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SALESmanago Marketing Automation

SALESmanago是基于云的独立行销自动化工具，任何行业都可以使用。该应用程序适用于iOS，可在任何连接的移动设备上访问，并且适用于B2B和B2C企业。 SALESmanago Marketing Marketing使用户可以使用多种营销工具，包括个性化其网站上的标语和内容以提高参与度的能力。该服务使用自动化规则来帮助企业自动响应客户的行为，然后执行完全自动化的活动。 SALESmanago Marketing Automation能够以各种方式处理数据，响应从网站访问到潜在客户（在销售渠道中达到特定分数）以及如何定制推广的一切内容。它通过跟踪特定事件，管理各种条件，然后指定操作列表来工作。该服务包括强大的功能，例如大容量文本和VMS消息传递，选择加入和选择退出功能，自动应答器以及通过移动设备进行的双向通讯。 动态电子邮件 SALESmanago Marketing Automation的最佳功能之一就是能够发送动态的一对一电子邮件。该系统能够基于特定接收者的当前行为和交易概况为其生成单独的消息。量身定制的电子邮件可以包含与接收者当前需求完全匹配的产品或服务信息。所有通信均在最佳时间发送，具有针对性的报价被证明比大规模的电子邮件活动更为有效，因为它们往往会提高打开率和点击率。 预测性行销 借助SALESmanago Marketing Automation，您可以合并交易和行为数据，然后对其进行有效分析。通过分析他们的当前购买和客户查看的内容，您可以使用这些工具轻松捕获他们的购买周期，从而预测未来的需求。借助自动化功能，该平台将在适当的时间向特定客户发送调整后的报价。 价钱 SALESmanago Marketing Automation使用具有一次性许可证的订阅定价模型。有免费试用版，不需要信用卡。计划从1000欧元的每月199欧元开始，增加到2000000欧元的每月8000欧元。选择的计划将取决于SALESmanago帐户上客户数据库中电子邮件地址的数量。 底线 总体而言，SALESmanago Marketing Automation为营销人员提供了一整套解决方案。借助网站访问者识别和跟踪之类的工具，以及发送带有个性化产品优惠的动态电子邮件的能力，以及动态网站内容和广告网络和直销渠道中的个性化功能，无怪乎许多人都在考虑SALESmanago Marketing Automation。成为推动业务发展的坚实平台，并且是当今为业务营销自动化提供的增长最快的云托管服务之一。

Base CRM

Base CRM is a cloud-based sales and contact management solution, which enables sales teams to become more effective, productive and therefore close more deals. It uses integrated sales productivity tools for sales reps and advanced visual reporting for sales managers. The platform uses an intuitive and user-friendly drag-and-drop interface, which affords sales professionals full visibility into intricacies of their sales pipelines, in order to create, track and manage achievable goals for individual reps and sales teams. Base Workflow Automation Employing workflow automations produces numerous benefits, including reducing employee errors, empowering employees to manage tasks with minimal supervision, and being able to complete more tasks, more efficiently. With Base CRM, the user can call directly from the web app, where the calls are automatically logged for future reviewing. This data is then included for reports, in order to measure both individual and team performance. Base Mobility As more sales professionals are relying on their smartphones and tablet devices to work with whilst away from the office, the need for a feature rich mobile CRM is ever more in demand, and Base CRM provides such a service.* Base CRM has an integrated mobile map feature, called Base Geolocation, which allows users to see where contacts, leads and deals are on a geographical map. This allows users to schedule more efficient and less time-consuming customer visits, and calculate if additional sales reps need to be assigned to a specific area. The app also comes with handy one-touch driving directions to make it easier to schedule business trips. *Base CRM has native apps available for iOS, Windows Phone and Android powered devices. Integrations Base CRM has native integrations with apps and services such as Dropbox, Facebook, Google Apps, Harvest, LinkedIn, MailChimp, Outlook, Quote Roller, and Xero. There is also an open API client, which is able to integrate with any third-party app. Pricing Base CRM uses a subscription pricing model, with plans starting from $25.00 per seat, per month for the Starter plan, rising to $125 per seat, per month for the Enterprise plan. There is a free 14-day trial available (no credit card required). The Start plan includes premium integrations, email automation, native mobile apps, geolocation, Base Voice, and call recording. The Professional plan offers all Starter features plus document repository, task automation, sales forecasting, and advanced sales insights. Finally, the Enterprise plan has all the Professional features, plus additions such as call analytics and reporting, phone auto dialer, call scripts, teams and user-based permissions, and lead and deal scoring. Bottom Line Base CRM is a multifunctional account management and sales productivity tool that offers a sturdy cloud-based CRM solution that encompasses a whole catalogue of features, including contact and lead management, sales tracking and reporting, pipeline analysis, email and workflow automation, sales performance analysis, sales goals creation, advanced sales insights, and data management. With an intuitive and user friendly interface, mobile apps for iOS, Android and Windows Phone, and an array of integrations with sought-after apps and services, you can see why numerous organizations use Base CRM.

