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Description
Continuum CRM is equipped to manage intricate fee and deposit arrangements, create merged documents for contracts and agreements, and offer shared calendars, all while featuring a dynamic workflow engine that efficiently guides potential clients through extended sales processes. Its inventory management tool meticulously tracks the journey of each residence, from the time of move-in to move-out, providing organizations with valuable insights into occupancy rates, turnover statistics, and overall marketability. Additionally, Continuum CRM incorporates an email marketing system that allows users to monitor and oversee their various email campaigns with ease. The scheduling feature enhances the efficiency of marketing automation efforts. Tailored to fit unique sales methodologies, our customizable workflow engine comes with pre-established procedures for residential and assisted living, inventory oversight, referral networks, event coordination, and advertising strategies. Furthermore, Continuum's referral network feature provides professionals with valuable insights into their most effective referral sources, enabling them to enhance their marketing strategies and overall management. This comprehensive approach ensures that every aspect of client relations and marketing is streamlined for optimal performance.
Description
CrossConcept Continuum is more than traditional PSA solutions. It incorporates cutting-edge UI technology, making it easier to use the solution. This reduces clicks and time spent logging data. CrossConcept Continuum integrates with all major accounting systems, allowing you to seamlessly synchronize your accounting and projects within one unified system.
Our innovative PSA solution allows organizations maximize profitability by integrating financial accounting and connecting projects. This allows you to manage all stages and deliver on your promises, from conception to completion. CrossConcept has decades experience in helping service companies automate their processes. CrossConcept has worked with clients ranging in size from a few people to more than thirty thousand. CrossConcept Continuum was born out of real-world experience by the founder and his team.
Our solution is a simple but powerful PSA!
API Access
Has API
Yes
API Access
Has API
Yes
Integrations
Google Cloud Platform
Yes
Google Workspace
Yes
HubSpot CRM
Yes
HubSpot Customer Platform
Yes
Microsoft Excel
Yes
Microsoft Office 2021
Yes
Microsoft Outlook
Yes
Microsoft Word
Yes
QuickBooks Online
No
ethosIQ Customer Engagement Platform
No
Integrations
Google Cloud Platform
No
Google Workspace
No
HubSpot CRM
No
HubSpot Customer Platform
No
Microsoft Excel
No
Microsoft Office 2021
No
Microsoft Outlook
No
Microsoft Word
No
QuickBooks Online
Yes
ethosIQ Customer Engagement Platform
Yes
Pricing Details
Free
Free Trial
No
Free Version
Yes
Pricing Details
$15.00/month/user
$15 USD per user per month
Free Trial
Yes
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
Yes
iPad App
Yes
Android App
Yes
Windows
No
Mac
Yes
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
Yes
iPad App
Yes
Android App
Yes
Windows
Yes
Mac
Yes
Linux
Yes
Chromebook
Yes
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)
Yes
In Person
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
Yes
Vendor Details
Company Name
Continuum CRM
Country
United States
Website
www.continuumcrm.com
Vendor Details
Company Name
CrossConcept Continuum PSA
Founded
2010
Country
Canada, United States & UK
Website
continuumpsa.io
Product Features
Assisted Living
Admissions Management
No
Billing & Invoicing
No
Building Maintenance
No
Care Planning
No
Event / Activities Planning
No
Incident Management
No
Marketing / Lead Management
No
Meal / Nutrition Management
No
Medical Records
No
Medication Tracking
No
New Resident Assessment
No
Resident Info Management
No
Scheduling
No
Staff Management
No
Work Order Management
No
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
