Search results for Business Contact Book

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Selling.com is a B2B Intent-based contact intelligence platform rooted in machine learning & AI. We power marketing and sales pipelines with multi-source intent signals, accurate mobile phone details, real-time verified contacts, AI-powered Look-Alike modelling, unmatched firmographic & technographic insights on 35 million decision-makers. Infotelligent helps businesses find accounts that have a higher propensity to buy, and increase sales bookings with accurate contact information and lightning fast data workflows.

QuickBooks Point of Sale was a comprehensive retail management software developed by Intuit, designed to streamline sales transactions, inventory management, and customer tracking for small to medium-sized businesses. It integrated seamlessly with QuickBooks accounting software, providing a unified solution for managing both sales operations and financial records. Key Features and Functionality: - Sales Processing: Facilitated efficient sales transactions with support for various payment methods, including credit and debit cards, Apple Pay, and Google Pay. - Inventory Management: Offered real-time tracking of inventory levels, enabling businesses to monitor stock, manage reorders, and reduce instances of overstocking or stockouts. - Customer Relationship Management (CRM): Maintained detailed customer profiles, including purchase histories and contact information, allowing for personalized marketing and improved customer service. - Reporting and Analytics: Provided comprehensive reports on sales, inventory, and customer behavior, aiding in informed decision-making and strategic planning. - Employee Management: Included tools to monitor employee activities, such as individual sales performance and hours worked, with options to set access permissions for enhanced security. Primary Value and User Solutions: QuickBooks Point of Sale addressed several critical needs for retailers: - Operational Efficiency: By automating sales and inventory processes, it reduced manual data entry, minimized errors, and saved time. - Financial Accuracy: Its integration with QuickBooks accounting software ensured that sales data was accurately reflected in financial records, simplifying bookkeeping and tax preparation. - Enhanced Customer Engagement: The CRM capabilities enabled businesses to build stronger relationships with customers through personalized interactions and targeted marketing campaigns. - Informed Decision-Making: Access to detailed reports and analytics empowered business owners to make data-driven decisions regarding inventory management, sales strategies, and overall business growth. Please note that as of October 3, 2023, Intuit discontinued QuickBooks Desktop Point of Sale, including technical support and associated services. Users were encouraged to transition to alternative solutions, such as Shopify POS, which integrates with QuickBooks Desktop to provide a modern retail management system.

Wave is a comprehensive, cloud-based accounting software tailored for small businesses, freelancers, and entrepreneurs. It offers a suite of financial tools designed to simplify bookkeeping, invoicing, and payroll processes, enabling users to manage their finances efficiently without the need for extensive accounting knowledge. Key Features and Functionality: - Accounting: Track income and expenses, manage cash flow, and access detailed financial reports such as profit and loss statements and balance sheets. - Invoicing: Create and send professional, customizable invoices with ease. - Payments: Accept online payments through credit cards and bank transfers, facilitating faster transactions. - Payroll: Run payroll for employees and contractors, with automatic tax calculations and filings in supported regions. - Receipts: Scan and store receipts to track and organize expenses efficiently. - Mobile App: Manage invoices, expenses, and receipts on-the-go, ensuring financial oversight anytime, anywhere. Primary Value and Solutions Provided: Wave addresses the common challenges faced by small business owners in managing their finances by offering an integrated platform that combines accounting, invoicing, and payroll functionalities. Its user-friendly interface and automation features reduce the time and effort required for financial management, allowing users to focus more on growing their businesses. Additionally, Wave's commitment to security ensures that sensitive financial data is protected, providing peace of mind to its users.

Your social connections manager built for ​CEOs, Entrepreneurs, Digital Creators, Executive Recruiters. With LeadDelta, you will obtain a 10,000-foot view of your professional network. Organize your business contact book the way you want. No ads, no distractions. CRM-view, tags, notes, filters, personalized messages, and more. LeadDelta allows you to import your LinkedIn connections into the platform (some call it the social CRM) and use tools like tagging, notes, templates, bulk messages, filters, data unlocking, 1-click export, Zapier integration, and more to nurture, grow and utilize your network. Simply put, everything you need but don't have on LinkedIn.