Zoho Books

Zoho Books is a solid, cloud based accounting platform that includes numerous tools, templates and features for all aspects of running a business, from creating clients and sending invoices, through to accepting payments and tracking expenses. Zoho Books has been designed specifically with freelancers and SMB’s in mind. It is a great choice for those who need an affordable, customizable solution for their accounting needs without compromising on features and capabilities. Create Invoices Automated invoice creation with easy-to-use custom branded templates is a great feature of Zoho Books. Variables such as tax and percentage discounts can be applied to the invoice, as well as custom data. With the use of Price Lists, you can input up to date information regarding current pricing for both internal and external users. As soon as invoices have been finalised, they can be emailed or printed for postage. Integrations Zoho Books app integration with 3rd party payment gateways such as Stripe, PayPal, PayPal Payflow Pro, Braintree, Authorize.net, and 2Checkout are all superb and work seamlessly, as do Zoho’s native apps such as Zoho CRM, Zoho Sheet, and Zoho Projects. Inventory The inventory module of Zoho Books includes invoices, price books, products, quotes, sales orders, vendors, and purchase orders. The ability to input and track purchase orders and sales orders is as simple as populating fields with data. The related accounts will then be updated accordingly. Pricing Zoho Books uses a subscription pricing model, with a free 14 day trial available (no credit card required). The service is available in 3 plans: Basic, Standard and Professional. The Basic plan is charged at $9 per organization, per month and for this you get features such as Invoices, Expenses, Time Tracking, Banking, 50 Contacts, 1 User and 1 Account, Multi-Currency and 5 Workflow Rules. Next up is the Standard plan, which is charged at $19 per organization, per month. For this you get the Basic Plan plus Bills, Vendor Credits, Recurring transactions, 500 Contacts, 2 Users and 1 Account, Custom Roles and 10 Rules per module. The Professional plan is charged at $29 per organization, per month. This comes equipped with all the features of the Standard plan, plus Purchase Orders, Sales Orders, Inventory, Unlimited Contacts, and Unlimited Users. With this plan you also have access to Zoho Inventory Basic Edition free. Bottom Line Zoho Books is best suited to Freelancers and SMB’s. It does have some really neat features, such as the ability to create and send trackable invoices. You can also track the status of bills, create estimates for new work, and track expenses and attach receipts. Overall, Zoho Books is a solid platform to work from. It has some useful tools, good task automation and you can gain increased functionality with several integrated apps.

iCIMS Applicant Tracking System

iCIMS Applicant Tracking System is an all-in-one applicant tracking system that is superior to legacy recruitment methods in almost every way. It supports businesses of all sizes, in any industry, on a global scale. The service provides HR professionals with a set of collaborative tools, which enable them to attract, screen, and hire the best possible staff. iCIMS Applicant Tracking System provides a streamlined recruiting process to accurately pinpoint the best possible candidates for open positions. As the iCIMS Applicant Tracking System uses a centralized hub, accessing and reviewing information is a rapid and easy process. This is great for human resource management teams, as it allows them to engage the right candidates and, by extension, hire the correct person for the vacancy. The software is feature-packed and aims to simplify the processes that modern recruiters use to attract, screen, and onboard quality talent in their respective industries. It combines real-time requisition performance reporting with modern recruiting tools, which include social job post distribution and job board postings. This, in turn, makes the recruitment process more efficient and less time consuming. iCIMS Connect iCIMS Connect is a recruitment marketing automation system, which allows your HR team to engage passive candidates, who are open to exploring career opportunities with your company. The system communicates relevant job opportunities and career paths with these potential employees, in order to keep them interested in positions within your business. A passive candidate will click on a ‘Not ready to apply?’ option. From here they are taken to a branded, mobile-friendly portal, where a login is created for them to allow them to return to the portal to further their interest. iCIMS Recruit A productive feature of the iCIMS Applicant Tracking System is iCIMS Recruit. This is a configurable tool, which uses a dashboard that is able to consolidate everything required for the recruitment process: appointments, applicant files, calendars, communications, tasks, and reports; all from within a single environment. Integrations iCIMS Applicant Tracking System integrates with over 125 apps such as ADP, Ceridian, EmployeeScreenIQ, Kenexa, Kronos, Oracle, Orange Tree, Paychex, PeopleAnswers, PeopleSoft, SAP, and Workday. Pricing iCIMS Applicant Tracking System uses a subscription based pricing model. The charge does depend upon the final customized product required. Bottom Line iCIMS Applicant Tracking System is a solid and comprehensive talent acquisition solution, which aims to simplify the standard recruitment process. It provides mobile-optimized career portals, to let potential candidates perform job searches via any supported mobile device. As iCIMS Applicant Tracking System is fully brandable, and therefore it can be totally customized in order to suit your business requirements.

