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What is Founders Abacus?

Our cloud-based dashboards are thoughtfully designed to provide you with reassurance about your revenue cycle's health. Abacus consolidates the monitoring of production results and delivers personalized summaries, which keeps staff, managers, executives, and clients in sync. Every task is timestamped upon arrival and tracked like a parcel, thereby ensuring thorough oversight of all activities and personnel. This web-accessible platform, equipped with IP restrictions, offers a unified perspective on different billing applications. It supports in-depth task analysis, making it easier to implement necessary changes when required. By relieving our managers of the weight of assignments and reporting, they can focus more on effective supervision. Moreover, it measures work and productivity, allowing for optimal staffing adjustments. Clear accountability is established for tasks and follow-ups, removing any ambiguity about daily goals. The automated scheduling of daily tasks boosts efficiency, while options for manual rerouting are also included. Additionally, the system features production and quality assurance work queues, along with accounts receivable comment templates to enhance workflow. These upgrades empower teams to operate with unprecedented efficiency and effectiveness, ensuring they can meet their objectives with clarity and precision. As a result, productivity increases not only for individuals but also for the entire organization.

What is Abacus CRM?

Abacus's CRM software offers users a consolidated platform to oversee all essential information related to customer relationships, ensuring that no important details are missed. This centralized approach is advantageous for both employees and clients, fostering a strong information ecosystem. By enhancing relationship management, the CRM cultivates trust among all parties involved. The data collected, encompassing addresses and customer specifics, can be effortlessly leveraged by other Abacus applications thanks to its compatibility with the Abacus ERP system. Such integration streamlines related processes, significantly minimizing the time and effort necessary for data handling. Additionally, the Abacus CRM database is designed to be customizable and accessible to all authorized personnel or departments. The CRM portal improves user experience with features like full-text search, customizable selection lists, and various filtering options, making it simple to find specific customer information. Access and input rights help maintain high data quality standards, while division-level access controls provide an additional security layer. This thorough approach to managing customer relationships not only empowers organizations to utilize their data effectively but also enhances the overall client experience. By leveraging these tools, businesses can achieve a more streamlined workflow and foster stronger connections with their customers.

Media

Media

Integrations Supported

CAQ.Net
Google Maps
Microsoft Outlook
PayNuts

Integrations Supported

CAQ.Net
Google Maps
Microsoft Outlook
PayNuts

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
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

Founders

Company Location

United States

Company Website

thinkfounders.com/abacus.php

Company Facts

Organization Name

Abacus

Company Location

Switzerland

Company Website

www.abacus.ch/en/products/administration-sales/crm/overview

Categories and Features

Dashboard

Annotations
Data Source Integrations
Functions / Calculations
Interactive
KPIs
OLAP
Private Dashboards
Public Dashboards
Scorecards
Themes
Visual Analytics
Widgets

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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