SyncApps integration platform allows any business to create Enterprise level software integrations using a simple point & press interface to integrate Dynamics 365, Mailchimp, Constant Contact, NetSuite, Salesforce, QuickBooks, Zoho CRM, Zendesk, Xero, Highrise, Handshake, SugarCRM, SuiteCRM and many more.

Dubsado is a comprehensive business management platform designed to streamline and automate the daily operations of service-based businesses. It offers a suite of tools that assist entrepreneurs, freelancers, and small businesses in managing clients, projects, and finances efficiently. By integrating various administrative tasks into a single platform, Dubsado enables users to focus more on their core services and less on time-consuming administrative duties. Key Features and Functionality: - Customizable Form Templates: Create branded contracts, lead capture forms, questionnaires, and proposals that align with your business identity. - Invoicing and Payment Processing: Send professional invoices, set up payment plans, and automate reminders to ensure timely payments. Dubsado integrates with payment processors like Stripe, PayPal, and Square, allowing clients to pay securely online. - Automated Workflows: Automate routine tasks such as sending emails, scheduling appointments, and following up with clients, reducing manual effort and minimizing errors. - Built-in Scheduler: Allow clients to book appointments directly through your website, syncing with your calendar to prevent double bookings and streamline scheduling. - Client Portals: Provide clients with personalized portals where they can access project details, view documents, sign contracts, and make payments, enhancing the client experience. - Financial Tracking and Reporting: Monitor income, expenses, and outstanding invoices with integrated financial tracking tools, offering clear insights into your business's financial health. Primary Value and Solutions Provided: Dubsado addresses the common challenges faced by service-based businesses, such as disorganized workflows, manual administrative tasks, and inconsistent client communication. By centralizing client management, automating repetitive processes, and offering customizable tools, Dubsado enhances operational efficiency and professionalism. This allows business owners to deliver a seamless and polished client experience, ultimately leading to increased client satisfaction and business growth.

Coastr is an all-in-one, cloud-based vehicle rental and fleet management software designed to streamline operations for car rental businesses, leasing companies, and shared mobility providers. By integrating advanced technologies such as IoT, AI, and telematics, Coastr offers a comprehensive platform that automates booking processes, enhances fleet management, and provides real-time vehicle tracking. This digital solution not only simplifies daily operations but also improves customer experiences through features like keyless entry and white-label customer portals. Coastr's mission is to revolutionize the vehicle rental industry by delivering a seamless, efficient, and contactless rental experience for both operators and end-users. Key Features and Functionality: - Operations Management Software: Automates reservations, pricing, and revenue management, encompassing digital booking, customer and fleet management, billing, compliance reminders, dynamic pricing, asset protection, and advanced reporting. - Advanced Fleet Management: Enhances efficiency with automated fleet scheduling, maintenance management, vehicle movement tracking, custom checklists, and compliance checks. - Connected Mobility Technology: Offers contactless rentals through keyless entry, GPS vehicle tracking, remote immobilization, and advanced telematics. - White-Label Customer Portals: Provides branded online booking websites and apps, enabling businesses to reach more customers and increase bookings. - Marketplace of Integrated Partners: Grants access to leading maintenance management, customer KYC, fine management, telematics, accounting, insurance, leasing, and payment partners. - Business Success Suite: Includes dedicated account management, easy product migration, regular product updates, and curated marketing support. Primary Value and Solutions Provided: Coastr addresses the challenges faced by vehicle rental operators by digitizing and automating core processes, leading to significant time and cost savings. Its cloud-based platform allows for on-the-go management, increasing operational flexibility. The integration of connected car technology enhances fleet security and utilization, while white-label solutions help businesses expand their customer base and boost revenue. By offering a comprehensive suite of tools and integrations, Coastr empowers rental businesses to modernize their operations, improve customer satisfaction, and stay competitive in the evolving mobility market.

