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features
design
support

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Description

An effective way to manage various tasks in a centralized location is to streamline the organization of both your clients and your team, providing team members with advance notifications of their work schedules, which in turn enhances productivity. You can categorize all projects by assigning different team members to each one, ensuring clarity in roles and responsibilities. If a client is interested in tracking the status of their projects, you can easily assign them a to-do item as a client, allowing for seamless communication. This setup also enables your team to follow up with clients for feedback, with all interactions documented to prevent any potential issues later on. For projects with strict deadlines, you have the capability to establish timelines that specify when tasks must be completed. Since time equates to money, optimizing your time management effectively translates to cost savings, thereby presenting a valuable opportunity to increase your overall efficiency. Additionally, by fostering clear communication and accountability within your team, you can create a more collaborative environment that benefits everyone involved.

Description

Addressing Service Management CRM can be quite challenging when it comes to customer service. We focused on this issue, and the results were quite positive. Our expertise in service management, scheduling, and sales has gained us a solid reputation. We aim to streamline all aspects of record-keeping, communication, scheduling, and sharing information, particularly in mobile environments. Transitioning from outdated methods like paper, spreadsheets, and cumbersome software is essential. The system also proactively alerts staff about necessary actions and emphasizes priority tasks. This approach significantly simplifies the process for all staff members, enabling them to enhance service quality and provide proactive support effectively. Ultimately, our goal is to foster an environment where every employee can easily contribute to improving customer interactions.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

APIANT No 
ASAP Systems No 
Business Card Reader No 
Constant Contact No 
Cyfe No 
Easy Insight No 
Freshdesk No 
Gmail No 
Google Calendar No 
LeadMaster No 
Microsoft Azure No 
Quickwork No 
Stackreaction No 
SyncSmart No 
Workers by Delos No 
Wufoo No 
Xero No 
Zapier No 
Zendesk No 

Integrations

APIANT Yes 
ASAP Systems Yes 
Business Card Reader Yes 
Constant Contact Yes 
Cyfe Yes 
Easy Insight Yes 
Freshdesk Yes 
Gmail Yes 
Google Calendar Yes 
LeadMaster Yes 
Microsoft Azure Yes 
Quickwork Yes 
Stackreaction Yes 
SyncSmart Yes 
Workers by Delos Yes 
Wufoo Yes 
Xero Yes 
Zapier Yes 
Zendesk Yes 

Pricing Details

$24 per month
Free Trial No 
Free Version Yes 

Pricing Details

$25 per user 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 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 No 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

CAMSNEL SaaS

Founded

2016

Country

India

Website

camsnel.com

Vendor Details

Company Name

Norada

Founded

2000

Country

Canada

Website

www.solve.app/

Product Features

Collaboration

Brainstorming Yes 
Calendar Management No 
Chat / Messaging No 
Contact Management Yes 
Content Management No 
Document Management Yes 
Project Management Yes 
Real Time Editing No 
Task Management Yes 
Version Control No 
Video Conferencing No 

Contact Management

Activity Management No 
Appointment Management No 
Contact Database Yes 
Contact History No 
Contact Import/Export Yes 
Customer Pipeline No 
Email Marketing No 
Group Management No 
Interaction Tracking Yes 
Lead Management No 
Prospecting Tools No 
Sales Pipeline Management No 
Search / Filter No 
Segmentation No 
Shared Contacts Yes 
Social Media Integration No 

Project Management

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

Task Management

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

Team Communication

Activity / News Feed Yes 
Audio Calls No 
Calendar Management No 
Chat / Messaging Yes 
Discussion Threads Yes 
File Sharing Yes 
Mobile Access No 
Push Notifications Yes 
Search Yes 
Surveys & Feedback Yes 
Task Management Yes 
Video Conferencing No 

Product Features

Contact Management

Activity Management Yes 
Appointment Management Yes 
Contact Database Yes 
Contact History Yes 
Contact Import/Export Yes 
Customer Pipeline Yes 
Email Marketing Yes 
Group Management Yes 
Interaction Tracking Yes 
Lead Management Yes 
Prospecting Tools No 
Sales Pipeline Management Yes 
Search / Filter Yes 
Segmentation Yes 
Shared Contacts Yes 
Social Media Integration No 

CRM

Calendar/Reminder System Yes 
Call Logging Yes 
Document Storage Yes 
Email Marketing Yes 
Internal Chat Integration No 
Lead Scoring No 
Marketing Automation Integration No 
Mobile Access Yes 
Quotes / Proposals Yes 
Segmentation Yes 
Social Media Integration No 
Task Management Yes 
Territory Management No 

Field Service Management

Billing & Invoicing Yes 
Contact Database Yes 
Contract Management Yes 
Customer Database Yes 
Dispatch Management Yes 
Electronic Signature No 
Inventory Management No 
Mobile Access Yes 
Payment Collection in the Field No 
Quotes / Estimates Yes 
Routing Yes 
Scheduling Yes 
Service History Tracking Yes 
Time Clock Yes 
Work Order Management Yes 

HVAC

Billing & Invoicing Yes 
Customer Database Yes 
Dispatch Management Yes 
Inventory Control No 
Job Management Yes 
Maintenance Scheduling Yes 
Mobile Access Yes 
Quotes / Estimates Yes 
Routing Yes 
Scheduling Yes 
Service History Tracking Yes 
Technician Management Yes 
Work Order Management Yes 

Task Management

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

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