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What is Cogmento CRM?

Cogmento provides a complimentary cloud-based CRM solution that is specifically tailored for overseeing customer interactions and streamlining sales workflows. This top-tier CRM software enables users to efficiently convert leads into accounts, thereby improving customer acquisition strategies and ensuring faster deal closures from virtually anywhere. You can easily follow up with potential clients, identify key contacts, and manage numerous tasks with minimal effort. The platform's intuitive and customizable interface makes it simple to access all sales information in one place, enhancing your team's operational efficiency. By optimizing your sales pipeline, you can significantly increase productivity and ensure that every customer receives thorough support across all communication channels. Moreover, the system allows for tailored customer service, speeding up case resolutions and offering assistance on a global scale. It consolidates all customer data and support channels onto a single dashboard, facilitating prompt client support, accurate inquiry routing, and task assignment based on team members' skills and availability. Actively engaging with your clients will help build enduring relationships, while the platform also enhances your email marketing initiatives and leverages impactful social media channels to broaden your audience reach. Furthermore, the adaptability of the platform empowers businesses to modify their approaches in response to changing customer requirements, ensuring sustained relevance in a dynamic market. This adaptability is crucial for long-term success, as it allows businesses to remain agile and responsive to their clients' evolving needs.

What is BidClips?

BidClips enhances the experience for home service teams, enabling them to deliver superior customer interactions. With our interactive quote generator and automated follow-up system, impressing clients and expanding your business has never been simpler. Our customizable form builder ensures you gather all necessary details for each service you provide, including visuals and measurements. By using automated text and email follow-ups, you demonstrate your commitment to customer satisfaction, which can lead to increased business opportunities. Customers have the convenience of accepting, scheduling, or making downpayments on their estimates directly from their mobile devices. You can monitor the overall health of your business with real-time insights into daily jobs sold and average ticket values. To enhance your sales-to-service pipeline, leverage valuable metrics such as the ratio of bids to job closures and the percentage of requests that receive estimates. Furthermore, this data empowers you to evaluate your sales team's effectiveness, enabling you to make strategic decisions regarding staffing and training needs for optimal performance. By continuously analyzing these metrics, you can refine your approach and drive even greater success.

Media

Media

Integrations Supported

QuickBooks Online
Authorize.Net
Facebook
Google Cloud Platform
IntelliPay
Twilio
X (Twitter)

Integrations Supported

QuickBooks Online
Authorize.Net
Facebook
Google Cloud Platform
IntelliPay
Twilio
X (Twitter)

API Availability

Has API

API Availability

Has API

Pricing Information

$2 per user per month
Free Trial Offered?
Free Version

Pricing Information

$74 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

FreeCRM.com

Date Founded

2003

Company Location

United States

Company Website

www.freecrm.com

Company Facts

Organization Name

BidClips

Company Location

United States

Company Website

bidclips.com

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

Sales Force Automation

Call Management
Campaign Management
Channel Management
Commission Management
Contact Management
Contract Management
Customer Database
Email Marketing
Field Sales Management
Lead Management
Opportunity Management
Performance Metrics
Proposal Generation
Referral Tracking
Sales Forecasting
Territory Management

Categories and Features

Handyman

Billing & Invoicing
Dispatch Management
Electronic Signature
Inventory Management
Mobile Payments
Payment Processing
Quotes / Estimates
Time Tracking
Work Order Management

Job Costing

Bills of Material
Budgeting & Forecasting
Change Orders
Cost-to-Completion Tracking
Invoice Management
Overrun Reporting
Percent-Complete Tracking
Production Cost Tracking
Purchase Order Management
Quotes / Estimates
Time Tracking
Work Order Management

Landscape Management

Billing & Invoicing
Contract Management
Customer Database
Dispatch Management
Groundskeeping
Inventory Control
Irrigation Tracking
Job Management
Landscape Design
Mobile Access
Payroll Management
Plant Database
Quotes / Estimates
Routing
Scheduling & Appointments
Work Order Management

Lawn Care

Billing & Invoicing
Contract Management
Customer Management
Employee Management
Equipment Management
Mobile Access
Quotes / Estimates
Routing
Scheduling
Service Dispatch

Pest Control

Billing & Invoicing
Customer Service History
Dispatch Management
Fleet Management
Inventory Control
Mobile Access
Pest Activity Tracking
Pesticide Usage Tracking
Property Layouts
Quotes / Estimates
Scheduling

Quoting

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

Sales Force Automation

Call Management
Campaign Management
Channel Management
Commission Management
Contact Management
Contract Management
Customer Database
Email Marketing
Field Sales Management
Lead Management
Opportunity Management
Performance Metrics
Proposal Generation
Referral Tracking
Sales Forecasting
Territory 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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