ExxpertApps

ExxpertApps

Calvi Systems
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About

With a single integrated application you can manage contacts, companies, projects, opportunities, activities, documents, resources, mailings, landing pages, online registrations, surveys, online procurement, and much more. Your team will achieve higher levels of productivity by centralizing the information and files (but with selective access rights per user), by using specialized applications to do certain tasks (like mass mailings), and by easily coordinating projects with internal and external persons. Your company will be able to maintain the knowledge and experience inside by storing the key business processes in templates and by re-using this know-how in such a way that is continuously improved and updated. All your business data can be stored on our system adapting to your data model (number, type, and name of fields) without programming, just customizing the application with forms that you can create.

About

Identify duplicate contacts, companies, deals by any field and merge in bulk. CSV reports, flexible rules for picking master, preview mode and automation. Improve personalization by standardizing job titles, address, industry, and other text fields. Segment and create targeted campaigns using consistent data. Import from CSV using templates and flexible update controls in order to avoid creating duplicates or overwriting important data. Cleanse before import. Identify incomplete, improperly formatted, inaccurate data and fix it. Remove redundant data, fake contact emails and phone numbers, and other bad data. Bulk update records and fields using functions, for example, proper case names and remove whitespace, format phone numbers, and more. Easy ETL. Compare CSV to existing records inside your database, match rows to records by any field(s), to identify matching and missing records. Instead of exporting to CSV and wrestling with VLOOKUP, IDs, and SQL.

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Audience

Companies interested in a solution to make their team more productive

Audience

Companies searching for a customer data management platform

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Not Supported
24/7 Live Support Not Supported
Online Supported

API

Offers API Not Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

$50 per month
Free Version Not Supported
Free Trial Not Supported

Pricing

$5 per month
Free Version Supported
Free Trial Supported

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 Supported
Webinars Supported
Live Online Supported
In Person Supported

Training

Documentation Not Supported
Webinars Not Supported
Live Online Not Supported
In Person Not Supported

Company Information

Calvi Systems
Founded: 2007
Spain
www.exxpertapps.com

Company Information

Insycle
Founded: 2016
United States
www.insycle.com

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Categories

Collaboration Supported
Conference Supported
CRM Supported
Email Marketing Supported
Event Management Supported
Landing Page Supported
Meeting Supported
Project Management Supported
Task Management Supported

Categories

Sales Force Automation Features

Call Management Not Supported
Campaign Management Supported
Channel Management Not Supported
Commission Management Not Supported
Contact Management Supported
Contract Management Supported
Customer Database Supported
Email Marketing Supported
Field Sales Management Not Supported
Lead Management Supported
Opportunity Management Supported
Performance Metrics Supported
Proposal Generation Not Supported
Referral Tracking Not Supported
Sales Forecasting Supported
Territory Management Not Supported

Billing and Invoicing Features

Billing Portal Supported
Contact Database Supported
Contingency Billing Not Supported
Customer Portal Not Supported
Customizable Invoices Supported
Dunning Management Not Supported
Hourly Billing Supported
Invoice History Not Supported
Mobile Payments Not Supported
Multi-Currency Supported
Online Invoicing Supported
Online Payments Supported
Payment Processing Not Supported
Project Billing Not Supported
Recurring/Subscription Billing Not Supported
Service Ticket Billing Not Supported
Tax Calculator Not Supported

CRM Features

Calendar/Reminder System Supported
Call Logging Not Supported
Document Storage Supported
Email Marketing Supported
Internal Chat Integration Supported
Lead Scoring Supported
Marketing Automation Integration Supported
Mobile Access Supported
Quotes / Proposals Not Supported
Segmentation Supported
Social Media Integration Not Supported
Task Management Supported
Territory Management Not Supported

Campaign Management Features

Channel Management Not Supported
Contact Database Supported
Email Marketing Supported
Event Triggered Actions Supported
Lead Management Supported
Multi-Campaign Supported

Collaboration Features

Brainstorming Not Supported
Calendar Management Supported
Chat / Messaging Not Supported
Contact Management Supported
Content Management Not Supported
Document Management Supported
Project Management Supported
Real Time Editing Not Supported
Task Management Supported
Version Control Not Supported
Video Conferencing Not Supported

