Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Your representatives and clients have the ability to manage tasks independently. Representatives can access client information, generate real-time reports, log leads, and perform various other functions. Meanwhile, clients can easily reprint invoices, monitor shipments, and place orders at their convenience. Our infrastructure is supported by Microsoft Azure and HostDime data centers, ensuring reliable service. We prioritize security with full SSL encryption, and our data centers hold PCI and SOC 2 Type 2 certifications. The information from your ERP system is automatically updated to the Crik-IT portal every 30 minutes for seamless integration. This enables users to access browser-based information, enter orders, and more from any desktop or mobile device at any time. We also utilize the Stripe credit card processing engine to facilitate secure payments for invoices and order submissions by your customers. Allow your B2B clients and representatives to handle data entry efficiently, as orders placed through Crik-IT can be directly integrated into your order management system without manual input. This streamlined process not only saves time but also enhances overall productivity.
Description
Send the questionnaire to clients and receive notifications upon submission. Gather images of rooms, measurements, budget constraints, style preferences, and additional information. Streamline your workflow by utilizing the DesignFiles clipper to find products online, saving yourself countless hours. You can easily incorporate items from your library into design boards, PDF presentations, tear sheets, invoices, and purchase orders with just a few clicks. All selected products are stored in your personal library, making them accessible for any project. This system eradicates the necessity for prolonged phone conversations or time-intensive meetings. Each design board comes with automatically generated detailed product lists. You can swiftly create branded tear sheets for any product in mere seconds. Purchase orders can be generated directly from invoices, and they can be downloaded as branded PDFs and sent straight to vendors. This efficient process not only saves time but also enhances organization and professionalism in your client interactions.
API Access
Has API
No
API Access
Has API
No
Integrations
QuickBooks Online
No
Pricing Details
$29 per month
Free Trial
Yes
Free Version
No
Pricing Details
$35 per month
Free Trial
No
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
Yes
iPad App
Yes
Android App
Yes
Windows
Yes
Mac
Yes
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)
Yes
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)
Yes
In Person
No
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
Crik-IT
Country
United States
Website
www.crik-it-portal-for-quickbooks.com
Vendor Details
Company Name
DesignFiles
Founded
2016
Country
Canada
Website
designfiles.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
Project Management
Agile Methodologies
No
Budget Management
Yes
Client Portal
Yes
Collaboration Tools
No
Cost-to-Completion Tracking
Yes
Customizable Templates
Yes
Gantt Charts
No
Idea Management
Yes
Kanban Board
No
Milestone Tracking
No
Portfolio Management
No
Resource Management
No
Time & Expense Tracking
No
Traditional Methodologies
No