Joist is a comprehensive mobile and web application designed specifically for contractors to streamline their business operations. It enables professionals to create detailed estimates and invoices, accept payments, and manage projects efficiently from any location. By integrating essential tools into a single platform, Joist helps contractors save time, enhance professionalism, and accelerate payment processes. Key Features and Functionality: - Estimates: Quickly generate professional estimates, allowing contractors to win more clients on-the-spot. - Invoices: Customize and send professional invoices with ease, featuring company logos and personalized messages. - Payments: Accept online payments via credit card, debit card, or eCheck, facilitating faster transactions and reducing the need for in-person collections. - Client Management: Securely store and access client information from any device, ensuring efficient communication and record-keeping. - QuickBooks Sync: Automate bookkeeping by syncing jobs and clients with QuickBooks Online accounts. - Homeowner Financing: Offer financing options to clients, increasing the likelihood of winning jobs and upselling services. Primary Value and Solutions Provided: Joist addresses common challenges faced by contractors, such as time-consuming paperwork, delayed payments, and client management inefficiencies. By offering a unified platform for estimating, invoicing, and payment processing, Joist empowers contractors to: - Save Time: Complete administrative tasks on-site or on-the-go, reducing the need for after-hours paperwork. - Win More Jobs: Deliver prompt and professional estimates, increasing the chances of securing projects. - Get Paid Faster: Simplify the payment process for clients, leading to quicker payments and improved cash flow. With over 1.3 million contractors utilizing the platform and processing transactions exceeding $85 billion, Joist has established itself as a trusted solution in the contracting industry.

ServiceNow Field Service Management brings together AI, data, and workflows on one platform to revolutionize field operations in delivery of industry-leading customer experiences: Seamless service: Extend Field Service Management with ServiceNow’s CRM solution to integrate service, sales, and delivery on one unified platform. Enable customers to self-serve based on their preferences through personalized portals, booking tools, virtual agents, and omni-channel flexibility, all powered by AI. Work planning and scheduling: Manage your territories efficiently with AI by visualizing and aligning resources to meet your business objectives and service demands. Automate scheduling and dispatching for both short- and long-cycle work, while streamlining project workflows to complete tasks on time and within budget. Resource management: Optimize your workforce by balancing jobs across internal and external resources, maximizing utilization while meeting safety, compliance, and work requirements. Create crews instantly based on geography, skills, and availability while seamlessly integrating third-party contractors to support specialized or remote work. Job execution: Equip your field teams with comprehensive job details, contextual knowledge, and guided mobile playbooks that execute workflows, provide personalized support, and allow for real-time work documentation. Simplify inventory management by facilitating part swaps and transfers in the field to maintain stock level integrity. Efficiently manage asset servicing from installations to repairs with maintenance plans based on time, cycles, and usage. Data insights: Analyze operational KPIs and metrics with AI via advanced reporting and analytics dashboards. Visualize maintenance schedules and predict future resourcing needs, adjusting workforce capacity based on accurate forecasts. Assess and remove field service workflow bottlenecks with AI and machine learning to exceed customer expectations with every visit.

Check Cherry helps event professionals run their business with online booking, proposals, contracts, payments, and automated client communication—all in one platform.

