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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

KDI offers the Core Information System (CIS) application for clients seeking a reliable, server-based, widely adopted, and modular solution to manage all aspects of their business operations. Each CIS installation is tailored to meet the unique needs of the client, leveraging KDI's expertise in areas such as Accounting, Business Analysis, Database Management, and Project Development. Developed with Synon for the IBM I Series, the CIS Classic series can be operated on your AS/400 (I series) or hosted by KDI. Additionally, KDI's team provides programming services to assist in upgrading existing software and creating custom applications for new solutions. Instead of juggling multiple applications from various vendors that complicate communication and lead to redundant data entry, consider streamlining your IT-driven business processes into a single, effective solution that enhances efficiency and productivity. This consolidation not only simplifies your operations but also enables your organization to focus on growth and innovation.

Description

Soft1 Cloud CRM Series 5 is a comprehensive software-as-a-service platform designed to help businesses enhance their relationships with customers, deliver exceptional service, boost sales, and foster further growth. This innovative CRM solution equips your organization with the tools needed to gain insights into accurate customer data and comprehend client behaviors more effectively. With its real-time capabilities, Soft1 CRM Series 5 allows team members to build on existing relationships and seize new sales opportunities from any location using any mobile device. Built on the Microsoft Windows Azure infrastructure, this system enables your business to lower operational expenses while empowering sales staff to achieve more, providing managers with deeper insights, and ensuring customers receive outstanding service. By consolidating customer information in a single location, businesses can seamlessly manage every aspect of the customer journey, from marketing and sales to support and service, thus enhancing overall customer satisfaction. This integrated approach not only streamlines processes but also fosters a more connected and responsive business environment.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Microsoft Azure No 

Integrations

Microsoft Azure Yes 

Pricing Details

$25.00/month/user
Free Trial No 
Free Version No 

Pricing Details

No price information available.
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 Yes 
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) Yes 
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 No 
Live Training (Online) No 
In Person Yes 

Vendor Details

Company Name

Kobelt Development

Website

www.kdi.ca/services/software/accounting-software/classic-cis/

Vendor Details

Company Name

SoftOne

Founded

2002

Country

Greece

Website

www.soft1.eu/cloud-crm/

Product Features

Accounting

Accounts Payable Yes 
Accounts Receivable Yes 
Bank Reconciliation Yes 
Billing & Invoicing Yes 
CPA Firms No 
Cash Management Yes 
Cryptocurrency Support No 
Expense Tracking Yes 
Fixed Asset Management Yes 
Fund Accounting No 
General Ledger Yes 
Government No 
Multi-Currency Yes 
Nonprofits Yes 
Payroll Management No 
Project Accounting Yes 
Purchase Orders Yes 
Tax Management 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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