Average Ratings 0 Ratings
Average Ratings 0 Ratings
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
The AI scheduling assistant reviews your calendar daily to identify openings that could benefit from additional appointments, subsequently reaching out to your clients to secure bookings for those slots. Our comprehensive web-based platform streamlines every aspect of your business operations in one convenient location. Enhance your efficiency with customizable job templates, robust inventory management, technician time-tracking features, QuickBooks Online integration, and more. Leverage integrated communication tools to interact with clients through text messages and emails effortlessly. You can automate appointment confirmations and reminders, dispatch invoices and inspection documents, collect payments, or respond to inquiries with minimal effort. Additionally, real-time dashboards and reporting tools provide valuable insights into your business's performance. Monitor metrics such as profitability, technician productivity, customer aging, fleet effectiveness, and various other critical aspects to make informed decisions for your business growth. This holistic approach ensures that you stay connected and organized, ultimately leading to improved customer satisfaction and operational success.
API Access
Has API
No
API Access
Has API
No
Integrations
Axis LMS
No
CARFAX
No
Facebook
No
Google
No
Mailchimp
No
Microsoft Outlook
Yes
QuickBooks Online
No
Slack
No
Squarespace
No
Stripe
No
Integrations
Axis LMS
Yes
CARFAX
Yes
Facebook
Yes
Google
Yes
Mailchimp
Yes
Microsoft Outlook
No
QuickBooks Online
Yes
Slack
Yes
Squarespace
Yes
Stripe
Yes
Pricing Details
No price information available.
Free Trial
Yes
Free Version
No
Pricing Details
$100 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
Yes
iPad App
Yes
Android App
Yes
Windows
No
Mac
Yes
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)
No
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
OrbisX
Country
Canada
Website
orbisx.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