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Customer Service and Support
Customizations, Architecture, Security and Administration
Microsoft Products Support and Integration
The best QuickBooks sync
Track contacts and follow-ups
Create estimates and invoices
Accept online payments
Send email and more
Track opportunities and assign to your staff
Use web-to-lead forms to collect info from prospects
Track support issues & cases
Enable customers to create their own support tickets
Create and send bulk emails using Email Campaigns
Unlimited contact updates
Analysis of incoming email signatures
Addition of latest network details for your contacts
Automatic address book updates in Gmail, Outlook, Office 365
Unlimited use of Chrome plugin
Centralized account management and billing
Automatic updates to individual or team address books
One would never need to update your address book by copying the information from email signatures. Evercontact is a service that helps keep your mail contacts (Gmail contacts, Outlook contacts, Office365 contacts and Outlook contacts) and your CRM contacts (Connectwise, Salesforce and Highrise) always updated by mining your email accounts to create and update contacts. It simply takes out the pain of manually trying to find updated contacts or digging into the mail archives to find the contact of a person who emailed you once. Evercontact works in the background and will never erase your existing contacts.
Pros : Evercontact works even retroactively. It offers a Flashback feature which can scan up to 5 year old mails and can create or update the contact list. It gives you full control on the changes made to your contact list. You can chose to manually confirm or reject the changes suggested or go for completely automated option. You can even chose to receive the updates daily, weekly or monthly. It saves a lot of time and no contact is ever lost. A chrome plugin if also on offering which can let you save contact details from any web page in the browser and directly save it to the address book. The plugin is automatically able to identify which information is of what type and then updates the correct field with the correct information in the address book.For business users, keeping all contacts intact and updated is very important especially in sales dominated organizations. Also, in case of people moving out of your organizations, lots of important contacts go away with that person. With Evercontact, one cane always keeps on scanning the emails so that no contact is ever lost.
Cons : Evercontact scans the email for contact information in the email signatures which means that all the emails are accessed by the Evernote. Although Evernote claims that only an automated computer program does all the process and the email copy is deleted after the contact information has been extracted, it is hard to trust when your life runs on your email account. There have been instances of companies claims of deleting user information have been found false.
Tuesday 30 April 2013
What do you like best?Top ribbon interface makes is easy to use, brings along our newer users fast. Easy to navigate, sort, filter, and see our results. What do you dislike?Could have been supplied with a choice in autofils ie state, country etc, just small stuff that we are loading and creating preferences for our teams operating in 2 countries.More about Maximizer CRM
Monday 08 September 2014
Method:CRM is designed to make the business processes of an owner much easier. It deals with marketing, emails, and even social media. The CRM that they provide streamlines the process of creation and customization of apps and programs.More about Method:CRM
Wednesday 06 August 2014
What do you like best?We could see our data, sometimes, when the server was working. What do you dislike?The entire user experience is a nightmare compared to companies like Nutshell CRM, who actually take the time to do user oriented collaborative design, focusing on UI and UX.More about Maximizer CRM
Tuesday 16 December 2014
MethodCRM Use Cases and Deployment ScopeMethod:CRM is used across the company. The sales team uses it for lead tracking, the scheduling department uses it to schedule out technicians and equipment. The accounts receivable department uses it to generate work orders and invoices. Everything is managed through Method. It is used everyday and is what keeps the business moving smoothly.More about Method:CRM
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