Average Ratings 0 Ratings
Average Ratings 0 Ratings
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
Integrations
Microsoft Word
No
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