Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Give your customers and partners the visibility they require to empower them. Your customers and partners can interact with you 24/7 via online portals. This will result in higher customer satisfaction, lower service delivery costs, and increased sales. All account information can be stored in the form Prospects, Customers, and Vendors. The 360-degree page gives you a complete view of your Account's Contacts and Quotes, Work Orders. It also shows Installed Products, Sites, Contract specific documents, and Work Orders. Additional account information, such as billing addresses and shipping addresses, tax information, and contact information, should be kept. Set up approval processes for your quotes and contracts. For potential sales or service orders, provide quotations to your customers. With the most current sales tax tables, automatically calculate your Sales Taxes.
Description
CloudApper CRM is the most convenient app for managing relationships with potential and existing customers. It speeds up the process of capturing and qualifying business leads and keeps track of communications between the company's customers and potential customers. It improves business communication by synchronizing all customer queries, solutions, negotiations, and service requests in one place. Optimizes tasks and processes so that any member of the team can interact with customers to provide personalized service. The Web and Mobile App allow for quick and efficient sales activities and high response rates. Users can connect store and share details with potential customers by creating a new account or assigning a contact to an existing account. CRM introduced CRM-on the-go, enabling mobile apps for iOS and Android. The sales team now has more flexibility in reporting.
API Access
Has API
No
API Access
Has API
No
Integrations
Docusign
Yes
QuickBooks Online
Yes
QuickBooks Online Advanced
Yes
SAP Business One
Yes
Sage 500
Yes
Salesforce
Yes
Integrations
Docusign
No
QuickBooks Online
No
QuickBooks Online Advanced
No
SAP Business One
No
Sage 500
No
Salesforce
No
Pricing Details
$75 per month
Free Trial
Yes
Free Version
No
Pricing Details
$10 per user, per month
Free Trial
Yes
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
Yes
iPad App
Yes
Android App
Yes
Windows
No
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
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
Yes
Live Training (Online)
Yes
In Person
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
Yes
Vendor Details
Company Name
BiznusSoft
Founded
2013
Country
United States
Website
www.biznussoft.com/field-service
Vendor Details
Company Name
CloudApper
Founded
2003
Country
United States
Website
cloudapper.com
Product Features
Field Service Management
Billing & Invoicing
Yes
Contact Database
Yes
Contract Management
Yes
Customer Database
Yes
Dispatch Management
Yes
Electronic Signature
Yes
Inventory Management
Yes
Mobile Access
Yes
Payment Collection in the Field
Yes
Quotes / Estimates
Yes
Routing
Yes
Scheduling
Yes
Service History Tracking
Yes
Time Clock
Yes
Work Order Management
Yes
Tradesman Job Management
Contract Management
No
Customer Database
No
Dispatch Management
No
For Builders
No
For Electricians
No
For Field Service Businesses
No
For HVAC
No
For Plumbers
No
For Roofers
No
Invoicing
No
Job Tracking
No
Payments
No
Quoting
No
Reporting
No
Scheduling
No
Time Tracking
No
Product Features
CRM
Calendar/Reminder System
No
Call Logging
No
Document Storage
Yes
Email Marketing
No
Internal Chat Integration
No
Lead Scoring
No
Marketing Automation Integration
No
Mobile Access
Yes
Quotes / Proposals
No
Segmentation
Yes
Social Media Integration
No
Task Management
Yes
Territory Management
Yes