ConnectWise

ConnectWise is a high quality business management platform, which unifies various systems into a productive flow of information and communication. It covers all your bases by using automation options for incident management, availability management, request management, service-level management, service reporting, service asset and configuration management, change management, and knowledge management. ConnectWise combines services, ticketing, projects, billing, sales, marketing and reporting and organizes them into a solitary platform that provides one centralized location for your data. Help Desk Management A stand out feature of ConnectWise is the help desk management tool. It uses a proprietary ticketing system that enables your organization to provide the highest quality support to your customers and clients. ConnectWise’s help desk management solution centralizes all of your customer conversations under one platform. This makes communications easier by utilizing specific workflow rules, with pre-determined responses being sent out to inform clients when their tickets have been received or resolved. Cloud Services ConnectWise gives you a superb way to efficiently manage, monitor and bill your clients for an array of cloud services. More and more apps are moving to a cloud environment, and ConnectWise provides you with a robust, reliable platform to stay on top of your clients needs and support them effectively. Integrations ConnectWise functions as a centralized hub for the needs and requirements of your business. It is both highly customizable and scalable, and has over 300+ integrations with sought-after business solutions. It also provides various backup and disaster recovery solutions, cloud services, and document management platforms for integration as well. Pricing ConnectWise uses a subscription pricing model. Organizations are encouraged to contact ConnectWise directly for tailored pricing information. Bottom Line ConnectWise provides a solid, overall business management and process automation solution. It is ideally suited towards technology companies, cloud service providers, and software developers. Workflow rules cover all areas, from sending targeted marketing campaigns through to tracking service delivery via SLAs and everything in-between. Amongst other things, ConnectWise can be used for ticket management, project management, time tracking, CRM, cloud application management, monitoring and billing, technician dispatching, asset tracking, billing and invoicing, procurement, and inventory management. No matter what your needs are, ConnectWise has you covered.

Open DNS

开放DNS是DNS解析服务。它为各种规模的家庭，学校，政府组织和企业提供易于实现的Internet导航和Web安全解决方案。 OpenDNS提供的服务提高了网站导航的速度，并防止了对网络钓鱼和恶意软件站点以及您配置为受限制的任何Web内容的意外访问。 主要功能包括： 更快，更可靠的互联网网络安全。 可自定义的过滤和安全性。 云服务。 保护每个设备的家长控制。 网络钓鱼防护。 高级DNS。 恶意软件和僵尸网络保护。 对于小型企业和有孩子的家庭，OpenDNS提供了一种相对简单的方法来使用户远离网络上可疑的内容。它具有简洁明了的界面，只需登录您的帐户并输入您的偏好，就可以轻松阻止单个站点或在线站点类别。 OpenDNS的网络钓鱼防护可以识别并阻止试图对您的个人数据进行网络钓鱼的站点。它可与所有操作系统和浏览器一起使用，并支持已使用的任何其他安全措施，例如防火墙和防病毒软件。 总体而言，OpenDNS可以为您和使用网络的每个人提供更安全，更快的Internet体验。

