CompanyHub is a Fully Customizable CRM: Normally when CRMs say they are customizable, they just let you store some fields. CompanyHub goes way beyond that. You can also create custom tables to store any kind of data like Projects, Payments, Schools, Properties, Courses etc. Records from different tables can be associated. You can change the labels (like change ‘Company’ to ‘Hospital’), filter records by any criteria, change columns and do report on any table/field.
Email Automation
Salespeople spend lot of time on email. CompanyHub gives them everything they need to be more productive. Email Sync automatically updates the conversation with leads. No need to BCC/copy paste. Team can see all conversation at 1 place. Bulk mail helps reach more leads in clicks. Email tracking shows who opened which mail and which links they clicked. Email can be scheduled. Sending an important mail? You can also request a reminder, in case you don’t get a reply. There is also a Gmail plugin to track any mail sent from Gmail.
Followup Suggestions
CompanyHub tracks your conversations with your leads. You can mark them as very hot /hot/cold/ warm in 1 click using hotness meter. Accordingly whenever there is lack of conversation, you get followup reminder. You can also set followup date yourself.
Based on our record, FreshBooks seems to be more popular. It has been mentiond 3 times since March 2021. We are tracking product recommendations and mentions on various public social media platforms and blogs. They can help you identify which product is more popular and what people think of it.
Do you want to tie contractor's logged time to specific clients and projects? I was using a PHP application installed on my own server for years and the developer seems to have all but abandoned it so I've been looking for alternatives. I'm currently testing out Freshbooks and after about a month using it, here are my observations:. Source: over 1 year ago
Take a look at dubsado.com and freshbooks.com for ideas. Source: over 1 year ago
Maybe try freshbooks.com, been using them with a company we do business with and hasn't let me down. Also looks like they have time tracking software. Source: almost 3 years ago
TLDCRM - Total Lead Domination - An easy to use and affordable SaaS Platform for Insurance Agencies & Call Centers.
Xero - Xero is online accounting for your small business.
Kpi.com - All-in-one software for best-in-class companies
QuickBooks - Business runs better with QuickBooks, the #1 accounting solution for small business.
monday CRM - monday sales CRM is a customizable customer relationship management software for every business with support for unlimited leads and accounts and prepaid plans.
Zoho Books - Smart Accounting for Growing Business