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ease
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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

Our software for managing CRM and contacts simplifies the process of overseeing contacts while facilitating the creation of appointments, customer notes, letters, quotes, estimates, invoices, tasks, statements, and job sheets. It allows users to set up reminders, such as callback prompts, which help maintain organization, along with a Today view that outlines daily plans for each individual. Appointments, tasks, and jobs can be designated to multiple users, and the Appointments View enables users to view scheduled appointments for any given month, whether for a specific individual or the entire team. In addition, the platform supports mail merge and email marketing functionalities, as well as VoIP capabilities and SMS messaging. Amphis Customer offers seamless integration with Outlook, enhancing the management of customer emails, tasks, and appointments. Furthermore, both quotes and invoices can incorporate free-text sections with individual pricing or can be generated by selecting items from a comprehensive parts database for the products you offer, thereby streamlining the invoicing process. This level of customization ensures that users can tailor their documentation and communication to meet their unique business needs effectively.

Description

Keep track of meetings, emails, calls, and internal notes all in one centralized system. You can easily store both generated and uploaded documents, ensuring that the entire history of collaboration is accessible in one location. This approach not only aids your own productivity but also enhances the service quality for your colleagues. Instead of forcing your organization to conform to the application, you can implement a customized solution that fits your needs. Tailor the forms to your specifications and utilize pre-existing solutions for efficiency. By sharing information centrally, you can significantly reduce the risk of duplication. Furthermore, information can be tagged and categorized for better organization. You can specify which details are essential for completion, and the recorded data can be filtered and compiled into detailed reports. This process allows you to gather insights for a deeper understanding of client preferences. Consequently, you can send out relevant quotes at the most opportune moments. Managing business relationships has never been more straightforward, making it easier to foster connections and drive success. With a streamlined system, you'll find your workflow significantly improved and more efficient than ever before.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Microsoft Outlook Yes 

Integrations

Microsoft Outlook No 

Pricing Details

No price information available.
Free Trial Yes 
Free Version No 

Pricing Details

$27 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 Yes 
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 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

Amphis Software

Founded

1993

Country

United Kingdom

Website

www.amphis-software.com/products.htm

Vendor Details

Company Name

Helmdeck

Founded

2015

Country

Poland

Website

helmdeck.com

Product Features

CRM

Calendar/Reminder System Yes 
Call Logging Yes 
Document Storage Yes 
Email Marketing Yes 
Internal Chat Integration Yes 
Lead Scoring No 
Marketing Automation Integration Yes 
Mobile Access Yes 
Quotes / Proposals Yes 
Segmentation Yes 
Social Media Integration Yes 
Task Management Yes 
Territory Management No 

Product Features

CRM

Calendar/Reminder System Yes 
Call Logging No 
Document Storage No 
Email Marketing Yes 
Internal Chat Integration Yes 
Lead Scoring Yes 
Marketing Automation Integration No 
Mobile Access No 
Quotes / Proposals No 
Segmentation Yes 
Social Media Integration No 
Task Management No 
Territory Management No 

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