Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
The Hearth mobile application allows you to effortlessly present your clients with estimated monthly payment plans, pre-qualify them in just a few minutes, and monitor the status of their loans. You can dispatch quotes, contracts, and invoices that include financing options directly from your mobile device, streamlining your sales process. With digital quotes, contracts, invoices, and payment tools, you won't have to worry about the hassle of tracking down checks and signatures anymore. Clients will receive automated reminders, relieving you of that responsibility. You can also easily monitor when clients receive, access, and sign important documents. By providing flexible payment solutions and a polished digital experience, Hearth enhances customer satisfaction significantly. The automation and tracking features mean no more back-and-forth phone calls or misunderstandings. Presenting monthly payment options instills confidence in your customers, encouraging them to proceed with their projects. Furthermore, Hearth enables you to integrate monthly payment solutions into every quote, contract, and invoice, facilitating smoother transactions and increasing your chances of closing more deals. This innovative approach not only benefits your clients but also boosts your business efficiency and success.
Description
This means that we strive diligently to expand our network, finalize more transactions, recruit additional staff, and create an array of products. However, the road to expansion presents its own set of challenges, as the volume of data that must be connected, structured, and shared across various departments increases significantly. Opportunities that could have been pursued often slip through the cracks, essential information can become misplaced, and miscommunication frequently occurs. This leads to slower processes, causing frustration for both customers and employees alike. To combat the issue of lost documents, consider seamlessly attaching them to clients, opportunities, and events. You can efficiently manage and categorize your emails in the HyperTeam CRM by integrating them directly from your Outlook account. Moreover, enhance teamwork and eliminate miscommunication by swiftly assigning tasks and subtasks directly within the system, ensuring that everyone remains aligned and informed. Embracing these tools not only streamlines operations but also fosters a more cohesive working environment.
API Access
Has API
No
API Access
Has API
No
Integrations
Microsoft 365
No
Microsoft Outlook
No
Pricing Details
$1,499 per year
Free Trial
No
Free Version
No
Pricing Details
$99 per month
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
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
Yes
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
Hearth
Country
United States
Website
www.gethearth.com
Vendor Details
Company Name
HyperTeam
Founded
2014
Country
United States
Website
www.hyperteam.com/hyperteam-crm
Product Features
Residential Construction Estimating
Bid Management
No
Billing & Invoicing
No
Building Product Database
No
Change Orders
No
Customer Management
No
Project Management
No
Quote Management
No
Scheduling
No
Takeoff
No
Product Features
CRM
Calendar/Reminder System
Yes
Call Logging
Yes
Document Storage
Yes
Email Marketing
Yes
Internal Chat Integration
Yes
Lead Scoring
Yes
Marketing Automation Integration
Yes
Mobile Access
Yes
Quotes / Proposals
Yes
Segmentation
Yes
Social Media Integration
Yes
Task Management
Yes
Territory Management
Yes