Audience
CRM solution for organizations
About MergeWare CRM
Manage client information with a simple-to-use interface. Maintain client/vendor history, from phone calls/emails to any action performed. Track incoming or outgoing payments, as well as create invoices! Have reports available such as Aging in/out, Invoices, Client History, plus any customized report that you may need, all the while keeping it organized to each client. Additionally, an Insurance Module is available to track QuickQuotes by the client and be able to instantaneously reproduce them by linking to your existing or customized QuickQuote. As well, this can interface with existing TIFA applications or any other.
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Integrations
No integrations listed.
Company Information
J&J Technology Consulting
Founded: 2007
United States
www.jjtechnologyconsulting.com
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Product Details
Platforms Supported
Windows
Support
Phone Support
Online
MergeWare CRM Product Features
CRM
Calendar/Reminder System
Document Storage
Email Marketing
Internal Chat Integration
Marketing Automation Integration
Mobile Access
Segmentation
Social Media Integration
Task Management
Call Logging
Lead Scoring
Quotes / Proposals
Territory Management