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Average Ratings 0 Ratings

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ease
features
design
support

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Write a Review

Description

Work collaboratively with your team to finalize the next meeting agenda using the robust web-editor for drafting minutes and promptly assigning tasks. AgreeDo seamlessly integrates with Microsoft Teams and various other platforms, allowing for features such as comments, follow-ups, attachments, customizable task lists, automatic history tracking, and advanced search capabilities. By utilizing AgreeDo, you can effortlessly create meeting minutes, delegate responsibilities, and share key decisions. Additionally, crafting your agenda with AgreeDo enables you to distribute it among your team members, allowing attendees to contribute their input prior to the meeting, which significantly reduces the overall meeting duration. You can efficiently monitor your project’s progress and prepare the agenda for the subsequent meeting with a single click. Every participant has the opportunity to add topics, ideas, and outcomes to the agenda for the next meeting, enhancing productivity and minimizing unnecessary meeting times. Moreover, a timer feature helps manage the remaining time during the meeting, ensuring that discussions remain focused and efficient. Embracing these tools can transform your team's approach to meetings and project management.

Description

Viewing every transaction through the lens of your customer enhances the overall experience, fostering greater loyalty towards your brand. By utilizing user-friendly CRM software, you can consolidate information from various departments, providing a comprehensive, real-time perspective of each customer. You can efficiently manage and bill projects with robust project management capabilities. Additionally, it allows for precise tracking of time allocated to tasks, enabling accurate billing for your clients. The software also supports collaborative efforts by allowing multiple staff members to be assigned to tasks while monitoring individual timers for accountability. Create professional and visually appealing invoices, attach relevant files, and send them directly to your clients for convenience. This platform streamlines subscription and audience management, automating crucial functions such as accounting and fulfillment. Moreover, it initiates the sales process by identifying potential leads and swiftly preparing sales forecasts, allowing you to close deals in a matter of minutes. Ultimately, this innovative approach helps you secure more business while ensuring faster payments, eliminating the frustration of protracted sales cycles. By prioritizing customer insights, your business sets itself up for long-term success and sustainability.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Google Calendar Yes 
Microsoft Teams Yes 

Integrations

Google Calendar No 
Microsoft Teams No 

Pricing Details

$7.90 per month
Free Trial Yes 
Free Version Yes 

Pricing Details

$5 per month
Free Trial Yes 
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 No 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

AgreeDo

Founded

2010

Country

Germany

Website

www.agreedo.com

Vendor Details

Company Name

Shoppias

Founded

2016

Country

Argentina

Website

www.easycrmsystem.com

Product Features

Meeting

Action Item Tracking Yes 
Agenda Management Yes 
Attendee Management Yes 
Board Meetings Yes 
Committee Meetings Yes 
Internal Meetings Yes 
Invitation Management Yes 
Legislative Meetings Yes 
Materials Management Yes 
Meeting Feedback No 
Meeting Preparation Tools Yes 
Meeting Room Booking No 
Minutes Management Yes 
Post-Meeting Tools Yes 
Scheduling Yes 
Travel Management No 
Voting Management No 

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 

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