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Average Ratings 2 Ratings

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ease
features
design
support

Description

ProcessMate is a cloud-based solution designed to monitor quotations and ordering processes. It features a sales desktop for employees and a Customer Portal that allows clients to request quotes, place orders, and submit service requests. The portal is customizable, enabling easy branding to align with your organization’s identity. With ProcessMate, you can efficiently oversee processes and tasks, manage related documents, and facilitate team communication. This software is capable of handling both spontaneous and scheduled tasks effectively. The platform not only tracks activities but also sends notifications to users, generates reports for management, and assists in optimizing business operations. Additionally, it enhances communication with customers by allowing them to submit purchase and service requests, check the status of their ongoing requests, and automatically initiate internal processes upon submission of their requests. Consequently, this fosters a more interactive relationship between businesses and their clients.

Description

“The Smart Director” has been meticulously crafted with an emphasis on customer service at its core. We fully understand the significance of catering to our clients’ needs. Our offerings come equipped with integrated features that allow clients to submit service requests without needing to make a phone call. With just a click, assistance is readily available. When you use the Live Request tool, we provide an estimated wait time for when you can expect to receive a callback. Like you, we are operational around the clock to initiate the process of fulfilling your requirements. Feel free to send a service request anytime, and we will respond to you as swiftly as possible. Any requests made after business hours, during weekends, or on holidays will be logged and handled on the subsequent business day. Additionally, the CCCMail tool facilitates seamless communication with our clients, enabling us to send messages that can be accessed within all of our products. This includes notifications about our holiday schedules and critical weather updates that may impact our region. Keeping you well-informed is one of our top priorities, and we're committed to ensuring you have all the necessary information at your fingertips. We value your trust in us and strive to maintain open lines of communication.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

No details available.

Integrations

No details available.

Pricing Details

$25 per user per month
Free Trial Yes 
Free Version No 

Pricing Details

No price information available.
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 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 No 

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

ProcessMate

Founded

2013

Country

United Kingdom

Website

processmate.net

Vendor Details

Company Name

Continental Computers

Founded

1985

Country

United States

Website

continentalcomputers.com/smart-director/

Product Features

Quoting

Automated Quoting No 
Catalog Management No 
Client Portal No 
Contact Management No 
Customer Accounts No 
Customizable Branding No 
Discount Management No 
Forms Creation No 
Pricing Management No 
Product Configurator No 
Proposal Management No 

Workflow Management

Access Controls/Permissions No 
Approval Process Control No 
Business Process Automation No 
Calendar Management No 
Compliance Tracking No 
Configurable Workflow No 
Customizable Dashboard No 
Document Management No 
Forms Management No 
Graphical Workflow Editor No 
Mobile Access No 
No-Code No 
Task Management No 
Third Party Integrations No 
Workflow Configuration No 

Product Features

Funeral Home

Cemetery Management Yes 
Cremation Management Yes 
Financial Reporting Yes 
Funeral Ledger No 
Lot Management No 
Merchandising No 
Pre-Need Management No 
Routing No 

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