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What is Charm CRM?

Develop a thorough comprehension of your interactions with both current and potential clients while minimizing the frequency of cold calls whenever feasible. You will consistently have access to an extensive record of your engagements, even as your contacts change roles or companies. The Placements module in Charm delivers the accuracy and flexibility needed to fairly compensate your consultants, maintain data quality, and provide crucial financial details to payroll and other applications. By doing so, you can eliminate the necessity of dedicating extra resources to transform data into actionable insights. As we integrate Charm into your organization, we will ensure you receive comprehensive reports that allow you to monitor your sales activities in real time. Innovative companies have long abandoned outdated methods for coding clients and contacts. With the tagging feature in Charm, you can categorize clients, contacts, and opportunities in various ways, which enhances your direct marketing initiatives and streamlines system searches and alerts, thus increasing the efficiency and effectiveness of your operations. This forward-thinking approach not only conserves time but also refines your marketing strategies, positioning you advantageously in a competitive market. Ultimately, adopting such a system empowers your team to make data-driven decisions and stay responsive to evolving client needs.

What is App Portal?

App Portal simplifies your billing process by taking control as soon as you generate an invoice for your clients, ensuring that payment quickly finds its way into your bank account with minimal effort. This efficient system eliminates the need for you to manually reconcile payments in your accounting software, making the entire process smoother. Our dedicated team is focused on ensuring that App Portal integrates effortlessly with leading invoicing and accounting platforms. As you send out invoices, your clients will be instantly notified through SMS and email, receiving a link to download your app for added convenience. Furthermore, App Portal will remind your clients on the invoice's due date and follow up diligently if any payments are late. Once a payment is completed, App Portal will automatically take care of reconciliation in your accounting software, leaving you with no additional tasks to manage. It functions seamlessly and efficiently. To add to this, we will create a completely customized version of App Portal that reflects your business's unique name, branding, and color palette, and we will ensure its availability on both the Apple App Storeâ„¢ and Google Play Storeâ„¢ for straightforward access. This all-encompassing solution is designed to significantly improve your billing experience and enhance your business's operational efficiency.

Media

Media

Integrations Supported

Additional information not provided

Integrations Supported

Additional information not provided

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

$500 one-time payment
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

Wizardsoft

Date Founded

2014

Company Location

Australia

Company Website

charm.wizardsoft.com

Company Facts

Organization Name

Softgroup

Date Founded

2008

Company Location

United States

Company Website

soft.group

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

Billing and Invoicing

Billing Portal
Contact Database
Contingency Billing
Customer Portal
Customizable Invoices
Dunning Management
Hourly Billing
Invoice History
Mobile Payments
Multi-Currency
Online Invoicing
Online Payments
Payment Processing
Project Billing
Recurring/Subscription Billing
Service Ticket Billing
Tax Calculator

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