Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

CounterBalance transcends being merely a software solution; it serves as a comprehensive platform that grants users extensive control over operational management. This versatile system encompasses elements such as Customer Relations Management (CRM), Process Control, Scheduling, Inventory and Time Cost Tracking, Financial Accounts, and much more. By utilizing CounterBalance, management can create a bespoke system that caters specifically to their operational requirements. Users can design tailored process flows, establish various payment methods, generate forms, implement access controls, and set up notifications and reporting features. Essentially, the CounterBalance platform empowers you to construct an application that feels as if you developed it independently. Furthermore, all customization and maintenance tasks within your CounterBalance System can be performed directly by you, the end user, through straightforward and intuitive interfaces. In addition to effectively managing leads and customer interactions in a consistent manner, CounterBalance also proficiently oversees the inventory components associated with those sales, ensuring a holistic approach to operational efficiency. Ultimately, this platform combines flexibility with user-friendliness, making it a powerful tool for any organization.

Description

xpdCrm is an integral component of a holistic professional services automation software solution designed to empower your organization in managing sales data effectively. This all-encompassing tool is a valuable addition to the xpdOffice suite of enterprise-level on-demand solutions, offering an intuitive interface that enables businesses to oversee opportunities and facilitate deal closures. With xpdCrm, you can dedicate more time to nurturing customer relationships rather than getting bogged down in administrative tasks. The software adapts to your specific lead and customer management styles, providing real-time analytics that help you evaluate your business performance and make informed choices. Employees require tools that streamline their workloads and enhance productivity, rather than create additional challenges; simplicity is key. Moreover, xpdCrm ensures that you have quick access to customer information, and since xpdOffice operates on a web-based platform, you can retrieve data from anywhere globally, including on your mobile device through xpdWireless. Additionally, xpdOffice seamlessly integrates with other widely-used applications such as Microsoft Word, further enhancing its functionality and user experience. This level of connectivity and ease of use makes xpdCrm an invaluable asset for any organization looking to optimize its sales processes.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Microsoft Excel No 
Microsoft Project No 
Microsoft Word No 
xpdOffice No 

Integrations

Microsoft Excel Yes 
Microsoft Project Yes 
Microsoft Word Yes 
xpdOffice Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows Yes 
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 No 
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 No 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

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

Vendor Details

Company Name

Nexphaze

Website

www.nexphaze.com

Vendor Details

Company Name

xpdoffice

Country

United States

Website

xpdoffice.com/crm/

Product Features

CRM

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

Alternatives

Counter Intelligence Reviews

Counter Intelligence

Kudos Solutions

Alternatives

xpdInvoice Reviews

xpdInvoice

xpdoffice
LogBook ERP Reviews

LogBook ERP

Vrox Labs
xpdContracts Reviews

xpdContracts

xpdoffice
Counter Sales Reviews

Counter Sales

Insight Works
xpdPurchase Reviews

xpdPurchase

xpdoffice
CounterMeasures Reviews

CounterMeasures

Alion Science and Technology