Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Abacus's CRM software provides a centralized platform for managing all pertinent customer relationship data, ensuring that nothing critical is overlooked. This comprehensive information hub benefits both your staff and customers alike. By facilitating efficient relationship management, the software fosters trust and reliability. The integration with Abacus ERP allows all entered customer and address information to be utilized across other applications without the need for additional interfaces. This seamless functionality streamlines related work processes, significantly reducing input effort and conserving your valuable time. Each authorized individual or department can access the customizable Abacus CRM database, enhancing its usability. The CRM portal further simplifies the retrieval of customer data through features like full-text search, customizable selection lists, and filtering options. Additionally, stringent access and input rights help maintain high data quality, and division-level access protection can be implemented to enhance security. Overall, this system not only optimizes data management but also strengthens the overall efficiency of your operations.
Description
Distribute your documents seamlessly among clients, suppliers, and colleagues while controlling visibility for each through an intuitive, yet robust interface. Our applications are designed with essential functionalities that adhere to web standards, ensuring efficiency. Stop spending time on tedious updates across different platforms; our solutions allow for data sharing across applications. To enhance security and confidentiality, we host our services with a leading Cloud provider. In terms of online project management, you can establish a budget, log projected expenses, and monitor progress using key performance indicators (KPIs), all while keeping your contacts informed about your project. Experience a revolutionary approach to project management where you can easily create quotes or invoices using abacus estimations and share them with your clients or suppliers. Kickstart your project directly from the quote and generate the invoice with just a single click, simplifying your workflow. Embrace this innovative method and transform how you manage your projects today.
API Access
Has API
No
API Access
Has API
No
Integrations
CAQ.Net
Yes
Google Maps
Yes
Microsoft Outlook
Yes
PayNuts
Yes
Integrations
CAQ.Net
No
Google Maps
No
Microsoft Outlook
No
PayNuts
No
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
$10.00/month/user
Free Trial
No
Free Version
Yes
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
No
In Person
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
No
Vendor Details
Company Name
Abacus
Country
Switzerland
Website
www.abacus.ch/en/products/administration-sales/crm/overview
Vendor Details
Company Name
Clouderial
Founded
2013
Country
France
Website
en.clouderial.com
Product Features
CRM
Calendar/Reminder System
No
Call Logging
No
Document Storage
No
Email Marketing
No
Internal Chat Integration
No
Lead Scoring
No
Marketing Automation Integration
No
Mobile Access
No
Quotes / Proposals
No
Segmentation
No
Social Media Integration
No
Task Management
No
Territory Management
No
Product Features
Project Management
Agile Methodologies
Yes
Budget Management
Yes
Client Portal
Yes
Collaboration Tools
Yes
Cost-to-Completion Tracking
Yes
Customizable Templates
Yes
Gantt Charts
Yes
Idea Management
Yes
Kanban Board
Yes
Milestone Tracking
No
Portfolio Management
No
Resource Management
No
Time & Expense Tracking
Yes
Traditional Methodologies
Yes