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"It is really important for us to have control over the database. For my CRM, I really don’t want it out in the cloud. I want it behind our firewall. Because the RedHorse database is based on SQL, we can write queries against it and do whatever we want. That’s important."
“I have been a CRM user for years including being a CRM reseller for several of those years. Beyond the standard scheduling, tracking and contact lookup functions, my most productive CRM features over the years have been templates for emails and word processing, and a Knowledge Base that can be used to capture (and use) information for the issues my clients encounter during the course of business. I recently switched to RedHorse and all I can say is: WOW! The template features and the capabilities built into the Knowledge Base are great! The word processing merge not only WORKS (every day!) – IT IS FAST. I no longer feel like I am chipping in rock with a club and stone. These features will save me hours while allowing me to give a real WOW factor to my clients.”
Visual Fitness Planner (VFP) has a passion for solving the burning needs of the health club industry. Their elite team has over 150 years of health club management and sales experience. Combined with Their patented, proprietary technologies, they deliver turnkey systems that drive success for your health and fitness facility. This includes marketing, capturing, integrating, and retaining members into a healthy lifestyle. Their expertise and unique technologies are best practice solutions for the health club industry that combine to achieve sales perfection through their lead tracking-CRM TouchPoint system, Visual Fitness Planner automated presentation technology, and Sales IQ system.
Ontraport was founded in 2006 to help small and medium-sized businesses meet the unique challenges of the marketplace. The company helps clients with all aspects of automated and integrated systems, including multi-media integration and successful implementation of CRM systems and other marketing tools.
With integrated CRM, projects, billing, help desk, reporting and collaboration, WORKetc is the all-in-one cloud-based software solution to manage your growing business. WORKetc gives users complete control over the data they enter and the data they want to see. Custom fields, projects, and workflow keep the system customizable and adaptable to handle its users’ evolving needs. It grows alongside your company, letting you do what you want and how you want it done. The system goes beyond what the average CRM can do by letting you manage and track all aspects of the entire customer lifecycle. WORKetc is there every step of the way - from the initial sale through to quotes, projects, product delivery, invoicing, customer support, and that all-important follow up sale. WORKetc captures everything you do with your contacts, be it correspondence, amendments, or new projects and sales. Through its extensive activity history module, it encapsulates the very meaning of CRM - a running record of the relationships you have with your contacts, from the very first email you sent them to the latest support ticket that they filed. Turn any email into a lead, project, or support ticket using the Gmail add-on and Outlook add-in. Set up two-way syncing between WORKetc and Google or Outlook Contacts. Access all of your Google Drive, Dropbox, or Box files without having to leave the CRM environment. Capture notes and ideas in Evernote and turn them into project updates, tasks, and leads. WORKetc also features integration with Xero Accounting and QuickBooks Online, two of the most extensively used accounting programs today. Automatic sync of invoices to QuickBooks Online and Xero reduces the need for double entry. Access your WORKetc data from your office or out in the field using the iOS and Android apps. Review important notes prior to a client meeting, or record your timesheet for on-site work. Say goodbye to painful integrations and multiple costly web apps and say hello to big-time productivity and efficiency when you grow your business with WORKetc. It’s more than just a CRM.
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