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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

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

Our cloud-powered dashboards are meticulously crafted to give you peace of mind regarding the status of your revenue cycle. Abacus centralizes the tracking of production outcomes while providing individual summaries, ensuring that staff, managers, executives, and clients remain aligned. Each task is date stamped upon receipt and monitored like a package, allowing for comprehensive management oversight of all activities and personnel. Accessible via the web with IP restrictions, this singular platform offers a cohesive viewpoint across various billing applications. It enables detailed analysis of tasks, facilitating necessary adjustments as needed. This system liberates our managers from the burdens of assignments and reporting, allowing them to concentrate on effective oversight. Additionally, it quantifies work and productivity, enabling staffing adjustments to optimal levels. Responsibility is clearly defined for both tasks and follow-up items, eliminating any guesswork regarding daily objectives. The automated distribution of daily work ensures efficiency, while manual rerouting options are also available. Furthermore, the framework includes production and QA work queues, as well as AR comment templates to streamline processes. With these enhancements, teams can work more efficiently and effectively than ever before.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

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

No price information available.
Free Trial No 
Free Version 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 

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 No 
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

Founders

Country

United States

Website

thinkfounders.com/abacus.php

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

Dashboard

Annotations No 
Data Source Integrations No 
Functions / Calculations No 
Interactive No 
KPIs No 
OLAP No 
Private Dashboards No 
Public Dashboards No 
Scorecards No 
Themes No 
Visual Analytics No 
Widgets No 

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