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Description
The options on the market were not only expensive but also featured complexities that did not align with the organization's actual needs. Additionally, the implementation of the CRM typically required the assistance of an external consultant, making it even more challenging for users to navigate effectively. Essential features include the ability to highlight critical messages from both potential and existing clients, alongside a robust search function that allows for swift retrieval of previous communications. Calendar integration is crucial for providing a comprehensive overview of upcoming appointments and sales engagements. It is vital to access the most relevant data and insights necessary for performing your duties efficiently. Reporting should enhance understanding and not add confusion, as we strive to make sales metrics not only clear but also actionable and conducive to generating new ideas. With a quick glance, users can identify their last interactions with clients and ensure follow-ups are scheduled to maintain strong relationships. Furthermore, when a new team member comes on board to assume responsibility for an account, transferring all past communications and activities becomes a straightforward and smooth process, ensuring continuity and client satisfaction. Ensuring ease of use and clarity in communication tools is essential for fostering a productive work environment.
Description
Stop sifting through your inbox; instead, access up-to-date plans, selections, statuses, and budgets effortlessly from a single tool that consolidates all essential project information. This platform streamlines communication with clients and collaborators for easy sharing. With Materio, you can set client reminders, manage finances, and create progress reports, ensuring your clients feel secure and informed about every detail. Materio aids in clarifying project developments for your clients, allowing you to focus on other tasks. By establishing decisions from the outset and utilizing deadlines and reminders, you can maintain a smooth workflow. Materio simplifies the process of converting inquiries into solutions, catering to those who prefer not to deal with complex software. Clients can grasp even the most extensive projects through our user-friendly interface. Collaborate with your clients to explore various options, and then formalize agreements by securing their approval, all while helping them stay within budget. In addition, Materio empowers you to track project progress without the hassle of manual oversight, ensuring that every aspect is monitored efficiently.
API Access
Has API
No
API Access
Has API
No
Integrations
No details available.
Integrations
No details available.
Pricing Details
$25 per user per month
Free Trial
Yes
Free Version
No
Pricing Details
$95 per month
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
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
No
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
No
Webinars
No
Live Training (Online)
No
In Person
No
Vendor Details
Company Name
Evolved Metrics
Founded
2015
Country
Canada
Website
evolvedmetrics.com/crm/
Vendor Details
Company Name
Materio
Country
United States
Website
www.materio.co
Product Features
Construction CRM
Client Tracking
No
Contract Management
No
Forecasting
No
Project Management
No
Quote Management
No
Sales Management
No
Scheduling
No
Time 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
Home Builder
Accounting Management
No
Bid Management
No
CRM
No
Contract Management
No
Job Costing
No
Job Scheduling
No
Permit Management
No
Quotes / Estimates
No
Subcontractor Management
No
Supplier Management
No
Warranty / Service Management
No
Product Features
Construction Bid Management
Bidder Management
No
Building Product Database
No
Cost Database
Yes
File Sharing
Yes
Proposal Management
Yes
Quotes / Estimates
Yes
RFP Management
No
Subcontractor Management
No
Takeoff
Yes
Version Control
Yes
Construction Estimating
Accounting Integration
No
Audit Trail
No
Bid Management
Yes
Billing & Invoicing
No
Building Product Database
No
Calculators
No
Change Orders
No
Contract Management
No
Cost Database
Yes
Customer Management
Yes
Customizable Templates
No
Electrical Estimating
No
HVAC Estimating
No
Historical Database
No
Job Costing
Yes
Plumbing Estimating
No
Price Data / Price Books
No
Project Management
Yes
Quote Management
No
Reporting/Analytics
No
Scheduling
Yes
Subcontractor Management
No
Takeoff
Yes
What-if Analysis
No
Construction Management
Accounting Integration
No
Budget Tracking/Job Costing
Yes
CRM
No
Change Orders
No
Commercial
No
Contract Management
No
Contractors
No
Equipment Tracking
No
Estimating
Yes
Incident Reporting
No
Mobile Access
Yes
Offline Access
No
RFI & Submittals
No
Residential
Yes
Subcontractor Management
No
Timesheets
No
Construction Scheduling
Bid Management
Yes
Change Orders
No
Gantt Charts
No
Job Scheduling
Yes
Project Scheduling
Yes
Rescheduling
Yes
Staff Calendar
Yes
Task Management
No
Home Builder
Accounting Management
No
Bid Management
Yes
CRM
No
Contract Management
No
Job Costing
Yes
Job Scheduling
Yes
Permit Management
No
Quotes / Estimates
Yes
Subcontractor Management
No
Supplier Management
No
Warranty / Service Management
No
Job Costing
Bills of Material
No
Budgeting & Forecasting
Yes
Change Orders
No
Cost-to-Completion Tracking
Yes
Invoice Management
No
Overrun Reporting
No
Percent-Complete Tracking
No
Production Cost Tracking
No
Purchase Order Management
No
Quotes / Estimates
No
Time Tracking
Yes
Work Order Management
No
Project Management
Agile Methodologies
No
Budget Management
No
Client Portal
Yes
Collaboration Tools
Yes
Cost-to-Completion Tracking
Yes
Customizable Templates
No
Gantt Charts
No
Idea Management
No
Kanban Board
No
Milestone Tracking
No
Portfolio Management
No
Resource Management
No
Time & Expense Tracking
Yes
Traditional Methodologies
No
Remodeling Estimating
Cost Database
No
Quote Management
No
Residential Construction Estimating
Bid Management
Yes
Billing & Invoicing
No
Building Product Database
No
Change Orders
No
Customer Management
Yes
Project Management
Yes
Quote Management
No
Scheduling
Yes
Takeoff
Yes