Workato

Workato is a robust cloud automation and integration platform with enterprise-grade capabilities. Workato’s solid cloud-based service lets you connect web applications easily with its simple drag and drop interface. The solution seamlessly integrates with over 150 business apps and services and enables task automation across all of them. Recipes Recipes are a key concept in Workato. Workato recipes are a set of steps, which best describe how your apps work together. Recipes can be created from scratch, or you can choose one that fits your need from the thousands of community recipes available. Creating a recipe is not hard; all you have to do is know your apps and how you need them to be connected. Workato has a linear, guided process, and is able to handle complex logic, conditional actions and multi-step workflows. Data Management Workato has complex data models that work with applications' native data models. Workato also provides an intuitive error logging system that mirrors steps in your recipe and is able to send you notifications of any data errors. This is a superb way to locate and rectify any errors. All you have to do is fix the troublesome data and then run it through again or delete it and continue. In this way, you are able to correct bad data at its source, instead of cultivating it and allowing to pass to other apps, thereby compounding the issue. Integrations Workato integrates with the following business systems and applications: Box, Dropbox, GitHub, HipChat, JIRA, NetSuite, Salesforce, Slack, Twilio, Twitter, Zendesk, QuickBooks, EventBrite, Intacct, ServiceNow, QuickBase, Marketo, Xero, and InfusionSoft. Workato supports the following devices and platforms Mac, Windows, Web, Android and iOS. Unfortunately, Workato does not provide an open API. Pricing Workato uses a subscription pricing model, with plans starting from $99.00 per month for the Premium plan. There is a free trial available on request, if required. The Premium plan allows you to create private recipes, use 5,000 transactions per month. It has email and chat support, and comes with a 1-hour implementation session. The Pro plan is priced at $499 per month. For this price you receive all the features that are in the Premium plan, plus 50,000 transactions per month, phone support, custom expert services, and tier-2 apps (NetSuite, Intacct, Marketo, ServiceNow). There is also an Enterprise plan available as well. This is tailored and customized to suit your specific needs and requirements. Contact Workato directly for a custom quote. Bottom Line Workato is suitable for all types of business from all types of industry, from small businesses to Large Enterprises and everything in-between. Workato can be tailored to suite all budgets and requirements. It offers capabilities and features, which let you create multi-step integrations that provide a smooth and seamless data flow across your favorite applications.

Zoho Support

Zoho Support is a scalable help-desk solution for businesses of various sizes. By utilizing Zoho Support, businesses are able to build feature-rich help-desks that include ticket management, automation, and reporting tools. Businesses are able to engage with their customers across multiple channels, including various social media solutions and email. With robust workflow automations and request management tools, help-desks are able to manage and maintain large amounts of traffic. Mobile Support A really useful feature of Zoho Support is the ability for agents to answer tickets from anywhere using Zoho Support for iOS and Android. From within the app, users are able to view a feed that displays any recent updates in tickets. They can also choose to follow specific tickets, contacts or accounts. If any developments occur, it will show up automatically on the feed in real-time. Response times can be critical in dealing with customers, therefore the Zoho Support mobile app makes good use of push notifications, ensuring agents maintain rapid response times to tickets. Multi-Channel Request Support The ability to gather customer service requests from multiple channels is a superb way to build great customer satisfaction. Support from email, phone, social media, chat, self-service help center, forums and web forms are all supported on this platform. Zoho Support can be configured so managers can setup and maintain service-level agreements (SLAs). Tickets are created with a due date and time based on the pre-defined SLA. The software can automatically alert users or even re-assign the ticket to another agent. Automations Automations are a great way to improve productivity. By utilizing time based actions and macros, agents are able to maximise their time spent on activities. Zoho Support makes implementing flexible automation rules an easy affair. In this way, customers can be kept up to date regarding changes to their tickets, and any inactive tickets can be closed without wasting time and resources. Pricing Zoho Support uses a freemium, subscription pricing model, with a free 15 day trial available. The Free plan includes email ticketing, knowledge base, community forums, web contact form, default canned responses. This is useful for small businesses, however if you need integration with Zoho CRM then you need to move onto one of the paid plans. The Professional plan is priced at $12 per agent, per month. For this, you receive everything in the Free plan, plus workflows, time tracking, social media monitoring, custom reports and dashboards, custom canned responses, and phone integration. Zoho integrations and mobile versions are also available with this plan. Finally the Enterprise Plan is priced at $25 per agent, per month. At this level you receive everything that is available in the cheaper plans, plus scheduled reports, integration for multiple phone numbers, more workflows, and built-in live chat. Bottom Line Zoho Support is a good solution that can give businesses a clear, unified view of their customers’ requirements. With multi-channel ticket management, and custom reporting tools coupled with Zoho CRM integration, Zoho Support is a solid customer service solution that is best suited to SMBs, but as it is scalable can be used by larger organizations.

