Capsule
The smart simple online CRM. Build stronger customer relationships, make more sales and save time. Be more organized with your customer information in one place. Easily track conversations, know the history and deliver more personal experiences. Feel in control of your sales as you tailor your pipeline to match your sales process and easily spot the deals in need of attention and those about to land. Make more informed business decisions as you easily spot the activities having the most impact on your sales figures with our insightful reports. Shape Capsule around your teams so they only see the information they need. Focus their activity and report on their progress. Capsule works seamlessly with popular applications such as G Suite, Mailchimp, Xero and many more. With caller ID and a reminder to make a note in your CRM after a call, Capsule Mobile keeps you organized wherever you are. Access all of Capsule on Android and iPhone.
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BuildOps
Are you a commercial contractor in the HVAC / Mechanical, Refrigeration, Electrical, or Plumbing industry?
Get the #1 all-in-one Field Service Management Software for commercial MEP contractors. Streamline your dispatch, quoting/invoicing, service, projects, and reports.
- All your metrics can be reported from one place
- Monitor field tech success, identify trends, and make data-backed decisions
- Attach photos, videos and PDFs easily to invoices and quotes.
- From service to projects and everything in between
Automate the flow of work orders and customer data, as well as invoices, from the office to the field and back again. Your office staff can see the status of each technician, their skill set, availability, and more with BuildOps. This makes planning, from emergency service to months ahead, as simple as "drag-and-drop".
BuildOps boosts your revenue, maximizes profits, and improves communication between field and back-office.
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xpdContracts
Whether you are a prime contractor, subcontractor or government agency that is letting out and managing contracts, xpdOffice™ contract management software is the tool that puts you in charge. Accessible from anywhere through an intuitive Web interface, contract specialists can begin organizing immediately. xpdContracts lets you create a contract framework and pull together all the loose ends. Establish a contract and its jobs and tasks, assign job hours and billing rates based on labor categories, designate contract officers and technical representatives, assign teams and managers, and more. With xpdOffice™ contract management software, all contract details are at your fingertips. All contract data can be sorted and viewed by the customer, by job and by task. And xpdContracts lets you easily generate reports and graphic representations that illustrate completion status, budget updates and resource allocations.
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DejaOffice CRM
The perfect CRM Alternative for people who want to own their customer database and store it securely on-premise. DejaOffice PC CRM has all the classic features - Contacts, Calendar, Tasks, Notes, Histories, Projects, and Deals. Auto-dialer from your PC or phone. Outlook email integration. Easy migration from most common CRM systems like Business Contact Manager, Outlook Customer Manager, Act!, GoldMine, Monday, Salesforce and Hubspot. The DejaOffice Mobile CRM app is also free for Android and iPhone users, allowing you to call, text, map and navigate to your customers with ease. You can also plan and manage your day with the ability to create, prioritize and check off tasks, as well as write and store notes to yourself. And, with DejaOffice persistent alarms, you'll never miss a reminder!
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