Easy CRMShoppias
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Insight Business ManagementScotia Software
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Related Products
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About
When your business looks at every transaction through the eyes of the customer, you cant help but deliver a better customer experience, which in turn increases loyalty to your company. Easy CRM software brings together all information from different departments throughout the company to give one, holistic view of each customer in real time. Manage and invoice projects with the powerful project management feature. Track time spent on tasks and bill your customers. Ability to assign multiple staff members on task and track timer per assigned staff. Build professionals and great looking invoices. Attach files and send directly to your clients. A subscription and audience management platform that automates accounting, fulfillment and operations. Kicks off the sales process to identify potential leads, and prepare for the forecasting of those sales in production in minutes. Win more business, Get paid faster. Forget about never ending sales process.
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About
Insight helps you maintain and grow your customer database. Have all your customer transactions and related information at your fingertips. Create custom databases to profile your clients. Attach documents to your clients and customer transactions. Insight is the perfect tool to maximise your new leads and existing customer sales. Profiling of your clients and having the right information available to you in real time gives you the edge over your competitors. Insight is a powerful scheduling system. All your company activities including all job information, staff leave, staff activities are available in various calendar and schedule views. Insight Business Management Software is built around task management. Capture all your business transactions into tasks and everyone knows exactly what is expected at all times. Use statuses and task assignments to control delegation.
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
Businesses looking for a software solution for their project management, sales management, support management, and customer management needs
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Audience
Companies searching for a Business Management platform that helps with customer transactions
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
$5 per month
Free Version
Free Trial
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Pricing
$25 per user per month
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationShoppias
Founded: 2016
Argentina
www.easycrmsystem.com
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Company InformationScotia Software
Founded: 2005
United Kingdom
www.binarytechnologies.co.uk/index.php/business-management-software/
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Categories |
Categories |
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Business Management Features
Billing & Invoicing
CRM
Employee Management
Financial Management
Inventory Management
Marketing Management
Order Management
Point of Sale (POS)
Project Management
Purchasing
Scheduling
Time & Expense Tracking
Training Management
Vendor Management
Workflow Management Features
Access Controls/Permissions
Approval Process Control
Business Process Automation
Calendar Management
Compliance Tracking
Configurable Workflow
Customizable Dashboard
Document Management
Forms Management
Graphical Workflow Editor
Mobile Access
No-Code
Task Management
Third Party Integrations
Workflow Configuration
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Integrations
No info available.
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Integrations
No info available.
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