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What is Heads-up?

Interacting with business management software should be a straightforward and user-friendly process from the very beginning. In the fast-paced environment of modern business, it is essential for leaders and managers to easily obtain critical metrics from anywhere they are. Heads-up stands out as a cutting-edge, web-based tool specifically designed for professional services firms, removing the need for software installations on every office workstation—users only need an internet browser to access it. This solution is crafted to accommodate the varied needs of all users, guaranteeing that everyone within the organization can utilize the same system for proficient business management. Heads-up is flexible, supporting anywhere from five to several hundred users, making it ideal for organizations of different sizes. Our philosophy emphasizes prioritizing people over technology, creating a collaborative relationship that aims for shared success; your growth is our priority, as our business flourishes with your accomplishments. In summary, we foster a mutually beneficial partnership with an emphasis on the long term. Furthermore, our dedication to flexibility and transparency enables us to adjust to your specific requirements and workflows, providing a customized experience that aligns perfectly with your organization’s objectives. Ultimately, our goal is to empower your team to thrive in an ever-changing business landscape.

What is ClientLogix?

An all-encompassing solution is crafted to thoroughly tackle the distinct differences found in relationships, distribution channels, stakeholders, and intermediaries across various industries. This unified platform facilitates quick retrieval of all pertinent information related to clients, prospects, and third parties, while also streamlining the establishment and oversight of portfolios through a two-way connection to several portfolio accounting systems and flexible imports from sponsor platforms. In addition, an anticipatory CRM system and document storage allow for straightforward access to vital updates without needing to leave Outlook, which empowers users to efficiently arrange meetings, jot down notes during conversations, and monitor reminders and historical information. Moreover, user participation dramatically improves when individuals can personalize the interface to match their preferences, whether in a workplace environment or on their mobile devices. Additionally, understanding social interactions is essential in fostering stronger client relationships and generating referrals, which are key components for the sustained prosperity of the business. This comprehensive approach not only enhances operational efficiency but also positions the business for future growth and adaptability in a dynamic market.

Media

Media

Integrations Supported

Additional information not provided

Integrations Supported

Additional information not provided

API Availability

API Availability

Pricing Information

Pricing not provided

Pricing Information

Pricing not provided

Supported Platforms

SaaS

Supported Platforms

SaaS
Android
iPhone
iPad
Windows

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Online Training

Training Options

Documentation Hub

Company Facts

Organization Name

WattsNet

Date Founded

2008

Company Location

Australia

Company Website

www.watts.net.au/

Company Facts

Organization Name

UNAPEN

Date Founded

1991

Company Location

United States

Company Website

unapen.com

Categories and Features

Business Management

Billing & Invoicing
Employee Management
Financial Management
Time & Expense Tracking

Project Management

Agile Methodologies
Client Portal
Cost-to-Completion Tracking
Customizable Templates
Gantt Charts
Idea Management
Kanban Board
Traditional Methodologies

Time Clock

Biometric Recognition
Messaging
Mobile Access
Online Punch Card
Payroll Management
Punch card
Reporting/Analytics

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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