Conference Features

Abstract Management Not Supported
Attendee Management Supported
Badge Management Supported
Catering Management Not Supported
Client Management Supported
Registration Management Supported
Social Promotion Not Supported
Space / Room Setup Not Supported
Speaker Management Supported
Sponsorship Management Not Supported
Surveys & Feedback Supported
Ticketing Supported

Email Marketing Features

A/B Testing Not Supported
Artificial Intelligence Not Supported
Auto-Responders Supported
CAN SPAM Compliance Supported
Customer Surveys Supported
Drip Campaigns Not Supported
Dynamic Content Supported
Event Triggered Email Supported
Image Library Supported
Landing Pages/Web Forms Supported
Mailing List Management Supported
Mobile Optimized Emails Not Supported
Reporting/Analytics Supported
Subscriber Management Not Supported
Template Management Supported
WYSIWYG Email Editor Supported

Event Management Features

Attendee Management Supported
Badge Management Supported
Conferences / Conventions Not Supported
Exhibit / Vendor Management Not Supported
Gamification Not Supported
Room Block Management Not Supported
Social Media Promotion Not Supported
Sponsorship Management Not Supported
Surveys & Feedback Supported
Ticketing Supported
Volunteer Management Not Supported
Weddings / Parties Not Supported

Internal Communications Features

App Integration Not Supported
Blogs Not Supported
Chat/Messaging Supported
Email Management Supported
Employee Directory Supported
Event Calendar Supported
Newsletter Management Supported
Photo Gallery Supported
Social Sharing Not Supported
Survey Management Supported
Telephony Not Supported
Video Chat Not Supported
Voice Chat Not Supported

Knowledge Management Features

Artificial Intelligence (AI) Not Supported
Cataloging / Categorization Not Supported
Collaboration Supported
Content Management Not Supported
Decision Tree Not Supported
Discussion Boards Not Supported
Full Text Search Not Supported
Knowledge Base Management Not Supported
Self Service Portal Not Supported

Landing Page Features

A/B Testing Not Supported
Analytics Not Supported
Drag & Drop Supported
Form Creation Supported
Real Time Editing Supported
Responsive Supported
SEO Management Not Supported
Templates Supported

Meeting Features

Action Item Tracking Supported
Agenda Management Supported
Attendee Management Supported
Board Meetings Supported
Committee Meetings Supported
Internal Meetings Supported
Invitation Management Supported
Legislative Meetings Not Supported
Materials Management Supported
Meeting Feedback Not Supported
Meeting Preparation Tools Supported
Meeting Room Booking Supported
Minutes Management Supported
Post-Meeting Tools Supported
Scheduling Supported
Travel Management Not Supported
Voting Management Not Supported

Project Management Features

Agile Methodologies Not Supported
Budget Management Supported
Client Portal Not Supported
Collaboration Tools Not Supported
Cost-to-Completion Tracking Supported
Customizable Templates Supported
Gantt Charts Not Supported
Idea Management Not Supported
Kanban Board Not Supported
Milestone Tracking Supported
Portfolio Management Not Supported
Resource Management Supported
Time & Expense Tracking Supported
Traditional Methodologies Not Supported

Task Management Features

Collaboration Not Supported
Create Subtasks Supported
Gamification Not Supported
Gantt Charts Not Supported
Mobile Access Supported
Percent-Complete Tracking Supported
Progress Tracking Not Supported
Recurring Tasks Not Supported
Reporting/Analytics Supported
Spreadsheet View Not Supported
Task Board View Supported
Task Planning Not Supported
Task Scheduling Not Supported
Task Tracking Not Supported
Time Tracking Not Supported
To-Do List View Supported

Integrations

Adobe Marketo Engage Not Supported
HubSpot CRM Not Supported
HubSpot Customer Platform Not Supported
Intercom Not Supported
Mailchimp Not Supported
Pipedrive Not Supported
Salesforce Not Supported
Zendesk Not Supported

Integrations

Adobe Marketo Engage Supported
HubSpot CRM Supported
HubSpot Customer Platform Supported
Intercom Supported
Mailchimp Supported
Pipedrive Supported
Salesforce Supported
Zendesk Supported
Claim ExxpertApps and update features and information
Claim ExxpertApps and update features and information
Claim Insycle and update features and information
Claim Insycle and update features and information