SAP Transportation Management is a comprehensive solution designed to optimize and streamline transportation and logistics processes within the supply chain. It integrates fleet and logistics management, enabling businesses to reduce complexity, increase efficiency, and enhance agility. By supporting end-to-end transportation processes across various modes—including road, rail, sea, and air—SAP TM helps organizations manage freight, fleet, and logistics operations effectively, contributing to a more sustainable and risk-resilient supply chain. Key Features and Functionality: - Strategic Freight Management: Automates freight procurement with advanced analysis, forecasting, and simulation tools, streamlining quote-to-contract processes and enabling efficient rate determination. - Order Management: Integrates orders and purchase orders from SAP S/4HANA and other ERP systems, supporting real-time order-to-cash and procure-to-pay processes, and aligning sales and order scheduling to meet customer delivery commitments. - Transportation Planning and Optimization: Offers manual, map-based, and automated planning functions, balancing freight costs and service levels, optimizing goods movement, and providing clear visibility into transportation plans. - Freight Order Management: Facilitates the creation and management of freight orders, integrates with carriers for booking and scheduling, and enables real-time tracking of shipments. - Carrier Selection and Management: Automates carrier selection based on predefined criteria such as cost, service level, and capacity, manages carrier contracts, and supports multi-modal transport options. - Freight Costing and Settlement: Calculates transportation costs based on various parameters, integrates with financial systems for automated settlement, and provides detailed analysis and reporting of transportation costs. - Real-Time Visibility and Tracking: Provides real-time visibility into shipments, allowing businesses to monitor shipment progress, detect potential delays, and communicate accurate delivery estimates to customers. - Collaboration Portal: Offers a centralized platform for all stakeholders, including shippers, carriers, and customers, to collaborate, exchange documents, and enhance transparency throughout the transportation process. Primary Value and Problem Solving: SAP TM addresses the complexities of modern transportation and logistics by providing a unified platform that enhances visibility, optimizes resource utilization, and automates key processes. By integrating with other SAP modules, it ensures seamless coordination between transportation, warehousing, and financial operations. This leads to reduced transportation costs, improved on-time delivery rates, enhanced customer satisfaction, and the ability to meet sustainability goals. Additionally, SAP TM's real-time tracking and analytics capabilities enable proactive management of potential disruptions, ensuring a resilient and efficient supply chain.

Zomentum's e-Sign and Payment solutions are designed to streamline the sales process for Managed Service Providers by integrating electronic signature capabilities with efficient payment processing. This unified platform enables businesses to create, negotiate, and finalize contracts seamlessly, while also managing payments within the same system. By automating these critical workflows, Zomentum helps MSPs reduce administrative tasks, accelerate deal closures, and enhance overall operational efficiency. Key Features and Functionality: - Contract Creation and Management: Utilize over 500 dynamic templates to draft professional contracts, automatically converting accepted quotes into business agreements with integrated pricing details and terms. - Automated e-Signature Workflows: Assign roles and permissions, set custom access controls, and implement conditional logic to route documents efficiently, ensuring secure and expedited approvals. - Intuitive Signing Experience: Clients can sign documents on any device using various options—type, draw, or upload an image of their signature—with real-time status updates from viewing to completion. - Centralized Contract Repository: Store all contracts securely in one place, enabling easy access, management, and compliance tracking. - Integrated Payment Processing: Collect payments for new quotes, recurring charges, and existing collections, with automated reminders and flexible payment options, ensuring timely collections and reducing manual efforts. - Seamless Integrations: Connect with over 50 popular tools, including accounting software like QuickBooks and Xero, to unify contract management processes and improve productivity. Primary Value and User Solutions: Zomentum's e-Sign and Payment solutions address the challenges MSPs face in managing contracts and payments by providing an integrated platform that automates and simplifies these processes. By reducing manual tasks, ensuring secure transactions, and offering real-time insights, Zomentum empowers businesses to close deals faster, maintain compliance, and enhance client satisfaction. This comprehensive approach not only improves operational efficiency but also drives revenue growth by streamlining the entire sales cycle.

"MOCO is a cloud software focusing on project administration & business reporting for service companies. Some of the main features are: - Lead funnel - Offers - Project administration & controlling - Resource planning - Time tracking - Invoicing - Incoming invoices - Contact management - Personal expenses - Bookkeeping integration Just combine with your favorite tool MOCO provides connection via API, webhooks, Zapier, Make and some out of the box integrations."

