Mimiran
Better Proposals
PandaDoc
Zbizlink
GoProposal
Ignition App
Proposify
Qwilr
Kount Complete
FileInvite
Oracle Bharosa
KYC Portal
Fraud.net
Sanction Scanner
Signifyd
ESurksha
Want to get more clients but hate wrestling with complex CRMs that are designed for firms with big sales teams? If you want to grow, but you also have to deliver on projects, so you don't have 8-10 hours a day for sales, Mimiran fits into your world, helping you: * Convert more visitors to leads * Convert more leads to conversations * Convert more conversations to (e)signed deals * Track offline referrals and online traffic to revenue * Stay in touch with people who matter
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Mimiran's answer
Mimiran's answer
If you're an independent consultant who loves serving clients, doesn't really like selling, but need to stay organized to create and nurture relationships, you've outgrown your spreadsheet, but traditional CRMs have too much complexity and not enough of what you do need, ask your doctor if Mimiran is right for you. ;-)
Mimiran's answer
Traditional CRMs are built for the VP of Sales to track the sales team. Mimiran is built for independent consultants who don't like to sell, but need to do business development in their "spare time".
Mimiran's answer
Mimiran's customers are not "big" in the corporate sense. See https://www.mimiran.com/customer-success/.
Mimiran is different from other CRMs I've tried. It's built for people who actually deliver client services but still have to do business development. Mimiran automates a lot of things I used to spend a lot of time on, like proposals, e-signatures, figuring out who I should be calling, and giving me reports on referral business. It's got a lot of breadth-- from online lead generation to calling to proposal automation, with clever features that work well for small services businesses, without the feature bloat of a lot of CRM systems.
Better Proposals - A simple tool to help you send better proposals to your clients.
FileInvite - Stop chasing your clients for documents! Easily request files, documents, forms & signatures from your clients – set a due date and save hours as your requests are returned to you effortlessly.
PandaDoc - Boost your revenue with PandaDoc. A document automation tool that delivers higher close rates and shorter sales cycles. We've helped over 30,000+ companies.
Oracle Bharosa - Oracle Bharosa is a fraud and identity theft control system that helps you combat these problems in your organization.
Zbizlink - Zbizlink is the ultimate portfolio and proposal management tool providing project status, metrics, and sophisticated reports
KYC Portal - KYC Portal is a client lifecycle management platform that allows users to have the full ownership of policy automation from increasing operational efficiencies to business relationship outreach.