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Ratings and Reviews 0 Ratings

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ease
features
design
support

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What is WinSIMS?

WinSIMS categorizes installation and project documentation for clients into ten primary groups, including Site Visit History, contract details, notes, and documents pertaining to installed specification items, among others. It boasts comprehensive analytical and reporting features, as well as smooth integration with MS Office, which streamlines the execution of routine tasks such as engineer scheduling, periodic invoicing, customer communication management, and effortless report generation. The platform is equipped with sophisticated diary management functions that enhance the scheduling and monitoring of engineers' responsibilities efficiently. Additionally, WinSIMS supports connections with various accounting systems, including Sage Line 50, Line 100, and Pegasus Opera, fostering a streamlined workflow. Specifically developed for the 32-bit Windows environment, it utilizes ODBC-compliant data storage technology to ensure reliability. Its strong integration with MS Office significantly enhances user experience, while its extensive data analysis and reporting capabilities provide crucial insights for decision-making. Moreover, the system is designed to be highly adaptable, allowing it to meet the specific needs of your business, making it an essential tool for managing project installations effectively. This level of customization not only optimizes operational processes but also greatly enhances overall productivity for users.

What is PegasusCRM?

PegasusCRM is an all-encompassing cloud-based customer relationship management tool specifically crafted for the merchant services industry, aiming to support independent sales organizations, processors, and acquiring firms in managing leads, merchant onboarding, support, residuals, and portfolio management through a unified platform. This solution features an advanced sales-funnel engine that includes partner and agent portals, the ease of digital signatures, and auto-filled merchant agreements to accelerate the deal-closing process; a boarding module that offers document management alongside task and meeting tracking to optimize merchant setup efficiency; and daily operational communication tools that integrate VoIP and email, equipment tracking, and a support ticketing system. Additionally, it boasts a powerful residual-reporting suite designed to calculate payouts, bonuses, deductions, and multi-tiered commissions from various processors, all complemented by insightful dashboards and analytics that monitor performance and agent activities. This comprehensive platform not only seeks to enhance workflows but also aims to significantly boost overall productivity for users navigating the competitive merchant services market. Ultimately, PegasusCRM is dedicated to ensuring that its clients can efficiently adapt to the ever-evolving landscape of customer relationship management.

Media

Media

Integrations Supported

Adobe Acrobat
CSS
First Data
Gmail
HTML
Microsoft Exchange
Xinix
Yahoo! Mail

Integrations Supported

Adobe Acrobat
CSS
First Data
Gmail
HTML
Microsoft Exchange
Xinix
Yahoo! Mail

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

$895 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

ACA Systems

Date Founded

1994

Company Location

United Kingdom

Company Website

www.acasystems.co.uk/products/

Company Facts

Organization Name

PegasusCRM

Date Founded

2000

Company Location

United States

Company Website

www.pegasuscrm.net

Categories and Features

Field Service Management

Billing & Invoicing
Contact Database
Contract Management
Customer Database
Dispatch Management
Electronic Signature
Inventory Management
Mobile Access
Payment Collection in the Field
Quotes / Estimates
Routing
Scheduling
Service History Tracking
Time Clock
Work Order Management

Tradesman Job Management

Contract Management
Customer Database
Dispatch Management
For Builders
For Electricians
For Field Service Businesses
For HVAC
For Plumbers
For Roofers
Invoicing
Job Tracking
Payments
Quoting
Reporting
Scheduling
Time Tracking

Categories and Features

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