BambooHR

BambooHR is a user friendly Human Resource software solution that lets you proactively manage employee information, rather than just track it with spreadsheets. BambooHR’s personalised HRIS (human resource information system) provides a way to consolidate all employee and HR related data and manage it with ease. The software can be used to construct a centralized database of employee profiles, which can be accessed by any employee that has previously defined custom access permissions. Each profile is able to store personal information and a photo, as well as data on benefits, salary, time off, documents, and training etc. One really cool feature of BambooHR is these profiles can be edited, so you can add custom fields and record important information that is unique to your company. Time-Off Management As your employees can be given customized access to your company’s HRIS, it lets them view and update their information when they need to. A great feature of BambooHR is that the system is designed to let employees request time off, see what their entitlements are, and view the staff calendar to see when other employees have booked time off. For Managers BambooHR is a great solution, which gives them the ability to fully manage their team with ease. Managers can approve time-off requests, and generate custom time off reports, add time off policies and set accrual levels. Custom Reports/Alerts BambooHR provides a range of customizable reports, each with the ability to filter, group and sort information from your company’s HRIS.Aside from custom reports, BambooHR also comes with a stack of pre-built ones, such as salary history, age and gender data, and turnover rate etc. Data can also be pulled in from other 3rd party apps such as NimbleSchedule, and Cornerstone Growth Edition. These integrations are really useful because they provide you with a more comprehensive overview of employee data. BambooHR helps you keep track of all HR activity, not only through reporting, but also via email alerts. Customized email alerts can be sent to any employee regarding any subject; from performance reviews, to insurance expirations. Integrations BambooHR’s integration with other data tools is a really great feature. Take, for instance, the integrated application tracking system (ATS) module. The module can create and publish job openings and record, review and track the status of incoming job applications. More advanced features of the ATS module cover resume commenting, candidate ratings, and cool features such as job postings on social media. BambooHR also has useful standard integrations with the ATS module, such as CATS and HiringThing, and NetSuite’s ERP system. It also integrates well with performance review solutions such as Bullseye Engagement and Small Improvements, and payroll software like TRAXPayroll and Simplepay.ca. Pricing BambooHR uses a subscription pricing model starting at $8 per employee per month, with $99 monthly minimum. The pricing structure is based on the number of employees, with a Free Trial (No Credit Card required) to get you started. For this cost you receive BambooHR’s basic features as well as employee onboarding, employee self service, benefit tracking, advanced custom reports, custom alerts, and 100MB storage per employee. Bottom Line BambooHR consolidates employee information from numerous different sources and puts that data into a single, customizable, cloud-based hub. It is easy to use and has an intuitive interface. The software automates common HR workflow and provides dynamic mobile accessibility with support for Android and iOS devices. This gives management the ability to track relevant employee data, no matter where they are. It has support for popular different currencies and is available in six languages.

