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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

Kool CRM simplifies the management of your mailbox, allowing you to effortlessly view and send emails with just a few clicks. This functionality enables you to categorize your contacts into different groups and contexts according to your preferences. Administrators have the ability to add activities for the current day or the following day, as well as edit or mark activities as completed. With Kool CRM, managing events becomes a straightforward task; users can create, view, and delete events with minimal effort. Additionally, by analyzing historical data from previous campaigns, you can develop more effective sales strategies for the future. Kool CRM also streamlines the process of maintaining quotes; you can easily create new quotes and access all previous quotes from a dedicated section. The platform includes a payment section that allows for proper management of your transactions, where new payments can be created with relevant information. In the invoice section, generating invoices is a breeze, and you can view all invoices from this location as well, including the option to set up recurring invoices for ongoing billing needs. By utilizing these features, Kool CRM enhances your overall productivity and efficiency in managing various aspects of your business.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Kool Invoice No 

Integrations

Kool Invoice Yes 

Pricing Details

$1,499 per year
Free Trial No 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
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 Yes 
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 No 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

Hearth

Country

United States

Website

www.gethearth.com

Vendor Details

Company Name

BTS Software

Country

United Kingdom

Website

btssoft.net

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 No 
Document Storage Yes 
Email Marketing Yes 
Internal Chat Integration Yes 
Lead Scoring No 
Marketing Automation Integration Yes 
Mobile Access Yes 
Quotes / Proposals No 
Segmentation Yes 
Social Media Integration Yes 
Task Management Yes 
Territory Management No 

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