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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.
Description
The job booking page now features integrated Google Maps, allowing for immediate distance and time calculations. You can create and manage quotes seamlessly, converting them into invoices once the job is completed. Staff schedules are easily managed through a simple drag-and-drop interface for jobs, allowing you to assign them to specific staff members and vehicles effortlessly. Clients can be contacted directly via email and messaging from the job page, with all communication conveniently logged for reference. A clear calendar view provides a visual representation of the day's jobs, detailing assignments for vehicles and team members. Moreover, all client communications related to jobs, including replies, are automatically synced to maintain an organized job log. You can capture detailed information necessary for completing the job, instantly calculate costs and time, gather payment details, and tentatively assign a vehicle for the scheduled date. Additionally, an integrated removalist calculator allows users to enter the number of articles for storage, automatically calculating the required cubic meters. This comprehensive setup ensures every aspect of job management is streamlined for efficiency and clarity.
API Access
Has API
No
API Access
Has API
No
Integrations
Kool Invoice
No
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
$199 per month
Free Trial
No
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
Yes
iPad App
Yes
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
No
Webinars
No
Live Training (Online)
No
In Person
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
Yes
Vendor Details
Company Name
BTS Software
Country
United Kingdom
Website
btssoft.net
Vendor Details
Company Name
Moventum
Founded
2017
Country
Australia
Website
www.moventum.com.au
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
Product Features
Moving
Billing & Invoicing
Yes
Claims Management
No
Customer Management
Yes
Dispatch Management
Yes
Employee Management
Yes
Fleet Management
Yes
International Moves
No
Interstate Moves
Yes
Job Management
Yes
LTL / Shared Truckload
No
Lead Management
Yes
Local Moves
Yes
Military / GSA Moves
No
Quotes / Estimates
Yes
Storage Management
Yes
Work Order Management
Yes