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A CRM platform tailored for the management of sales, staff, and financial activities can greatly improve the organization of electronic documents and foster collaboration on shared files. This system centralizes all contacts and their engagement history with business partners, ensuring that information is easily accessible. Users can create tasks, assign them to designated team members, and track their advancement. Multiple communication methods such as email, VoIP calls, chat, Service Desk, and forums facilitate interaction between colleagues and partners. Moreover, it supports the tracking of financial transactions and evaluates employee performance through automated reporting, providing insights into both productivity and fiscal health. By integrating these functionalities, the CRM solution enhances teamwork and simplifies processes, ultimately leading to greater organizational efficiency. Additionally, this holistic approach allows for better decision-making and strategic planning, as all relevant data is readily available for analysis.
What is BoardBell?
Exceptional Project Management Software That Enhances Your Workflow. Visualize Your Projects with Ease. The project boards allow for effortless viewing of tasks and tracking the overall progress of your project. Tasks are neatly arranged into columns that typically represent their current state of completion. You can easily shift tasks between columns to indicate progress, giving a quick overview of the project's status at a glance. Assigning Tasks & Deadlines Made Simple. Each task can be allocated to various team members, who will receive immediate notifications about their new duties upon assignment. You can set specific deadlines and effortlessly identify overdue tasks, with team members being alerted whenever there are alterations to due dates. Foster Collaboration Through Comments & File Attachments. Team members are motivated to leave comments on tasks for questions and suggestions, promoting a collaborative environment. Additionally, you can directly attach various documents, presentations, and images to the tasks to ensure that all relevant materials and discussions are readily available where they are most needed, rather than buried in email threads. This organized and efficient method significantly improves team communication while keeping everyone in the loop, ultimately leading to a more productive project outcome.
Integrations Supported
Additional information not provided
Integrations Supported
Additional information not provided
API Availability
Has API
API Availability
Has API
Pricing Information
$15.00/month/user
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
MetaQuotes Software
Date Founded
2000
Company Location
Cyprus
Company Website
www.teamwox.com/en
Company Facts
Organization Name
BoardBell
Company Location
United States
Company Website
www.boardbell.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
Document Management
Access Controls
Archiving & Retention
Collaboration Tools
Compliance Tracking
Document Archiving
Document Assembly
Document Capture
Document Conversion
Document Delivery
Document Indexing
Document Retention
Electronic Signature
Email Management
File Recovery
File Type Conversion
Forms Management
Full Text Search
Offline Access
Optical Character Recognition
Print Management
Version Control
Task Management
Collaboration
Create Subtasks
Gamification
Gantt Charts
Mobile Access
Percent-Complete Tracking
Progress Tracking
Recurring Tasks
Reporting/Analytics
Spreadsheet View
Task Board View
Task Planning
Task Scheduling
Task Tracking
Time Tracking
To-Do List View
Categories and Features
Project Management
Agile Methodologies
Budget Management
Client Portal
Collaboration Tools
Cost-to-Completion Tracking
Customizable Templates
Gantt Charts
Idea Management
Kanban Board
Milestone Tracking
Portfolio Management
Resource Management
Time & Expense Tracking
Traditional Methodologies
Task Management
Collaboration
Create Subtasks
Gamification
Gantt Charts
Mobile Access
Percent-Complete Tracking
Progress Tracking
Recurring Tasks
Reporting/Analytics
Spreadsheet View
Task Board View
Task Planning
Task Scheduling
Task Tracking
Time Tracking
To-Do List View