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About

ActionClient, for SMEs and the self-employed, lets you concentrate on sales and prospecting. CRM for SMBs, small businesses, freelancers, and sales reps – simple, easy, and effective to boost your sales. The only customer relationship manager made by salespeople for salespeople. You’ll be interested in this tool if you’re a small business, SME, VSE, startup, or freelancer, and your priority is to develop your business. A company is only as good as its customers, so your priority is to serve them as well as possible so that they stay and to attract new customers. Representatives and agents in the following sectors: insurance agents, real estate brokers, financial advisors, financial planners, multi-card representatives, and brokers in all fields. Customer service agents who want to provide personalized service and develop a new customer base.

About

Steve the Clerk is a CPQ software that enhances the information flow of your business. In other words, it is enabling your salespeople to effortlessly create accurate and flawless quotes, orders and other documents of your customized products and services. Steve enables your salespeople to quickly generate accurate and comprehensive quotes and other documents. To make it clear, you can create these documents for both internal and external needs. As a result, Steve the Clerk CPQ software helps you to achieve efficient and effortless information flow. Companies often manifest how customer-focused they are, yet at the same time, their processes are not supporting this idea. Instead of your salespeople spending most of their time on preparing quotes, finalising orders and double-checking the information on the documents, Steve the Clerk enables them to really have the time to focus on the customer, which will result in more and better sales as well as happier and more loyal customers.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

SMEs looking for an CRM solution to boost their sales

Audience

CPQ platform that helps companies boost their sales cycle

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

ActionClient
Canada
actionclient.com/en/

Company Information

Steve the Clerk
Founded: 2017
Finland
stevetheclerk.com

Alternatives

Alternatives

Steve

Steve

Trissino
Steve AI

Steve AI

Animaker
FYRST

FYRST

FYRST Banking
TallyHo

TallyHo

Front&Back

Categories

CRM

Categories

CPQ

CPQ Features

2D Drawing
3D Modeling
Approval Workflow
eCommerce
Guided Selling
Product Configurator
Proposal Generation
Quotes / Estimates
Renewal Management
Self Service Portal

Integrations

No info available.

Integrations

No info available.
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