AI client management for every business you run. Say it. Approve it. Aventide runs it. Aventide is a client management platform for consultants, coaches, designers, agencies and other client-service professionals, especially people running more than one business. Each business has its own clients, branding, client portal and payment account. Switch businesses from one menu, and every screen changes to the business you picked. Built on AI from the start, Aventide uses your saved business details to draft proposals, invoices, documents and client follow-ups. Anything Aventide drafts for a client waits for your approval, and once you approve, Aventide sends it. Automations you switch on run on their own. A daily brief brings together what needs your attention. Take Aventide with you. On your phone, message it in Telegram, WhatsApp or Slack to ask a question, get your daily brief or approve what it drafted. With Aventide, you can - Capture inquiries and manage client email in one inbox. - Let clients book time with you or your team, with a deposit or full payment, and Zoom or Google Meet links. - Create proposals and contracts clients can accept and sign online. - Track time and expenses, and add them to invoices. - Send invoices and collect payments through your own Stripe or QuickBooks Online account. - Give clients a portal with your business's logo, colors and fonts, where they sign, download files, pay and book time. - Schedule and publish posts to Facebook, Instagram, LinkedIn, YouTube, TikTok and Threads. Every plan has every feature, including unlimited businesses and team members. Starter costs $39 a month and Pro costs $99 a month. Aventide adds no transaction fee to client payments; only Stripe's or QuickBooks' own processing fees apply. Moving from HoneyBook? Aventide's Switch Kit brings over your contacts, clients, projects, tasks and notes, along with read-only invoice and contract history. Original documents and open payments stay in HoneyBook. Try Aventide free for 14 days with no credit card required.

NinjaPipe is an AI-Powered Sales Platform built to serve 3 key pillars: - AI Automated appointment setting and booking sales calls - Lead aggregation and scoring - Companies can connect their Lead forms and other sources to NP and aggregate all of them in one centralized collection where automation workflows can be performed such as appointment setting, email and SMS campaigns, etc. - Integrated CRM to manage clients and connections NinjaPipe is available on Web, iOS and Android and businesses can use all the in-built tools to perform most business operations without having multiple software installed. Some of the high level features: - AI Sales tools: Sales appointment setting, automated follow ups, lead scoring - Contact management and CRM - Invoicing - Deals and sales management - Sales pipelines and task management - Invite team members for collaboration - Real-time chat with clients - Client portal with company branding - Email & SMS Marketing automation

AccountsPortal is a cloud-based accounting software designed for contractors, freelancers, small businesses, bookkeepers, and accountants to manage their financial records efficiently from any location. Its intuitive interface simplifies bookkeeping tasks, allowing users to save time, monitor cash flow, and expedite payments. The platform is fully integrated with HMRC's Making Tax Digital (MTD) initiative, enabling seamless VAT return submissions directly to HMRC. Key Features and Functionality: - Easy Setup: Quick and straightforward onboarding process, allowing users to get started within minutes. - Free Support: Access to comprehensive online help documentation and unlimited free support from the AccountsPortal team. - Invoices and Quotes: Create professional invoices and quotes, with options for recurring invoices to facilitate regular payments. - Intelligent Banking: Accurate recording and reconciliation of bank transactions to keep financial records up to date. - Inventory and Stock Management: Efficient tracking of inventory, stock, and service items to monitor performance. - Categories: Organize financial data by divisions, departments, or other classifications for detailed reporting. - Taxes and VAT: Comprehensive handling of various VAT scenarios, including Standard, Flat Rate, EU Digital Services, and VAT MOSS. - Real-time Reporting: Access to a full range of real-time financial reports to assess business performance. - Accredited Software: Recognized by the Institute of Certified Bookkeepers (ICB) as a robust and reliable accounting platform. Primary Value and Solutions Provided: AccountsPortal addresses the needs of small businesses by offering an affordable, user-friendly accounting solution that streamlines financial management. By automating tasks such as invoicing, bank reconciliation, and VAT submissions, it reduces administrative burdens and minimizes errors. The platform's real-time reporting capabilities provide valuable insights into financial health, empowering users to make informed decisions. Additionally, its compliance with HMRC's MTD requirements ensures that businesses meet regulatory obligations efficiently.

