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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 InTouch?

Transform your entire conveyancing operations with a unified cloud-based platform. Improve your client engagement by replacing outdated paper forms with flexible online forms that can be customized to fit specific requirements. Understanding that each firm has its unique workflow, our adaptable processes enable you to establish your preferred operational methods while maintaining consistency among team members. Clients can effortlessly obtain quotes outside of conventional working hours, and our system facilitates referrals and quote generation by partners on your behalf. Instantly provide personalized quotes to clients utilizing our powerful APIs and Webhooks that enable smooth integration with third-party services. This cutting-edge technology allows you to create, read, write, upload, or execute actions from various software solutions, or you can initiate actions within those platforms via InTouch. By incorporating electronic document signing, you can significantly reduce both time and costs. Clients receive automatic updates on their matters, ensuring they remain well-informed and content throughout the process. Additionally, our online portal can decrease the need for progress-chasing phone calls by up to 40%, keeping clients and stakeholders continuously updated. With this innovative solution, you can truly transform your conveyancing practice and enhance overall customer satisfaction. Experience the difference that modern technology can make in elevating your services to unprecedented levels.

Media

Media

Integrations Supported

Integrations Supported

Microsoft Outlook
ORCODA Logistics Management System (OLMS)
ORCODA Workforce Logistics System (OWLS)
Skipio
Windcave
Xero
eCard Systems

API Availability

API Availability

Pricing Information

Pricing not provided

Pricing Information

Pricing not provided

Supported Platforms

Windows

Supported Platforms

SaaS

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Standard Support

Training Options

Not specified

Training Options

Documentation Hub
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

InTouch

Date Founded

2012

Company Location

United Kingdom

Company Website

www.intouchapp.co.uk

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

Legal Case Management

Billing Management
Case Notes
Client Management
Communication Tracking
Document Management
Task Management

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