Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
CRMit is a comprehensive business management and CRM solution designed to simplify essential small business functions, encompassing everything from managing customer relationships and organizing tasks to handling invoicing and tracking time, all within one cohesive platform. By providing a holistic 360-degree view of customer data, it allows users to efficiently oversee contacts, monitor purchasing and supplier details, and keep thorough records of jobs and tasks along with associated time entries. Users can swiftly generate professional invoices, proforma invoices, and quotes, while also benefiting from contract management that includes recurring billing and a user-friendly sales opportunity pipeline. The system enables the logging, prioritization, and assignment of jobs and tasks to team members, complete with features for notes, attachments, and real-time updates on status. In addition, CRMit provides customizable dashboards and staff management tools that feature GPS tracking and leave calendars, along with a detailed management system for product catalogs, ensuring that businesses have everything they need to succeed. Overall, CRMit not only enhances operational efficiency but also fosters better collaboration among team members.
Description
Conecta Carga is a comprehensive cloud-based ERP and logistics management solution designed specifically for freight forwarders and cargo companies, allowing them to consolidate and optimize their essential operations through a single web interface. Users can efficiently upload and oversee supplier freight rates and templates, generate quotes, and manage CRM follow-ups and client communications, all while reducing repetitive tasks and eliminating the need for manual spreadsheets. This platform centralizes the management of shipments across air, sea, and land cargo, offering complete document management capabilities, which include handling House and Air Waybills, maintaining historical traceability, providing shipment status updates, and featuring an optional portal for customer tracking. Moreover, it supports diverse administrative workflows such as generating proforma invoices, tracking accounts receivable, processing purchase orders, monitoring bank account activities, and analyzing operational profits. Additionally, its integrated warehouse management capabilities ensure real-time inventory oversight, facilitate the processing of warehouse receipts and cargo releases, and enable online tracking, making it a vital tool for enhancing operational efficiency in the logistics sector. This all-in-one solution fosters a more organized approach to logistics management, empowering companies to focus on growth and customer satisfaction.
API Access
Has API
No
API Access
Has API
No
Integrations
No details available.
Integrations
No details available.
Pricing Details
Free
Free Trial
Yes
Free Version
Yes
Pricing Details
No price information available.
Free Trial
No
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
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
Yes
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
Yes
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
CRMit
Founded
2016
Country
United States
Website
crmit.app/
Vendor Details
Company Name
Conecta Carga
Founded
2017
Country
United States
Website
www.conectacarga.co
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
Freight
3PL
No
Barcoding / RFID
No
Billing & Invoicing
No
Customer Management
No
Customer Portal
No
Import / Export Management
No
International Forwarders
No
LTL Management
No
Local Forwarders
No
Rate Management
No
Shipment Tracking
No
Truckload Management
No
Warehouse Management
No
Waybills
No