Client Heartbeat
Pricing Model
Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
List of Features
- Marketing Campaigns
- Target Group Selection
- Personalized Messaging
- Friendly Text Editor
- Wildcards & Attachments
- Easy Export/Import of Data
- Drag-and-Drop Customization
- Automated Feedback Tracking
- See emails sent, delivered, read, links clicked and unsubscribed
- Concise Statistics
- Financial Rentability Evaluation
- Converting incoming emails into leads
- Tracking sales leads
- Automated Web Forms
- Detection of Opportunities
- Business Management
- Pricelist Quotations
- Quick overview of success, turnover, profit, and rep substituability
- Customer Management
- Segmentation and Sorting based on relationship, geography, importance, potential, size, or custom fields
- Automated import/export of contacts with Outlook
- Customer State
- Data Sharing
- Outlook Auto Reminders
- Custom Reminders
- Synchronization of Contacts with cell phones
- Professional Bulk Emails
- Custom Reports
- Project Management
- Lead-to-Project Conversion
- Copy and Save communication history (with attachments)
- Different Workflows for each business type
- Automated Tasks & Important Milestones
- Assign Roles & Responsibilities
- Deadlines & Budgets
- Project Calendar
- Constant Time & Finance comparison
- Notifications
- Human Resources Planning
- Fully-Featured Android App
- Reports & Analyses
- Offline Data Availability
- Several Types of Reports (Sales Efficiency, Project Progress, Employee Timesheets, Finances, Customers, Custom)
- Export to Microsoft Excel, PDF or Microsoft Word.
- Everything print ready
- Open API
- Phone & Email Support
Pricing Info
Pricing Info
eWay-CRM offers a free plan as well as three enterprise pricing options for users to consider. You have the possibility to use a 200 MB package for free, subscribe for a cloud-hosted 10 GB package and pay per month, or purchase the full-time local server license. Here are the details per each package:
Free
- 200 MB Storage
- Customizable
- Multiple Devices
- Email Support
Premium – Monthly Subscription – $28/user/month
- 10 GB Storage
- Data Sharing
- Customizable
- Multiple Devices
- Mobile App
- Phone Support
Premium – Lifetime License – $399/user (+18% annual support fee)
- Your server
- Data Sharing
- Customizable
- Multiple Devices
- Mobile App
- Phone Support
Integrations
Integrations
eWay-CRM is integrated with many great tools:
- Microsoft Office
- Quickbooks
- WordPress
- TeamViewer
- Poll Everywhere
- Tableau
Also eWay-CRM is an open API system, which means you can connect it to virtually any third-party system or business application. TO facilitate service delivery, the system offers native integration to Microsoft Outlook.
Contact the vendor for technical details.
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
Caverion, Skoda, Logicon
Available Devices
Windows
Linux
Android
iPhone/iPad
Mac
Web-based
Windows Mobile
Company Size
Small Business
Large Enterprises
Medium Business
Freelancers
Available Support
phone
live support
training
tickets
General Info
eWay-CRM is a comprehensive CRM for Outlook for users looking to improve traction with customers and turn basic data into operable intelligence.
Company Email
Contact No.
Company's Address
1200 Main Street
Kansas City, Kansas
USA
eWay-CRM Comparisons
Popular eWay-CRM Alternatives
Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
- Custom Surveys
- Periodic Surveys
- Recommended Questions
- Quick Filter
- At Risk Customer Alerts
- Company and Customer Trends
- Company Reports
- Industry Benchmarks
- Testimonials
- CRM Integration
- Automatic Followups
- Social Sharing
- Automatic Reminders
Pricing Info
Client Heartbeat offers four SMB and enterprise pricing plans for users to choose from. Give the details a look, and select the best option for your company:
Basic – $29/month
- Unlimited Surveys
- 1 User
- 50 Contacts
- Company Branding
Gold – $59/month
- All Basic features
- 5 Users
- 500 Contacts
- CRM syncing/API access
Platinum – $89/month
- All Gold features
- 10 Users
- 1000 Contacts
- 3 Sub Accounts
- Concierge Support
Enterprise – $449/month
- All Platinum features
- 50 + Users
- 10,000 + Contacts
- 10 Sub Accounts
Integrations
Client Heartbeat integrates with the following business systems and applications:
- Salesforce Sales Cloud
- Autotask
- Seamless Docs
- ConnectWise
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
JBS Bookkeeping, Effective IT, Dorks Delivered
Available Devices
Windows
Linux
Android
iPhone/iPad
Mac
Web-based
Windows Mobile
Company Size
Small Business
Large Enterprises
Medium Business
Freelancers
Available Support
phone
live support
training
tickets
General Info
Client Heartbeat is a customer survey tool that monitors customer satisfaction to intelligently identify how happy or unhappy your customers are.
Company Email
Contact No.
Company's Address
Brisbane, Australia
Client Heartbeat Comparisons
Popular Client Heartbeat Alternatives
In case you continue having doubts about which solution will work best in your case it might be a good idea to take a look at each service’s social metrics. These metrics are usually a way to see how popular a given service is and how large is its online presence.For instance, if you check eWay-CRM LinkedIn page you’ll find out that they are followed by 30 people. In case of Client Heartbeat the amount of followers on their LinkedIn page is 216.
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