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Description
Gain a comprehensive understanding of your engagements with both existing and prospective clients, and avoid unnecessary cold calls whenever possible. You will always have access to a detailed history of interactions, even as your contacts transition to different companies or roles. The Placements module in Charm offers the precision and adaptability required to effectively compensate your consultants, ensure data integrity, and supply essential financial information to payroll and various applications. Eliminate the need to allocate additional resources for converting data into useful insights. As we implement Charm within your organization, we will guarantee that you receive the necessary in-depth reports to oversee your sales activities in real time. Forward-thinking businesses have moved past outdated client and contact coding methods long ago. With Charm’s tagging feature, you can classify clients, contacts, and opportunities in multiple ways to enhance your direct marketing efforts and streamline system searches and notifications, making your operations more efficient and effective. This innovative approach not only saves time but also optimizes your marketing strategies, ensuring that you stay ahead in a competitive landscape.
Description
Transforming your business into a digital entity begins with modern contact solutions, including reliable contactless business cards. You can easily share personalized name card URLs with clients through various channels such as email, SMS, WhatsApp, and Twitter. During online meetings held via platforms like Zoom, Google Meet, or Skype, effortlessly send your name card URL. By displaying a QR Code, your clients can quickly scan and access your e-card without delay. Additionally, a tailored website can showcase the contact details of your employees, and the system is designed to accommodate multiple organizations, allowing each to personalize its branding and information. Our software conveniently installs on your server at no additional cost, ensuring you retain ownership of your data. Its responsive design guarantees an attractive appearance across devices, while the QR Code facilitates easy scanning and sharing options. With just one click, clients can add your contact details, make calls, send emails, or view maps. Each employee can have a unique URL for their name card, such as CEO, CTO, or john-doe, reinforcing the personal touch of your business. This system not only features your name card under your domain but also ensures that your information remains private with no search engine indexing. Furthermore, you can track page view statistics for each card created, allowing for better insights into engagement. This comprehensive approach enhances your business's digital presence and connectivity.
API Access
Has API
API Access
Has API
Integrations
Google Meet
Skype
WhatsApp
X (Twitter)
Zoom
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
No price information available.
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Wizardsoft
Founded
2014
Country
Australia
Website
charm.wizardsoft.com
Vendor Details
Company Name
ReCards
Country
China
Website
www.re.cards/en/
Product Features
CRM
Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management
Product Features
Business Card
Contact Management
Data Extraction
Design Templates
Image Editor
Print Management
Step-by-Step Wizard