FreshBooks – what is it? If you are a service-oriented business, FreshBooks is made for you. If you are a designer, a marketing agency, a plumber, a IT professional, a lawyer, an architect, a web professional – if you add value to your clients by putting your time and expertise to work on other people’s problems – FreshBooks is made especially for you. We continue to...
Clio Grow – what is it? Clio Grow is a Customer Relationship Management law firm system (CRM). It used to be called Lexicata and is now part of Clio’s legal software suite. This means that it can easily be used in conjunction with Clio Manage. However, it can also be used independently if you wish. CRMs generally help lawyers attract and service new clients. More importantly, however...
Capsule CRM – what is it? Capsule from Zestia is a cloud-based CRM application that helps small and medium-sized businesses keep track of the people and organizations they do business with, as well as their interactions and sales pipeline opportunities. Capsule also offers a ticket management module that allows employees to handle support requests from customers. Tasks and notifications...
Rocket Matter – what is it? Rocket Matter is a cloud-based billing and management solution for small and mid-sized law firms. It offers modules for time and invoice management, calendaring, document management, payments and collaboration. Rocket Matter uses ‘Bill As You Work’ technology to help law firms track billable and non-billable time, create invoices, send invoices to...
amoCRM – what is it? amoCRM is a messaging-based CRM. With multi-channel communication, you can communicate via messenger, emails, and calls from a single app. Sales managers love amoCRM for its in-depth analytics, reporting, and automation features. Lead generation is easy with amoCRM’s user-friendly integrations and web forms. All events are stored in the lead card, including call...
Copper (formerly ProsperWorks) – what is it? Designed to integrate with Gmail and other Google Apps, Copper (formerly ProsperWorks) is a comprehensive and easy-to-use platform. It helps small and medium sized businesses automate core processes, manage leads, sources and opportunities, streamline sales processes, uncover actionable insights and nurture customer relationships. It allows users...
Salesmate – what is it? Salesmate is a CRM solution that provides the industry’s best integrated call and text capability in more than 90 countries. It includes powerful features like call recording, call masking, voicemail drop, power dialer and call forwarding for your entire business. You can link all your emails in one place, assign them to the right people, respond to customer...
Salesmate – what is it? Salesmate is a CRM solution that provides the industry’s best integrated call and text capability in over 90+ countries. It includes powerful features like call recording, call masking, voicemail drop, power dialer and call transfers for your entire business. You can connect all your emails in one place, assign them to the right people, respond to customer...
amoCRM – what is it? amoCRM is a messaging-based CRM. With multi-channel communication, you can communicate via messenger, emails and calls from a single app. Sales managers love amoCRM for its in-depth analytics, reporting, and automation features. Lead generation is easy with amoCRM’s user-friendly integrations and web forms. All events are stored in the lead card, including call...
Insightly – what is it? Insightly is a SaaS-based CRM solution targeted at growing mid-market companies. More than 1.5 million users worldwide use Insightly to securely manage all their customer data in one place, build customer relationships, accelerate sales, and deliver projects on time, every time. Insightly offers Gmail and Outlook plugins, as well as tools that make it easy to...