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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

Extremely User-Friendly Project Management Tool. Visualize Your Projects. Project boards enable you to see tasks and track the overall progress of your projects. Tasks are organized into columns that usually reflect their status of completion. You can drag and drop tasks between these columns to show how they are advancing. By simply glancing at the board, you'll gain a clear picture of the project's current state. Task Assignment and Due Dates. Every task can be allocated to one or multiple team members, who receive instant notifications upon assignment. You can specify due dates, making it easy to spot any overdue tasks. Additionally, team members will receive alerts if there are any changes to the due dates. Engage with Comments and Attachments. Team members are encouraged to leave comments on tasks to ask questions and provide feedback. You also have the option to attach various files, such as documents, presentations, and images. This ensures that all discussions and related materials for a task are easily accessible in one place, rather than being lost in a team chat. Overall, this software streamlines communication and enhances collaboration among team members.

Description

Viewing every transaction through the lens of your customer enhances the overall experience, fostering greater loyalty towards your brand. By utilizing user-friendly CRM software, you can consolidate information from various departments, providing a comprehensive, real-time perspective of each customer. You can efficiently manage and bill projects with robust project management capabilities. Additionally, it allows for precise tracking of time allocated to tasks, enabling accurate billing for your clients. The software also supports collaborative efforts by allowing multiple staff members to be assigned to tasks while monitoring individual timers for accountability. Create professional and visually appealing invoices, attach relevant files, and send them directly to your clients for convenience. This platform streamlines subscription and audience management, automating crucial functions such as accounting and fulfillment. Moreover, it initiates the sales process by identifying potential leads and swiftly preparing sales forecasts, allowing you to close deals in a matter of minutes. Ultimately, this innovative approach helps you secure more business while ensuring faster payments, eliminating the frustration of protracted sales cycles. By prioritizing customer insights, your business sets itself up for long-term success and sustainability.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

No details available.

Integrations

No details available.

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

$5 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 No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
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 No 
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) Yes 
In Person No 

Vendor Details

Company Name

BoardBell

Country

United States

Website

www.boardbell.com

Vendor Details

Company Name

Shoppias

Founded

2016

Country

Argentina

Website

www.easycrmsystem.com

Product Features

Project Management

Agile Methodologies No 
Budget Management No 
Client Portal No 
Collaboration Tools No 
Cost-to-Completion Tracking No 
Customizable Templates No 
Gantt Charts No 
Idea Management No 
Kanban Board No 
Milestone Tracking No 
Portfolio Management No 
Resource Management No 
Time & Expense Tracking No 
Traditional Methodologies No 

Task Management

Collaboration Yes 
Create Subtasks No 
Gamification No 
Gantt Charts No 
Mobile Access Yes 
Percent-Complete Tracking No 
Progress Tracking No 
Recurring Tasks No 
Reporting/Analytics No 
Spreadsheet View No 
Task Board View Yes 
Task Planning No 
Task Scheduling No 
Task Tracking No 
Time Tracking No 
To-Do List View No 

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 

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