Customer Management

Insightly: Free simple CRM and Project Management
Capsule CRM
Apptivo
Zendesk

Apps to organize and sustain clients, including customer relationship life-cycle management for sales and marketing and advertising teams, to help desk applications for customer support.


Insightly: Free simple CRM and Project Management

Insightly Home Page

Insightly is a wonderful system for the critical task of managing your clients and associated establishments, partners, vendors and manufacturers. You can view anything about a contact on a single page, from their complete email history, birthday and critical dates, history, notices and tasks, and any projects or opportunities they have been a part of. Insightly also links each contact to the people and groups around them – displaying the connections amongst contacts and employers, partners, suppliers, competitors, and co-workers etc.


Capsule CRM

Capsule CRM Home Page

Capsule is a straightforward, adaptable CRM for small enterprises and sales teams. Capsule makes it easy to keep track of your clients and other contacts, your sales opportunities and follow-ups. Employ Capsule to keep record of the people and organizations you are doing business with, communications with them, opportunities in the pipeline, and what needs to be done when.


Apptivo

Apptivo Home Page

Apptivo is the right small business collection for Google Apps. Apptivo has CRM, Project Management, Invoicing, Timesheets and more. Apptivo is straightforward to work with, inexpensive and completely integrated.

CRM
Manage and organize your business contacts, keep track of prospects and opportunities, track your sales funnel, run a competent help desk or synchronize your field work with the work orders software.

Estimates, Invoicing and Payments
Send quotes to your clients for services you will perform or products you’ll supply. Invoice for goods or create invoices from staff timesheets or company projects. Customize your invoices with a template builder and email invoices directly to your customer. Accept payments through PayPal, Google Checkout, or Authorize. net. Generate printable sales receipts when payments are received.

Project Management and Time Tracking
Team up with your staff members and customers on ventures. Regulate project scope; generate activities, milestones or even sub-projects to have things carried out in time. Monitor and bill time utilizing the timesheets software and obtain online approvals from customers or administrators.


Zendesk

Zen Desk Home Page

Zendesk is the foremost cloud-based customer service software solution, and helps over 25, 000 businesses like Groupon, Box, and OpenTable to elevate customer satisfaction, increase production and decrease expenses through a beautifully straightforward product – that both service teams and their clients like to use.

Permit conversations by means of numerous customer service channels – web, email, phone, Twitter, Facebook, online chat, community forums, knowledge bases and many more. Reply to help requests at any time, anyplace via the natively developed mobile applications for iPhone, iPad, Android, Windows Phone, and BlackBerry. Gain prompt insight into your support activities, both by team and by individual, with out-of-the-box, completely customizable reports. Deflect newly arriving help requests by providing your users the ability to discover solutions and generate conversations with discussion forums and a knowledge base in your Zendesk.

Call Us!
Call us for a free analysis.
(818) 674-0941
Poke us