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Simplify360

Simplify360 is an all-in-one social CRM software that enables users to engage customers in real-time, is equipped with intelligent case routing capabilities, and provides users with easy access to customer information and case details. The platform delivers real-time agent performance measurements, extracts customer service KPIs and metrics such as FRT and TAT, and is equipped with enhanced keyboard monitoring functionality.

– Pay with Square

Pay with Square is a mobile app, available for download on any smartphone or iPad, that allows businesses to conduct credit card transactions on the go. Square’s mobile card reader plugs directly into your phone or iPad. Pay with Square customers can also sign up to send GPS notifications to participating stores, enabling automatic transactions that do not require any manual handling at all.

– Bitrix24

Bitrix24 is a social intranet platform that offers CRM, project management and 20+ other productivity tools. Bitrix24 is 100% free to companies with 12 employees or fewer.

Maximizer CRM Case Study: Carl Storz Endoscopy

Matthew Richards, IT manager at the Sydney-based subsidiary of the German surgical instrument maker, says the biggest users of the company’s Maximizer CRM system also happen to be its most successful sales reps.

Maximizer CRM Case Study: Smart Connection Training

The Registered Training Organisation, which offers sport and recreation, fitness and management courses from school-based to diploma level, was an existing Maximizer CRM user. After a fresh look at the market, it has stuck with Maximizer, but migrated to a subscription-based cloud service.

SharePoint Flex

SharePoint Flex is CRM software that assists users with customer and relationship management processes and tasks including account and contact management, lead and opportunity tracking, and interaction management tools. The platform provides users with customizable dashboards and is designed to integrate with Outlook, LinkedIn and MailChimp.

CRM Sharepoint Template – Make SharePoint DO Something.

As a template, our software comes ready-to-use as a turnkey CRM solution, yet it’s also configurable. Make it as easy or complex as your business needs demand. This video is an introduction of the major components and modules in this value-packed, user-friendly CRM system.

Outlook and SharePoint CRM

SharePoint CRM Template’s powerful plugin for Outlook makes managing your email communications with business contacts a breeze. Create new CRM entries from Outlook with the just the click of a button!

Sales Opportunities vs. Sales Leads – CRM for SharePoint

Something that is sometimes confusing to salespeople when using a CRM database is this question: What is a lead? Here we explain how SharePoint CRM Template can be used to manage both leads AND opportunities.

Online Database Solutions Agent Intelligence

Agent Intelligence is sales management and policy administration software designed to support insurance agents and advisors. The platform tracks multiple policy aspects, displays policies in editable policy detail pages, and is designed to track policies with multiple carriers, riders, insured individuals or beneficiaries.