Agile Project Management Tools
Backlog Management
Yes
Feedback Management
Yes
Gantt/Timeline View
Yes
Kanban Board
Yes
Prioritization
No
Request Management
Yes
Resource Management
Yes
Retrospectives Management
No
Status Tracking
Yes
Supports Scrum
Yes
Team Management
Yes
Template Management
Yes
Workflow Management
Yes
Billing and Invoicing
Billing Portal
Yes
Contact Database
Yes
Contingency Billing
Yes
Customer Portal
Yes
Customizable Invoices
Yes
Dunning Management
Yes
Hourly Billing
Yes
Invoice History
Yes
Mobile Payments
Yes
Multi-Currency
Yes
Online Invoicing
Yes
Online Payments
Yes
Payment Processing
Yes
Project Billing
Yes
Recurring/Subscription Billing
Yes
Service Ticket Billing
Yes
Tax Calculator
Yes
CRM
Calendar/Reminder System
No
Call Logging
Yes
Document Storage
Yes
Email Marketing
Yes
Internal Chat Integration
No
Lead Scoring
Yes
Marketing Automation Integration
No
Mobile Access
Yes
Quotes / Proposals
Yes
Segmentation
No
Social Media Integration
No
Task Management
Yes
Territory Management
No
Flowchart
Collaboration
Yes
Diagramming
Yes
Drag & Drop
Yes
Organizational Charting
Yes
Process Mapping
Yes
Revision Management
Yes
Templates
Yes
Text to Chart
Yes
Gantt Chart
Alerts/Notifications
Yes
Capacity Monitoring
Yes
Color Coding
Yes
Dependency Tracking
Yes
Drag & Drop
Yes
Milestone Tracking
Yes
Progress Tracking
Yes
Task Management
Yes
Templates
Yes
IT Project Management
Bug Tracking
Yes
Issue Management
Yes
Milestone Tracking
Yes
Percent-Complete Tracking
Yes
Portfolio Management
Yes
Prioritization
Yes
Product Roadmapping
No
Requirements Management
Yes
Resource Management
Yes
Status Tracking
Yes
Supports Agile
No
Supports Scrum
No
Task Management
Yes
Testing / QA Management
No
Time & Expense Tracking
Yes
Professional Services Automation
Billing & Invoicing
Yes
CRM
Yes
Client Portal
Yes
Collaboration Tools
Yes
Document Management
Yes
Portfolio Management
Yes
Project Management
Yes
Proposal Generation
Yes
Quote Management
No
Resource Management
Yes
Time & Expense Tracking
Yes
Project Management
Agile Methodologies
Yes
Budget Management
Yes
Client Portal
No
Collaboration Tools
Yes
Cost-to-Completion Tracking
Yes
Customizable Templates
Yes
Gantt Charts
Yes
Idea Management
Yes
Kanban Board
No
Milestone Tracking
Yes
Portfolio Management
Yes
Resource Management
Yes
Time & Expense Tracking
Yes
Traditional Methodologies
Yes
Project Planning
Agile Methodologies
Yes
Budget Management
Yes
Collaboration Tools
Yes
Due Date Tracking
Yes
Gantt Charts
Yes
Kanban Board
Yes
Prioritization
No
Progress Tracking
Yes
Resource Management
Yes
Task Management
Yes
Template Management
Yes
Traditional Methodologies
Yes
Project Portfolio Management
Budget Management
Yes
Collaboration
Yes
Dashboard
Yes
Issue Management
Yes
Milestone Tracking
Yes
Portfolio Management
Yes
Project Planning
Yes
Requirements Management
Yes
Resource Management
Yes
Status Tracking
Yes
Task Management
Yes
Time & Expense Tracking
Yes
Project Tracking
Collaboration Tools
Yes
Cost-to-Completion Tracking
Yes
Gantt Charts
Yes
Kanban Board
Yes
Milestone Tracking
Yes
Percent-Complete Tracking
Yes
Prioritization
Yes
Status Tracking
Yes
Time & Expense Tracking
Yes
Resource Management
Capacity Management
Yes
Data Visualization
Yes
Demand Forecasting
Yes
Drag & Drop
Yes
Employee Scheduling
Yes
Filtered Search
Yes
Resource Allocation
Yes
Skills Tracking
Yes
Utilization Management
Yes
Time and Expense
Activity Tracking
Yes
Billable Hours Tracking
Yes
Billing Rate Management
Yes
Expense Tracking
Yes
Invoice Processing
Yes
Multiple Billing Rates
Yes
Project Tracking
Yes
Reimbursement Management
Yes
Time Tracking by Client
Yes
Time Tracking by Project
Yes
Time Tracking
Automatic Time Capture
Yes
Billable & Non-Billable Hours
Yes
Billing & Invoicing
Yes
Employee Database
Yes
Expense Tracking
Yes
Mobile Time Tracking
Yes
Multiple Billing Rates
Yes
Offline Time Tracking
Yes
Online Time Tracking
Yes
Overtime Calculation
Yes
Time per Project Reporting
Yes
Timesheet Management
Yes
Vacation / Leave Tracking
Yes
