streamline operations but also drive growth and success in your business.

Adaptive provides a comprehensive, user-friendly, cloud-based, customizable ERP with multiple fraud risk mitigation controls. * Enhanced Security: A unique database and encryption key per client. Access controls & permissions are built into every module. A special 2-Factor Authentication login that is close to hack-free * Streamline your business. * Adaptive handles all setup: No need for integrators Key Functionality: * Document Management: Unlimited Folders & File Tags; Share files/ folders with teams, depts., stakeholders or 3rd parties. Find files in seconds with search by filter/tag * Portfolio & Project Management: Plannning, Skills, Capacity Utilitisation, RACI, Swimlanes, Gantt Charts, Patent-Pending Kanban-C & Dependencies, Critical Dependencies, ListViews, RFIs, Risk Registers, Time & Billing, Scheduling, Analytics * Integrated E-Commerce & ERP & CMS * CRM * Dashboards for teams, clients & suppliers * Automate Accounting (GL, AR, AP, Trial Balance, Ageing) & customised ledgers * Automate Invoicing & E-Payments * Purchase Orders * Inventory Management * MRP * Manufacturing * Maintenance & Work Orders * Job Costing, Quotes * Encrypted Messaging * Detailed Reporting & filters

Keep track of meetings, emails, calls, and internal notes all in one centralized system. You can easily store both generated and uploaded documents, ensuring that the entire history of collaboration is accessible in one location. This approach not only aids your own productivity but also enhances the service quality for your colleagues. Instead of forcing your organization to conform to the application, you can implement a customized solution that fits your needs. Tailor the forms to your specifications and utilize pre-existing solutions for efficiency. By sharing information centrally, you can significantly reduce the risk of duplication. Furthermore, information can be tagged and categorized for better organization. You can specify which details are essential for completion, and the recorded data can be filtered and compiled into detailed reports. This process allows you to gather insights for a deeper understanding of client preferences. Consequently, you can send out relevant quotes at the most opportune moments. Managing business relationships has never been more straightforward, making it easier to foster connections and drive success. With a streamlined system, you'll find your workflow significantly improved and more efficient than ever before.

Spiro is a next-gen CRM solution tailored for manufacturers and distributors, helping them drive sales and enhance customer engagement with AI-powered tools. The platform offers a single view of the customer, enabling businesses to track interactions, identify sales gaps, and automate outreach. With features like AI-drafted emails, order tracking, and customer health assessments, Spiro empowers teams to take proactive action, boost productivity, and streamline communication. It also integrates seamlessly with other tools, ensuring a unified approach to managing customer relationships.

iEnterprise CRM (iCRM) is a cloud-based platform designed specifically for small and medium-sized enterprises. This versatile multi-user system can be utilized across your organization to effectively oversee your salesforce and enhance revenue generation. It encompasses all elements typical of a conventional CRM, such as account management, contact handling, sales pipeline management, issue tracking, campaign oversight, workflow automation, and reporting capabilities. Seamless integration with widely-used small business applications like Gmail, Outlook, and QuickBooks is a standout feature! Additionally, we offer dedicated applications for Mac, iPhone, and Android devices. Beyond these standard features, it includes advanced functionalities such as tracking recurring revenue, generating quotes, and managing subscriptions, streamlining nearly every operational aspect of your business. This solution is tailor-made for the needs of small and medium-sized organizations. In contrast to Salesforce.com and similar platforms, iEnterprise CRM delivers a comprehensive suite of tools necessary for business operations without the need for third-party plugins, all at an affordable price point. Its user-friendly design ensures that even those with limited technical expertise can navigate the system with ease.