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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 Candid?

Say goodbye to the hassle of unwieldy spreadsheets and the frustration of long email threads; Candid's wholesale platform streamlines every component of the wholesale process, enabling you to focus on scaling your business. You can easily integrate its virtual wholesale storefront into your existing brand website or utilize Candid's own hosted platform. The platform includes a collaborative order form that features integrated messaging and approval workflows, along with invoicing, options for digital payments, and shipment tracking capabilities. Additionally, you will gain access to comprehensive business analytics and reporting that provide insights into product, order, and customer metrics. With tailored support available for both you and your buyers, you can start leveraging the platform in mere hours as opposed to months. By consolidating your selling, shipping, and invoicing operations in one centralized hub, you can ensure a clear perspective on your business activities. Prevent the costly errors that arise from miscommunication due to emails being filtered into spam or buyers making selections from outdated catalogs. Candid is adaptable enough to support any combination of shipping, billing, and inventory methods you may require. By harmonizing inventory management, shipping logistics, and payment processes across different platforms, Candid enables you to excel in your existing strengths, ultimately boosting your operational efficiency. Embrace the opportunity to take charge of your wholesale business today and unlock pathways to unprecedented growth and success, all while enjoying a user-friendly experience that helps you make informed decisions.

Media

Media

Integrations Supported

Extensiv Order Manager
QuickBooks Online
ShipStation
Shopify
Squarespace
WooCommerce
Zapier

Integrations Supported

Extensiv Order Manager
QuickBooks Online
ShipStation
Shopify
Squarespace
WooCommerce
Zapier

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

$179 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

J&J Technology Consulting

Date Founded

2007

Company Location

United States

Company Website

www.jjtechnologyconsulting.com

Company Facts

Organization Name

Candid

Company Location

United States

Company Website

candidwholesale.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

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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