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What is Kool CRM?

Kool CRM offers a simplified approach to managing your email, enabling you to easily view and send messages with just a few clicks. This tool allows you to organize your contacts into various groups and contexts tailored to your needs. Administrators can conveniently add activities for today or tomorrow while also having the ability to modify or mark them as done. With Kool CRM, event management is made easy; users can create, view, and delete events with minimal hassle. By examining past campaign data, you can craft more effective sales strategies moving forward, which is crucial for business growth. The platform also optimizes quote management, allowing for the effortless creation of new quotes and access to all historical quotes from a dedicated section. In addition, there is a payment management section that facilitates the creation of new payments with all necessary details included. The invoice generation process is equally straightforward, providing users the ability to view all invoices in one location and set up recurring invoices for consistent billing requirements. By leveraging these comprehensive features, Kool CRM significantly boosts your productivity and effectiveness in handling multiple facets of your business operations. Moreover, the user-friendly interface ensures that even those unfamiliar with such systems can navigate and utilize the platform efficiently.

What is Hearth?

The Hearth mobile app simplifies the process of presenting estimated monthly payment plans to clients, allowing for quick pre-qualification and real-time loan status tracking. You can send quotes, contracts, and invoices containing financing options directly from your phone, which enhances your sales workflow. With digital tools for quotes, contracts, invoices, and payments, you can eliminate the need to chase after checks and signatures. Automated reminders will be sent to clients, freeing you from the burden of follow-ups. Additionally, you can easily keep track of when clients receive and sign essential documents. By offering flexible payment solutions along with a seamless digital platform, Hearth significantly improves customer satisfaction. The app's automation and tracking capabilities eliminate unnecessary phone calls and misunderstandings, creating a smoother interaction. Presenting monthly payment alternatives builds trust with your clients, motivating them to move forward with their projects. Moreover, Hearth allows for the integration of monthly payment options into all quotes, contracts, and invoices, which streamlines transactions and enhances your ability to close more deals. This cutting-edge approach not only supports your clients but also contributes to increased efficiency and success in your business operations. Ultimately, Hearth redefines the client experience while driving growth for your business.

Media

Media

Integrations Supported

Kool Invoice

Integrations Supported

API Availability

API Availability

Pricing Information

Pricing not provided

Pricing Information

$1,499 per year

Supported Platforms

SaaS

Supported Platforms

SaaS
Android
iPhone
iPad

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Not specified

Training Options

Documentation Hub
Online Training

Company Facts

Organization Name

BTS Software

Company Location

United Kingdom

Company Website

btssoft.net

Company Facts

Organization Name

Hearth

Company Location

United States

Company Website

www.gethearth.com

Categories and Features

CRM

Calendar/Reminder System
Document Storage
Email Marketing
Internal Chat Integration
Marketing Automation Integration
Mobile Access
Segmentation
Social Media Integration
Task Management

Categories and Features

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