YetiForce CRM

YetiForce CRM

YetiForce Sp. z o.o.
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About

Since 2001, E123 has built a name for itself in the insured and non-insured product platform arena. E123 empowers over 250,000 agents who provide more than 14,500 unique products to over 1.6M active members. The E123 Platform supports every step along the way from member enrollment, through policy lifecycle management, providing seamless recurring billing per your product plan and organizational specifications, and efficient agent and membership management. The flexibility of the E123 Platform allows for customizations best suiting your business model and needs.

About

Are you looking for a system to boost your sales? Do you want to improve your relationships with customers? Do you want to contribute to the fastest growing open source project on GitHub? You can use YetiForce completely free of charge. With YetiForce’s help you will manage 12 business processes in your company, no matter the size. YetiForce’s open source code was released under a very flexible and liberal license, which gathers a large and active community around the project. You too can contribute to it no matter if you are a professional programmer or software development is just your hobby. Download YetiForce for free and find out why you should become one of more than 250,000 people who already use it.

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

Insurance companies searching for an advanced Billing and Invoicing solution

Audience

Small business, Large enterprises, Medium business

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

Free
YetiForce is open source, so it is free for an unlimited number of users.
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 5.0 / 5
ease 4.8 / 5
features 4.9 / 5
design 4.7 / 5
support 4.9 / 5

Pros & Cons from Real Users

Pros

  • It’s a free alternative to some very popular and very expensive CRMs everyone knows. It’s also open source, which makes it even better as you no longer depend on the software producer.
  • It helped us switch from several applications used for different purposes to just one - YetiForce. Now everything is neatly organized and can be easily found. YetiForce is free and offers free support.

Cons

  • sparse documentation seems to be the biggest issue
  • Can't really complain about anything, there are no major flaws.

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Enrollment123
Founded: 2001
United States
sales.enrollment123.com

Company Information

YetiForce Sp. z o.o.
Founded: 2014
Poland
www.yetiforce.com/en/

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YetiForce CRM

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Categories

Categories

Billing and Invoicing Features

Billing Portal
Contact Database
Contingency Billing
Customer Portal
Customizable Invoices
Dunning Management
Hourly Billing
Invoice History
Mobile Payments
Multi-Currency
Online Invoicing
Online Payments
Payment Processing
Project Billing
Recurring/Subscription Billing
Service Ticket Billing
Tax Calculator

CRM Features

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Billing and Invoicing Features

Billing Portal
Contact Database
Contingency Billing
Customer Portal
Customizable Invoices
Dunning Management
Hourly Billing
Invoice History
Mobile Payments
Multi-Currency
Online Invoicing
Online Payments
Payment Processing
Project Billing
Recurring/Subscription Billing
Service Ticket Billing
Tax Calculator

CRM Features

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Accounting Features

Accounts Payable
Accounts Receivable
Bank Reconciliation
Billing & Invoicing
Cash Management
CPA Firms
Cryptocurrency Support
Expense Tracking
Fixed Asset Management
Fund Accounting
General Ledger
Government
Multi-Currency
Nonprofits
Payroll Management
Project Accounting
Purchase Orders
Tax Management

Collaboration Features

Brainstorming
Calendar Management
Chat / Messaging
Contact Management
Content Management
Document Management
Project Management
Real Time Editing
Task Management
Version Control
Video Conferencing

ERP Features

Accounting Integration
Accounting Management
CRM
Dashboard
Distribution Management
Enterprise Asset Management
Financial Management
HR Management
Inventory Management
Order Management
Project Management
Purchase Order Management
Purchasing
Reporting/Analytics
Sales Management
Supply Chain Management
Warehouse Management

Help Desk Features

Alerts / Escalation
Automated Routing
Community Forums
Customizable Branding
Document Storage
Email Integration
Incident Management
Interaction Tracking
IT Asset Management
Knowledge Base
Known Issue Management
Live Chat
Multi-Channel Communication
Multiple Brands / Products
Network Monitoring
Real-time Chat
Self Service Portal
Service Level Agreement (SLA) Management
Ticket Management

IT Management Features

Capacity Monitoring
Compliance Management
Event Logs
Hardware Inventory
IT Budgeting
License Management
Patch Management
Remote Access
Scheduling
Software Inventory
User Activity Monitoring

Project Management Features

Agile Methodologies
Budget Management
Client Portal
Collaboration Tools
Cost-to-Completion Tracking
Customizable Templates
Gantt Charts
Idea Management
Kanban Board
Milestone Tracking
Portfolio Management
Resource Management
Time & Expense Tracking
Traditional Methodologies

Integrations

Bria
Google Maps
Jitsi
Magento
Microsoft Outlook
WooCommerce

Integrations

Bria
Google Maps
Jitsi
Magento
Microsoft Outlook
WooCommerce
Claim Enrollment123 and update features and information
Claim Enrollment123 and update features and information
Claim YetiForce CRM and update features and information
Claim YetiForce CRM and update features and information