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Ratings and Reviews 0 Ratings

Total
ease
features
design
support

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What is DesignFiles?

Distribute the questionnaire to your clients and get instant notifications as they submit their responses. Collect essential details such as images of rooms, measurements, budget limitations, style preferences, and other relevant information. By using the DesignFiles clipper, you can significantly streamline your workflow and save substantial amounts of time searching for products online. Incorporating items from your library into design boards, PDF presentations, tear sheets, invoices, and purchase orders is incredibly simple and can be accomplished with just a few clicks. All products you select are conveniently stored in your personal library, making them readily available for any project you undertake. This system eliminates the need for lengthy phone conversations or time-consuming meetings, allowing for a more efficient communication process. Each design board is accompanied by automatically generated, comprehensive product lists, enabling you to quickly reference details. Additionally, you can create branded tear sheets for any product in just seconds. Purchase orders can be efficiently generated directly from invoices, which can then be downloaded as branded PDFs and sent directly to vendors. This streamlined approach not only conserves time but also improves organization and professionalism in your interactions with clients. Overall, this system fosters a more efficient design process and enhances client satisfaction.

What is Crik-IT?

Your clients and representatives are empowered to manage tasks autonomously, enhancing efficiency. Representatives have the capability to retrieve client information, generate up-to-the-minute reports, log leads, and execute a variety of other tasks seamlessly. Clients, on the other hand, can conveniently reprint invoices, track shipments, and place orders whenever they choose. Our robust infrastructure, backed by Microsoft Azure and HostDime data centers, guarantees dependable service. We place a high priority on security, employing full SSL encryption, and our data centers are certified with PCI and SOC 2 Type 2 standards. The integration between your ERP system and the Crik-IT portal is automated, with updates occurring every 30 minutes, ensuring that users have access to real-time data. This allows for browser-based information access, order entry, and other functionalities from any desktop or mobile device at any time. Additionally, we incorporate the Stripe credit card processing system to ensure that payments for invoices and order submissions are secure and efficient. By enabling your B2B clients and representatives to manage data entry effectively, orders submitted via Crik-IT can be automatically integrated into your order management system without any manual intervention. This efficient workflow not only conserves valuable time but also significantly boosts overall productivity, allowing your team to focus on more strategic tasks. Ultimately, this innovative approach transforms the way you conduct business, leading to improved client satisfaction and operational success.

Media

Media

Integrations Supported

QuickBooks Online

Integrations Supported

QuickBooks Online

API Availability

Has API

API Availability

Has API

Pricing Information

$35 per month
Free Trial Offered?
Free Version

Pricing Information

$29 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

DesignFiles

Date Founded

2016

Company Location

Canada

Company Website

designfiles.co

Company Facts

Organization Name

Crik-IT

Company Location

United States

Company Website

www.crik-it-portal-for-quickbooks.com

Categories and Features

Project Management

Agile Methodologies
Budget Management
Client Portal
Collaboration Tools
Cost-to-Completion Tracking
Customizable Templates
Gantt Charts
Idea Management
Kanban Board
Milestone Tracking
Portfolio Management
Resource Management
Time & Expense Tracking
Traditional Methodologies

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

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