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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

A customer relationship management (CRM) system is perfectly designed for professionals and teams seeking an effective and straightforward solution. Enjoy unlimited features for a monthly fee per user, with no binding contracts required, and kick off your experience with a complimentary 14-day trial. By incorporating Pareto Systems' best practices, you can attract and retain high-quality clients for your business. The system boasts an innovative tab navigation feature that promotes quick and efficient work habits. You can conveniently monitor crucial details about your processes and client communications, while rest assured that sensitive client information is protected with bank-level encryption and stored in geo-redundant data centers. Additionally, our experienced support team is available to assist you from 6 AM to 4 PM Pacific Time, Monday through Friday. You can open multiple tabs to access various Contacts, Accounts, Tasks, and your Calendar simultaneously, allowing for seamless navigation between records to quickly locate necessary information. By keeping track of essential client details such as Family, Occupational, Recreational interests, and Financial information, you can cultivate stronger relationships with your clients. This comprehensive approach ensures that you have all the tools at your disposal to enhance your client interactions effectively.

Description

iDo Wedding and Event Professional Edition serves as a comprehensive wedding planning solution tailored for consultants and event organizers. It expands upon the capabilities of the iDo Wedding Couple Edition, allowing for the management of an unlimited number of weddings and events while effectively monitoring your business's financial health. Your clientele can range from individuals and couples to families, organizations, or businesses seeking assistance in crafting their memorable occasions. The software simplifies the process of organizing and accessing client contact details along with their current status—whether they have reached out for your services, are in the midst of planning, or have already completed their event. Additionally, you can document vital notes regarding your interactions with clients, ensuring that no detail is overlooked. When a client decides to engage your services, you can seamlessly add a contract to formalize the agreement. As many clients may host recurring events throughout the year, they have the option to establish multiple contracts with you, further enhancing your collaborative relationship. This flexibility allows you to build a robust portfolio while catering to diverse needs over time.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Microsoft Word No 

Integrations

Microsoft Word Yes 

Pricing Details

$29 per user month
Free Trial Yes 
Free Version No 

Pricing Details

$299.95 per license
$99.95 additional license
Free Trial Yes 
Free Version Yes 

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 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 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

Blue Square Apps

Country

Canada

Website

www.bluesquaretoolkit.com

Vendor Details

Company Name

Elm Software

Founded

2014

Website

idohq.com

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 

Product Features

Event Management

Attendee Management No 
Badge Management No 
Conferences / Conventions No 
Exhibit / Vendor Management No 
Gamification No 
Room Block Management No 
Social Media Promotion No 
Sponsorship Management No 
Surveys & Feedback No 
Ticketing No 
Volunteer Management No 
Weddings / Parties No 

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