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Description
The Hearth mobile application allows you to effortlessly present your clients with estimated monthly payment plans, pre-qualify them in just a few minutes, and monitor the status of their loans. You can dispatch quotes, contracts, and invoices that include financing options directly from your mobile device, streamlining your sales process. With digital quotes, contracts, invoices, and payment tools, you won't have to worry about the hassle of tracking down checks and signatures anymore. Clients will receive automated reminders, relieving you of that responsibility. You can also easily monitor when clients receive, access, and sign important documents. By providing flexible payment solutions and a polished digital experience, Hearth enhances customer satisfaction significantly. The automation and tracking features mean no more back-and-forth phone calls or misunderstandings. Presenting monthly payment options instills confidence in your customers, encouraging them to proceed with their projects. Furthermore, Hearth enables you to integrate monthly payment solutions into every quote, contract, and invoice, facilitating smoother transactions and increasing your chances of closing more deals. This innovative approach not only benefits your clients but also boosts your business efficiency and success.
Description
Intrabench CRM software allows small businesses to effectively handle customer relations by leveraging existing contacts and company insights. This all-in-one software hub simplifies the management of accounts, invoicing, sales, and marketing efforts. Additionally, it comes equipped with comprehensive email management features, including client tracking and bulk email options. With Intrabench CRM, users can easily organize their contacts, boost sales, enhance productivity, and manage accounts through a straightforward and user-friendly interface. Designed with the needs of businesses in mind, each feature is specifically tailored to save time and increase efficiency. Explore its various functionalities, such as client searches, call-back reminders, opportunity tracking, quoting, invoicing, and automated payment reminders, to see how they can benefit your operations. Intrabench delivers a complete operational cycle that is unmatched by any other small business CRM system, making it an invaluable tool for entrepreneurs. Give it a try, and discover why a growing number of users are enthusiastic about its capabilities.
API Access
Has API
API Access
Has API
Integrations
No details available.
Integrations
No details available.
Pricing Details
$1,499 per year
Free Trial
Free Version
Pricing Details
No price information available.
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Hearth
Country
United States
Website
www.gethearth.com
Vendor Details
Company Name
Intrabench CRM
Country
United Kingdom
Website
www.intrabench.com
Product Features
Residential Construction Estimating
Bid Management
Billing & Invoicing
Building Product Database
Change Orders
Customer Management
Project Management
Quote Management
Scheduling
Takeoff
Product Features
CRM
Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management
