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What is MergeWare CRM?

Manage client information efficiently through a user-friendly interface that helps maintain a log of all interactions, including phone calls, emails, and actions undertaken. You can track both incoming and outgoing payments effortlessly while creating invoices without any hassle. Detailed reports, such as Aging in/out, Invoices, and Client History, are easily accessible, along with any customized reports you might need, ensuring that all client information is meticulously organized. Additionally, there is an Insurance Module that allows for the tracking of QuickQuotes linked to existing or customized QuickQuote systems, ensuring you have immediate access to vital data. This system is also built to integrate seamlessly with existing TIFA applications or any other software you may use, enhancing overall functionality. Ultimately, this solution not only optimizes your client management process but also significantly boosts both efficiency and precision. With these features, staying organized while managing client relationships becomes a more straightforward task.

What is AllProWebTools?

AllProWebTools brings together all of your clients' contact information and their interactions—ranging from emails and Facebook messages to text messages and call logs—into one convenient platform. You will be notified whenever potential clients fill out forms on your website, when payments are made, and when customers contact your business. The integrated staff chat function facilitates smooth communication among team members, regardless of their location. Additionally, employees can clock in and out using their mobile phones through the Timecard system, which also includes GPS tracking for each time entry. Customer records are easily accessible, allowing you to review a detailed history of all communications your team has had, including emails, texts, phone calls, and Facebook messages. You can also add notes to client profiles and keep track of the tasks your employees are managing alongside their clock-in and clock-out times. Moreover, AllProWebTools offers exceptional insights into the performance of your emails and the engagement levels of each contact with your outreach efforts, helping you stay updated on your communication dynamics. This holistic strategy not only boosts operational productivity but also fortifies your relationships with clients by fostering a deeper understanding and responsiveness to their needs. Ultimately, by leveraging these tools, your business can achieve greater success and satisfaction in client interactions.

Media

Media

Integrations Supported

Dropbox
Facebook
FedEx Ship Manager
Google Analytics
Google Calendar
Mailchimp Transactional Email (Mandrill)
Mailgun
PayPal
Phone.com
QuickBooks Online
SendGrid
Square POS
Stripe
WordPress

Integrations Supported

Dropbox
Facebook
FedEx Ship Manager
Google Analytics
Google Calendar
Mailchimp Transactional Email (Mandrill)
Mailgun
PayPal
Phone.com
QuickBooks Online
SendGrid
Square POS
Stripe
WordPress

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

J&J Technology Consulting

Date Founded

2007

Company Location

United States

Company Website

www.jjtechnologyconsulting.com

Company Facts

Organization Name

AllProWebTools

Date Founded

2009

Company Location

United States

Company Website

www.allprowebtools.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

Categories and Features

Business Management

Billing & Invoicing
CRM
Employee Management
Financial Management
Inventory Management
Marketing Management
Order Management
Point of Sale (POS)
Project Management
Purchasing
Scheduling
Time & Expense Tracking
Training Management
Vendor Management

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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