Webasyst CRM vs Acodax CRM

CRM app for teams and personal management of clients and deals, a handy tool for conducting sales directly on your mobile device! Clients management: - View full profile of each client, the deals history, issued invoices, and personal notes. - Client search by name or email address. - Grouping clients into segments, classes, and tags. - Assignment of a responsible user for each client. Deals management: - Creation of new deals: assignment of a responsible user, setting an estimated deal cost, planning the deal closing date. - Working with deals: transferring deals to other stages as you progress, issuing invoices for payment, adding work notes, completing deals by reaching either “won” or “lost” state. - Viewing work history for each deal: who of your teammates created it, who made changes to it, who transferred it to another stage. - Viewing the list of your personal deals, i.e. the ones you have been assigned responsible for. Messages management: - Viewing messages received from your clients by email, from social media or online messengers. - Quick reply option for each incoming message. Reminders management: - Setup of reminders on upcoming meetings, phone calls, or messages to be sent. Each reminder can be linked with a certain client or deal. - Smart text analyzer automatically finds a date and time in your reminder text and sets them in the reminder settings to save your time. Terms of service & privacy policy: https://www.webasyst.com/legal/terms/

Acodax CRM puts your company's sales pipeline in your pocket. Follow up on leads, move deals forward, plan site visits and ask questions about your pipeline from anywhere. Your whole pipeline in one app See leads, weighted pipeline, win rate, open tickets and what needs your attention today on a single dashboard. Ask your CRM anything Acodax Intelligence answers plain questions from your own CRM data, by typing or by voice. "Summarise my pipeline by stage" gets a real answer, with the numbers behind it. Every deal from lead to won Capture leads, convert them to opportunities, and follow each deal through its stages with contacts, calls, meetings, quotations and notes on one page. See where every deal stands Pipeline Journey shows every stage from first lead to cash received, with what is closing soon and your top deals. Plan the day, check in on site My Day lists your visits with GPS check-in, photos and outcomes, and the calendar shows the month ahead. Never miss a follow-up To-dos, calls and meetings in one place, with overdue items flagged and reminders that keep you on track. Built for teams Sign in with the account your company gives you, or with Google or a passkey. Each person sees exactly what their role allows, across every branch your workspace holds. Light and dark themes included. Acodax CRM works with an existing Acodax workspace. Ask your company's administrator for your company code and sign-in, or visit acodax.com to get started.