CRM Connect is an all-in-one sales and marketing automation platform designed to help businesses attract, nurture, and close more customers efficiently. By integrating a comprehensive suite of tools, CRM Connect enables companies to manage customer relationships, automate marketing efforts, and streamline sales processes, all within a single, user-friendly interface. Key Features and Functionality: - Customer Relationship Management (CRM): Maintain a centralized database of unlimited contacts, track sales pipelines, and manage customer interactions effectively. - Marketing Automation: Automate email and SMS campaigns, create nurture sequences, and engage leads through various channels, including social media, email, text, voicemail, and chat. - Website and Funnel Builder: Design and deploy websites, landing pages, and sales funnels with ease, utilizing a library of pre-built templates and a drag-and-drop editor. - Appointment Scheduling: Offer self-scheduling calendars synced with Google Calendar or Outlook, allowing clients to book appointments seamlessly. - AI-Powered Features: Leverage AI for voice connectivity, conversation management across multiple channels, and workflow automation to enhance customer engagement and operational efficiency. - Unified Communication Inbox: Consolidate messages from various platforms, including Facebook, Instagram, Google My Business, SMS, phone calls, email, and web chat, into a single inbox for streamlined communication. - Reporting and Analytics: Gain insights into sales performance, marketing effectiveness, and customer behavior through comprehensive reporting tools. - Payment and Invoicing: Process payments directly through the CRM, manage invoicing, and handle memberships efficiently. Primary Value and Solutions Provided: CRM Connect addresses the challenges businesses face in managing multiple software solutions for sales and marketing by offering an integrated platform that automates and simplifies these processes. By capturing leads, nurturing them through automated campaigns, and closing deals with efficient sales tools, CRM Connect helps businesses reduce costs, increase sales, and build long-lasting client relationships on autopilot. The platform's mobile app ensures that users can manage their sales and marketing activities on the go, never missing an opportunity to engage with clients and leads.

E2open's Logistics Application Suite is a comprehensive platform designed to streamline and optimize transportation and logistics operations across all modes—ocean, air, rail, road, and parcel. By integrating planning, execution, and real-time tracking into a single, user-friendly interface, the suite enables businesses to enhance efficiency, reduce costs, and improve service delivery. Access to an extensive global carrier network ensures seamless coordination for both domestic and international shipments. Key Features and Functionality: - Logistics Visibility: Provides real-time location tracking for shipments across all transportation modes, allowing businesses to identify potential disruptions and respond promptly. - Global Logistics Orchestration: Offers insights into the impact of shipping delays on downstream operations, enabling proactive decision-making to mitigate service risks. - Transportation Management: Simplifies logistics activities by consolidating planning, carrier procurement, execution, and settlement processes into a single application, supporting all transportation modes and regions. - Global Parcel Management: Facilitates the shipping and tracking of packages worldwide through an integrated platform that optimizes carrier selection, label creation, manifesting, and tracking. - Bookings Management: Centralizes shipment bookings across all modes, connecting with carriers via a unified platform that taps into the industry's largest carrier network. - Audit and Settlement: Automates the comparison of carrier invoices with contracts, identifying discrepancies before payment to reduce logistics costs and simplify carrier contract management. - Transportation Forecasting: Incorporates promotional and seasonal sales surges into transportation planning by accurately forecasting logistics needs, ensuring preparedness for demand fluctuations. - Vehicle Routing and Scheduling: Automates planning, loading, and routing processes to optimize driver and vehicle utilization, enhancing on-time delivery performance and customer satisfaction. - Equipment Management: Reduces container handling and equipment costs by eliminating empty runs and port wait times, thereby improving efficiency and lowering the carbon footprint. Primary Value and User Solutions: The Logistics Application Suite empowers businesses to gain end-to-end visibility and control over their supply chain operations, leading to significant cost savings and operational efficiencies. By centralizing and standardizing logistics processes, companies can ship goods more rapidly, reduce risks, and enhance service quality. The platform's integration with a vast global carrier network ensures efficient shipment planning and execution across all transportation modes. Additionally, the suite's predictive capabilities, such as real-time tracking and transportation forecasting, enable proactive management of potential disruptions, ensuring timely deliveries and improved customer satisfaction.

Everee is a payroll and payments platform for businesses that have independent contractors and hourly workers. We make it easy for you to pay your workers as often as daily. And we can front the fast payments for you using our credit network, so you don't have to stress about cash flow. We take away all the busy work that comes with payroll, so you can pay people in seconds and get back to running your business. Easily bulk upload contractor payments or tap into our API. Schedule, manage and pay hourly workers all from our mobile app. We also take care of the work you don't enjoy, like filing and remitting taxes and 1099 and W-2 compliance. Book a demo to see for yourself how easy fast pay can be: https://www.everee.com/get-started/