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
Email merging operates on principles akin to mail merging found in Word or WordPerfect; it allows you to craft a template letter and integrate individualized data for each message. For instance, instead of addressing your letters with a generic "Dear Customer," you can personalize them with greetings like "Dear Andrew." WorldMerge simplifies this process by enabling you to send customized emails through standard internet services quickly and efficiently. You won’t need to deal with the hassle of printing, enveloping, and mailing letters, which can delay responses for days. What sets WorldMerge apart from other software is its ability to access contact databases directly, eliminating the need for complicated importing processes. If your customer data resides in Microsoft Access or Excel, or if you possess an email list in Eudora or Outlook, you can seamlessly connect to that contact file within WorldMerge. This direct integration saves time and enhances productivity, allowing for a more streamlined communication process.
API Access
Has API
No
API Access
Has API
No
Pricing Details
No price information available.
Free Trial
Yes
Free Version
No
Pricing Details
No price information available.
Free Trial
No
Free Version
Yes
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
No
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
Yes
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)
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
ColoradoSoft
Country
United States
Website
www.coloradosoft.com/worldmrg/index.htm
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