RingCentral

RingCentral是一种云电话系统，可以安全地为您的企业提供高质量的语音，传真，文本和会议。无论公司的规模，预算，位置或员工使用的设备如何。使用RingCentral，您可以将IP台式电话和PC连接到Internet连接，然后在员工的智能手机上安装RingCentral Mobile App。正是这些端点与RingCentral云平台进行通信，以实现跨您所有办公室位置的无缝通信系统。 RingCentral的云通信解决方案非常易于管理，更不用说比标准的本地PBX电话系统更加灵活。无论您的业务性质如何，RingCentral都能通过台式电话，智能手机/平板电脑和软电话帮助您在多个位置保持联系。 从当前系统迁移到RingCentral的云电话系统是一个快速而直接的过程。 RingCentral实施专家将为您管理过渡，因此将照顾您所有的办公室位置和远程工作的员工。客户代表可以承担转移现有电话号码，订购新线路或从本地，免费电话和虚荣电话号码中进行选择的后勤工作，从而使您可以继续进行最重要的事情；你的事。 灵活性 RingCentral为您提供了一个灵活的通信平台，可以适应您的业务需求。 RingCentral的系统是一个强大的解决方案，可以随着您的业务增长和扩展轻松扩展。您可以使用智能设备或通过网络在任意位置设置，管理和访问通信。 RingCentral利用独特的点击/点击界面，该界面易于操作，从而减少了IT工作量，并提高了生产率。 RingCentral的智能协作将使您的员工比以往任何时候都更有能力共享文件，管理项目以及跨整个企业进行协作。 呼叫管理 RingCentral的商务电话系统可完全自定义以满足您的需求。当客户与您的企业联系时，您希望他们体验专业和个性化的服务。 RingCentral的云电话系统的高级呼叫管理功能意味着您的团队将为整个团队提供清晰一致的服务。首次登录时，在线向导将引导您完成用户设置和基本电话系统设置。然后，您可以继续设置服务，例如呼叫应答规则，呼叫转移，呼叫日志和消息警报。还有一些非常有用的功能，例如未接来电通知和自动通话录音。 集成和移动性 RingCentral为您提供了集成的语音，传真和文本服务。基于云的办公电话系统可让您在需要时工作。由于iOS®和Android™的RingCentral Mobile Apps几乎提供了所有管理功能，因此您永远不会束手无策。 RingCentral允许与您日常依赖的其他云业务应用程序无缝集成，包括MicrosoftOutlook®，Box，Dropbox和Google云端硬盘。它还与Oracle®Sales Cloud，Salesforce®，Zendesk®和Office 365™的服务很好地集成在一起。这些集成和受支持的服务意味着您将保持联系并保持生产力。 定价 RingCentral运行订阅定价模式，服务起价为每月19.99美元，并提供免费试用（无需信用卡），让您放心试用其服务。 RingCentral Office™服务的价格为每位用户19.99美元起，RingCentral Professional™服务的价格为每位用户9.99美元起。 底线 RingCentral是自由职业者，大型企业，非营利组织，公共管理部门和小型企业的关键解决方案。提供通信服务的成本仅为过时的PBX硬件的一小部分，因为它支持来自所有主要平台的设备，包括iOS®，Android™Windows Phone和Mac OS / WindowsOS，并与其他云业务无缝集成应用程序，RingCentral是涵盖所有基础的完整的云电话解决方案。

Vision Helpdesk

Vision Helpdesk's software is a multi-channel help-desk solution, which utilizes digital tickets in order to centralize customer conversations that come from a variety of different sources; email, web portals, social media channels, telephone, and live chats. Vision Helpdesk provides a solid web-based solution to held desk management as it includes three main products; multi-channel help desks, satellite help desks, and IT service desks (ITIL/ITSM). The multi-channel help desks, and satellite help desks help companies stay organized. Vision Helpdesk's IT service desk comes with many advanced features including CMDB, asset management, incident management, problem management, knowledge management, change management, and release management applications. Vision Helpdesk's software includes lots of standard features such as ticket management, knowledge bases, SLA’s, help-desk automation, and customer portals. It also includes more unique features such as ticket billing, a staff collaboration tool (Blabby), and task management tools as well. Client Portals Vision Helpdesk offers users customizable client portals that will fit existing company branding. With Vision Helpdesk, all aspects can be customized, including the logo, the template, and CSS files. Multi-level, category-based knowledge bases can also be personally designed. Staff Collaboration All help-desk staff need to be able to collaborate on tickets and any issues that crop up from them. Vision Helpdesk's collaboration tool is called Blabby. Blabby lets colleagues have both private and group conversations, and teams are able to use Blabby to collaborate on a variety of different matters, including share files and documents and resolving ticket problems. Blabby also has some pretty cool advanced features as well, such as the ability to add #hashtags to posts, based on trending topics, and configurable notifications can be set up to keep everyone on the same page. When teams need to share knowledge with other staff members, they can do so via the secure communication portal. Integrations Vision Helpdesk can be integrated with numerous third party organizations, including social media giants Facebook and Twitter, with live chat, VoIP, and email services for multi-channel ticketing management. Other social media channels, such as LinkedIn and Google+ are also supported. For CMS, Vision Helpdesk ties in well with Joomla, Wordpress, and Drupal. VoIP services are covered by Twilio, whilst live chat services are supported by Userlike, Com100, Livezilla, and Livechat Inc. For remote sessions, Vision Helpdesk supports Teamviewer, Gotomeeting, Gotoassist, and Webex. Paypal and Authorize.net are used for payment gateways, and for billing, WHMCS and Hostbill are supported. Pricing Vision Helpdesk operates a subscription pricing model and has plans for every business, SaaS licensing starts from $7 per staff member, per month for help desk software. Satellite help desk software starts at $14 per staff member, per month, and the Service desk software starts at $21 per staff member, per month. There are also options to download recurring licenses, and one-time licenses as well, if required. Bottom Line Vision Helpdesk is a good solution for businesses of all sizes. It has has a innovative approach to customer support, with cool features such as satellite desks, and gamification, and with pricing starting from $7 per month, per staff agent, you can see why over 8000 firms already use Vision Helpdesk as their choice of support.

