Software Solutions
monday.com is the easiest and simplest project management tool in the world. It’s also the most flexible work platform that you can find as well. You can create a number of boards to suit the needs of your organization with ease.
Sugar offers sales automation, marketing automation, service desk and many more advanced analytical and collaboration tools. Sugar is the perfect platform to build a custom tailored business system without having to start from scratch.
Zendesk brings together all of the most essential business tools including products such as Support, Sell, Chat, Reach and many more. All of these tools integrate seamlessly together in one unique package.
eQuotes
eQuotes – is the first quoting tool designed for sales professionals looking to make quick and easy quotes that they can send to their clients with a few clicks of a button all from within monday.com. eQuotes is available for free.
eDigital Signatures
eDigital Signatures is an app for monday.com that integrates DocuSign directly into monday.com so that you can easily track all of your DocuSign envelopes and quickly send out contracts to your clients.
monday.com for Zendesk Sell
This app for Zendesk Sell allows you to associate a board or a list of items with any Lead, Contact, Company or Deal directly inside of Zendesk Sell. Sales people can now see what activities are happening on related projects.
Industry Solutions
Construction
Not all CRM's are created equal but we create unique ones for our clients in the construction industry. Whether managing the tender process, project management or resource management - our systems shine. We also work with a number of trades to help them take advantage of tools to quickly close estimates and track work delivery.
Business Consultants
As a business consultant ourselves, we know what it takes to have the right CRM to manage incoming sales flow while also ensuring our resources are scheduled to ensure the highest quality of services for our clients. We help other consultants do the same with their CRM and project management tools.
Education
We work with a number of private organizations to deliver education based software solutions including portals for support staff and CRM functionality. We also work closely with Universities and Colleges to help them manage their workflows and student in take programs.
Non-Profit / NGO
Our non-profit organizations are some of our most popular case studies due to their uniqueness of adopting CRM but not for selling. We've created a number of solutions to allow non-profits manage their donors, constituents or manage complex workflows through the use of custom portals and solutions.
Finance
We work with a number of organizations in the Financial sector including service providers (FinTech), advisors and consultants that work with clients. CRM solutions are the most commonly requested options with service delivery and tracking not far behind it.
Manufacturing
We work with a number of different types of manufacturing companies but they all are looking for a simplified CRM system to enable their sales teams to sell more. We also help them build out systems to track their manufacturing processes either through CRM or a combination of project management tools and CRM.
We also build cool solutions using these great products....