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Average Ratings 0 Ratings

Total
ease
features
design
support

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

Write a Review

Description

Cymonz empowers you to establish or enhance your currency exchange and payment operations. It features a management application designed to handle dealings, settlements, compliance, and personalization. Customers can access currency exchange services online and through apps under your branding. The platform includes integrations for liquidity, payments, customer management, and sales. With pre-built business processes, automation capabilities, and top-tier sales and marketing tools, you can devote your time to servicing and acquiring customers. Its fully customizable nature allows complete control over your pricing and fees. Additionally, Cymonz prioritizes seamless integration with other leading services, enabling smooth operations with liquidity and payment providers for automatic transaction clearance, ensuring a comprehensive solution for your business needs. This versatility positions Cymonz as an indispensable tool for modern financial enterprises.

Description

Streamline the entire workflow of Lead Generation, Sales Management, Marketing, Forecasting, and Analytics to enhance efficiency. You can set up CRM Software on your own web server, localhost, or on-premises. Laravel stands out as the leading Open Source MVC web application framework. With this system, you can accommodate an unlimited number of users and records while managing admin roles effectively. It is recognized as the most commonly utilized fully customizable Open Source CRM software available. This solution offers the flexibility to tailor the CRM to fit your specific business needs. You can access CRM Software at a significantly reduced cost without any hidden fees or ongoing monthly expenses. By automating the sales workflow on a single platform, you can streamline the processes from lead generation to closing sales, allowing managers to monitor and evaluate performance efficiently. Gain an up-to-date perspective of your complete sales funnel, including reports, lead statuses, customer information, sales figures, and user data, all presented on an interactive graphical dashboard. The Contact Manager feature enables you to organize and manage contacts, leads, accounts, customers, phone numbers, and emails in a centralized location, ensuring you never lose track of essential information. This comprehensive approach not only simplifies data management but also empowers your team to work more collaboratively and effectively.

API Access

Has API Yes 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

Salesforce Yes 

Integrations

Salesforce No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

$1000
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 No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises Yes 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
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 Yes 
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

Cymonz

Founded

2011

Country

United States

Website

www.cymonz.com

Vendor Details

Company Name

DigitalCRM

Country

United States

Website

digitalcrm.com

Product Features

Currency Exchange

Analytical Reporting No 
Client Management No 
Custom Account Statements No 
Data Backup Scheduling No 
For Money Exchanges No 
Margin Management No 
Market Data Access No 
Position Management No 
Real Time Currency Quotes No 
Real Time Tracking No 
Transaction Management Yes 

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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