HouseCall Pro

HouseCall Pro is a field service management platform that covers job management, quotes/estimates, scheduling, dispatching, billing and invoicing, payment processing, customer management, electronic signature capture, and service history tracking. HouseCall Pro has been designed specifically for service contractors and professionals. It can be accessed and managed from anywhere; a web portal, in the office or from a smartphone out in the field. It’s an end-to-end automation platform, which covers the entire workflow; from job scheduling to dispatch, CRM to quotes and payment processing It comes packed with time saving, efficient features including contractor profiles, customer database, messaging, GPS tracking, live maps, mobile payment, automated invoicing, postcard marketing, Google Calendar integration, and email re-marketing. The service also integrates seamlessly with HouseCall, the free customer booking app. Customer Management A productive feature of HouseCall Pro is the Customer Management database. All customer records, jobs, invoices, and communications are stored in the cloud. This makes customer management a straightforward affair. All customer information regarding job tracking and histories are kept in an organized environment. Invoicing and Payment Processing A really useful feature of HouseCall Pro is the ability to invoice on the fly and receive payments in a variety of different ways. As soon as a job is marked as complete, HouseCall Pro allows the user to send automated email invoices immediately from a mobile device. The customer is then able to pay with a credit card online or they can send payment via other supported methods, such as with cash or via a bank transfer. HouseCall Pro processes payments at a flat rate of 2.69% + $0.30 whilst on site. All the user has to do is key in or scan the customer’s debit/credit card and then capture their e-signature. Because HouseCall Pro integrates with QuickBooks Online, the whole accounting process is simplified as well. Scheduling and Dispatch Managing schedules and dispatching contractors can be a tricky affair. With HouseCall Pro, as soon as a customer books a job order with your business via the HouseCall app, you are notified immediately. The booking app gives the customer various ways to provide key information regarding the job that needs undertaking. With it, they can send photos of the job site and provide written information on the requirements of the job. This is great for accurate estimation pricing. All jobs are stored in Google Calendar, which can be checked anytime via HouseCall Pro for daily, weekly, or monthly schedules. Jobs can be assigned to any available technicians in only a matter of a few clicks. All the information regarding the job is then sent to them. If there are any last-minute changes, these are pushed to their device in real time. Integrations HouseCall Pro has seamless integrations with popular accounting service, QuickBooks Online, and with Google Calendar. Pricing HouseCall Pro operates a subscription pricing model and has four plans; Free, Start, Grow, and Manage, starting at $0 per month, rising to $179 per month. The Grow and Manage plans have an additional one-time setup fee of $99. All plans include products and services, such as apps for iOS and Android devices, web services, real-time dispatching, QuickBooks Online and Google Calendar integration, GPS vehicle tracking, and a customer booking app as well. The Free plans is suited to one user and covers all the baseline features. The Start plan is priced at $35 per month for one user. Along with the baseline features, this plan comes with PostCard and Email marketing and Live chat support. Next up is the Grow plan, which is priced at $71 per month for ten users. You also get Company chat in-app, and QuickBooks Online integration (HouseCall Pro is also working on a custom SMS service). Finally the Manage plan is priced at $179 per month and is for an unlimited number of users. For this you get customizable reports, and Employee GPS map tracking (HouseCall Pro is also working on a Web booking widget). Bottom Line HouseCall Pro is a solid solution for business of all sizes, but particularly for those looking for a more comprehensive field service management tool, which covers everything, from scheduling and dispatching, though to GPS tracking, and invoicing and payment processing. With additional features for marketing, including customized cards, and mobile app integration for iOS and Android devices, HouseCall Pro is a quality solution that covers all the bases.