MergeWare CRMJ&J Technology Consulting
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Related Products
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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.
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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.
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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
Contractors looking for a leading invoicing and estimating software
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Audience
CRM solution for organizations
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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
$1,499 per year
Free Version
Free Trial
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Pricing
No information available.
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 InformationHearth
United States
www.gethearth.com
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Company InformationJ&J Technology Consulting
Founded: 2007
United States
www.jjtechnologyconsulting.com
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Categories |
Categories |
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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
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Integrations
No info available.
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Integrations
No info available.
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