MergeWare CRM

MergeWare CRM

J&J Technology Consulting
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+

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About

With the Hearth mobile app, you can quickly show your customers projected monthly payments, pre-qualify them in minutes, and track their loan progress. Send quotes, contracts, and invoices with embedded financing options from the convenience of your mobile device. Simplify your sales process with digital quotes, contracts, invoices, and payments. No more chasing checks and signatures. ‍ We’ll send automated reminders to your clients so you don’t have to. Easily track when clients receive, view, and sign documents. Offer affordable payment options and a professional digital customer experience. Hearth automation and tracking mean no more playing phone tag and miscommunication. Offering monthly payment options helps give your customers the confidence to move forward with their projects. With Hearth, you can embed monthly payment options in every quote, contract, and invoice to ease customers’ minds and close more deals.

About

Manage client information with a simple-to-use interface. Maintain client/vendor history, from phone calls/emails to any action performed. Track incoming or outgoing payments, as well as create invoices! Have reports available such as Aging in/out, Invoices, Client History, plus any customized report that you may need, all the while keeping it organized to each client. Additionally, an Insurance Module is available to track QuickQuotes by the client and be able to instantaneously reproduce them by linking to your existing or customized QuickQuote. As well, this can interface with existing TIFA applications or any other.

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

Contractors looking for a leading invoicing and estimating software

Audience

CRM solution for organizations

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

$1,499 per year
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

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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

Hearth
United States
www.gethearth.com

Company Information

J&J Technology Consulting
Founded: 2007
United States
www.jjtechnologyconsulting.com

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Categories

Categories

CRM

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

Integrations

No info available.

Integrations

No info available.
Claim Hearth and update features and information
Claim Hearth and update features and information
Claim MergeWare CRM and update features and information
Claim MergeWare CRM and update features and information