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About

The updated sales presentation. The latest collateral. The sales proposal a prospect needs right now. It’s there in the document cloud for marketing, sales, support, business partners, and customers – down the road or around the globe. ShareMethods® provides centralized and secure document management and sharing 24 x 7. ShareMethods’ on-demand solutions save plenty of time, money and frustration while boosting revenue and profit. No more hard-to-manage emails overflowing with attachments. No more overly complicated, cost-prohibitive software. ShareMethods represent an inexpensive, easy-to-use platform that has many of the features that enterprise products contain, without the complexity of deployment or the costs. There is a void between complex, expensive document management systems and simpler collaboration platforms that cannot provide sufficient capabilities.

About

Enter manually or import your existing contacts. The CRM will auto- match fields, check for duplicates and incorrect data making it easy to get started. Enter manually or import your existing contacts. The CRM will auto- match fields, check for duplicates and incorrect data making it easy to get started. Standardize the sales process with workflows, sales scripts, email templates, view your sales pipeline and forecast, and share sales material with the entire team. Mass email up to 5,000 emails per day and 150,000 emails per month, run drip campaigns and easily view open rates, click-through rates, and bounce rates to determine campaign effectiveness. Organize mission-critical documents for utilization in workflows or one-off scenarios like: Call Scripts, HR Word Documents, PDF Contracts or Marketing collateral, Excel, PPT Presentations and Utilize over 100 Tagging Codes to save time on document changes.

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 Supported
Chromebook Not Supported

Audience

Companies searching for a solution to manage emails overflowing with attachments

Audience

Companies searching for a solution to manage their financial operations

Support

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

Support

Phone Support 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

$15 per month
Free Version Not Supported
Free Trial Not Supported

Pricing

$59 per month
Free Version Not 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 Not Supported
Live Online Not Supported
In Person Supported

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Not Supported

Company Information

ShareMethods
Founded: 2003
United States
www.sharemethods.com

Company Information

UGRU
Founded: 2011
United States
ugru.com

Alternatives

Alternatives

Simple Sales Tracking CRM

Simple Sales Tracking CRM

Simple Sales Tracking
Clarity Connect

Clarity Connect

Perficient
Cimmaron Mortgage Manager

Cimmaron Mortgage Manager

Cimmaron Software, Inc.
OnBrand

OnBrand

The Smart Group
Windward Hub

Windward Hub

Windward Studios, Inc.

Categories

Collaboration Supported
Content Management Supported

Categories

CRM Supported
Financial CRM Supported

Collaboration Features

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

Content Management Features

Audio Content Supported
Customizable Templates Supported
Document Indexing Supported
E-forms Supported
Full Text Search Supported
Image Editor Supported
SEO Management Not Supported
Text Editor Supported
Version Control Supported
Video Content Supported
Website Management Supported

Document Management Features

Access Controls Supported
Archiving & Retention Not Supported
Collaboration Tools Supported
Compliance Tracking Supported
Document Archiving Supported
Document Assembly Not Supported
Document Capture Not Supported
Document Conversion Not Supported
Document Delivery Not Supported
Document Indexing Supported
Document Retention Supported
Electronic Signature Supported
Email Management Not Supported
File Recovery Supported
File Type Conversion Supported
Forms Management Not Supported
Full Text Search Supported
Offline Access Supported
Optical Character Recognition Supported
Print Management Not Supported
Version Control 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 Supported
Task Management Supported
Territory Management Supported

Financial CRM Features

Account Alerts Not Supported
Asset Management Supported
Expense Tracking Supported
Household Tracking Supported
Influence Tracking Not Supported
Lead Management Supported
Marketing Management Supported
Relationship Tracking Supported
Team Assignments Supported
Territory Management Supported

Integrations

No info available.

Integrations

No info available.
Claim ShareMethods and update features and information
Claim ShareMethods and update features and information
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Claim UGRU and update features and information