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Ratings and Reviews 0 Ratings
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Centrex SoftwareOur robust Customer Relationship Management (CRM) system is designed to enhance productivity, boost revenue generation, and foster better customer engagement. You can effectively oversee your advance and loan portfolio while benefiting from seamless integration with ACH processors. The platform also features a broker portal and comprehensive syndicate reporting capabilities. Engage your audience through email and SMS campaigns, manage incoming and outgoing SMS communications, and monitor email open rates, among various other features. ClixSign® facilitates the electronic signature process for any document, allowing you to track when up to eight signers have viewed and signed them. Your clients can utilize a personalized portal that enables them to upload necessary documents, check messages, and monitor their balances and payments. With our cutting-edge contact and deal management software, you gain a clear view of the entire sales pipeline. Additionally, Centrex Software specializes in providing tailored software development services, aiding clients in creating web and mobile applications for a wide range of needs, ensuring that they have the right tools to succeed in their business endeavors. This combination of features and services empowers companies to operate more efficiently and effectively.
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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 Innovative companies have long abandoned outdated methods for coding clients and contacts.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 Captain Data?
Captain Data expertly manages your most ambitious sales and marketing initiatives by sourcing, refining, and automating data from more than 30 online platforms. This powerful automation solution guarantees that your marketing, sales, and operational teams receive the necessary support to scale even the most complex workflows effectively. You have the flexibility to choose a single app for simple automation tasks or combine several applications for more detailed processes. With a multitude of automation possibilities, ranging from straightforward tasks to intricate operations that link multiple applications, Captain Data covers all your needs. Its intuitive interface ensures that those without technical skills can easily navigate and utilize its features, leading to a smooth user experience. Additionally, Captain Data complies with application restrictions, skillfully managing the frequency of actions on social media platforms and adhering to API rate limits, so your automations operate seamlessly without constant oversight. Ideal for both small businesses and large enterprises, Captain Data equips you with essential tools to enhance your operational productivity. As you explore its capabilities, you'll discover innovative ways to streamline your workflows and drive better results.
Integrations Supported
Activepieces
Airtable
BI Book
Cargo
Dropcontact
Google
Google Sheets
Hunter
Icypeas
Instagram
Integrations Supported
Activepieces
Airtable
BI Book
Cargo
Dropcontact
Google
Google Sheets
Hunter
Icypeas
Instagram
API Availability
Has API
API Availability
Has API
Pricing Information
Pricing not provided.
Free Trial Offered?
Free Version
Pricing Information
$99 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
Wizardsoft
Date Founded
2014
Company Location
Australia
Company Website
charm.wizardsoft.com
Company Facts
Organization Name
Captain Data
Date Founded
2019
Company Location
France
Company Website
www.captaindata.co
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
Data Extraction
Disparate Data Collection
Document Extraction
Email Address Extraction
IP Address Extraction
Image Extraction
Phone Number Extraction
Pricing Extraction
Web Data Extraction
Lead Generation
Contact Discovery
Contact Import/Export
Lead Capture
Lead Database Integration
Lead Nurturing
Lead Scoring
Lead Segmentation
Pipeline Management
Prospecting Tools
Visitor Identification
Sales Intelligence
CRM Integration
Data Cleaning
Data Enrichment
Data Import/Export
Data Mining
Data Verification
Email Integration
Lead Scoring
List Building
Performance Management
Pipeline Management
Predictive Modeling/Analytics
Prospecting Tools
Reporting/Analytics
Sales Forecasting