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What is CRMit?

CRMit serves as an all-encompassing business management and CRM platform tailored to streamline vital functions for small businesses, integrating aspects like customer relationship management, task organization, invoicing, and time tracking into a single user-friendly interface. It offers a comprehensive 360-degree perspective on customer data, enabling users to effectively manage contacts, track purchasing activities, and maintain detailed records of jobs and tasks alongside time entries. The platform allows users to quickly create professional invoices, proforma invoices, and quotes, while also facilitating contract management that incorporates recurring billing and a straightforward sales opportunity pipeline. Additionally, it supports the logging, prioritization, and delegation of jobs and tasks to team members, equipped with features for notes, attachments, and real-time status updates. CRMit also includes customizable dashboards and staff management functionalities, such as GPS tracking and leave calendars, alongside a robust product catalog management system, ensuring businesses have all the tools they need to thrive. Ultimately, CRMit not only boosts operational efficiency but also enhances collaboration within teams, promoting a more productive work environment. Its comprehensive features make it an invaluable asset for small businesses aiming for growth and success.

What is BlinQ?

BlinQ Software provides an exceptional platform for rapidly generating accurate on-site quotes for window furnishings, enabling you to create a quotation in mere minutes instead of spending hours on the task. By enhancing your capacity to attract, maintain, and manage customers and leads, you can effectively shift your business towards a more customer-focused model. The system allows for efficient management of leads, customers, and job sites, with a straightforward search functionality. You can effortlessly schedule appointments through Google Calendars and assign the most appropriate staff for various tasks, accommodating an unlimited number of personnel and calendars while efficiently tracking your leads. Streamline your quoting process by offering instant quotes that customers can easily review and accept, with the capability to generate quotes directly on-site and send them via email for quick retrieval. Keep track of the status of your quotes—whether they are pending or approved—and seamlessly transition confirmed quotes into actionable jobs. Moreover, manage invoices, payments, suppliers, and purchase orders with ease to further optimize your operations. This holistic approach not only saves valuable time but also significantly boosts customer satisfaction and fosters business expansion, ensuring that your company remains competitive in a fast-paced market. Ultimately, BlinQ Software empowers you to deliver exceptional service while keeping your operations organized and efficient.

Media

Media

Integrations Supported

MSIGHTS
MYOB Acumatica
Microsoft Excel
PayPal
QuickBooks Online
Stripe
Xero

Integrations Supported

MSIGHTS
MYOB Acumatica
Microsoft Excel
PayPal
QuickBooks Online
Stripe
Xero

API Availability

Has API

API Availability

Has API

Pricing Information

Free
Free Trial Offered?
Free Version

Pricing Information

$150 per month
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

CRMit

Date Founded

2016

Company Location

United States

Company Website

crmit.app/

Company Facts

Organization Name

BlinQ Software

Date Founded

2012

Company Location

Australia

Company Website

www.blinq.com.au

Categories and Features

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Categories and Features

Appointment Scheduling

Appointment Reminders
Automated Scheduling
Calendar Sync
Client Database
Group Scheduling
Mobile Access
Multi-Location
Online Booking
Online Payments
Recurring Appointments
Room Booking Management

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

eCommerce

CRM
Catalog Management
Channel Management
Customer Accounts
Data Security
Email Marketing
Inventory Management
Kitting
Loyalty Program
Mobile Access
Multi-Store Management
Order Management
Product Configurator
Promotions Management
Returns Management
Reviews Management
SEO Management
Shopping Cart
Templates

Order Management

Back Order Management
Catalog Management
Inventory Management
Order Entry
Order Fulfillment
Order Tracking
Recurring Orders
Returns Management
Shipping Management
Special Order Management

Productivity

Collaboration
Database Creation
Document Creation
File Sharing
Notes Management
Office Suite
Presentation Tools
Project Management
Task Management
Team Chat

Quoting

Automated Quoting
Catalog Management
Client Portal
Contact Management
Customer Accounts
Customizable Branding
Discount Management
Forms Creation
Pricing Management
Product Configurator
Proposal Management

Work Order

Contract Management
Customer Database
Dispatch Management
Inventory Control
Job Management
Preventive Maintenance
Quotes / Estimates
Recurring Appointments
Routing
Scheduling
Task Management

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