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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

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 

Screenshots View All

Screenshots View All

Integrations

Microsoft 365 No 
Microsoft Outlook No 

Integrations

Microsoft 365 Yes 
Microsoft Outlook Yes 

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 

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