Kaseya BMS
Pricing Model
Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
List of Features
- Business analysis
- Contact history
- Customer database
- Customizable fields
- Customizable reporting
- Expense tracking
- Project management & planning
- Project templates
- Project time tracking
- Project tracking
- Billing & invoicing
- Financial management
- Inventory tracking
- Finance & Billing
- Inventory Management
- CRM
- Service Desk
- Time & expense tracking
- Finance & billing
Pricing Info
Pricing Info
Kaseya BMS pricing is based on a per user basis and starts at $5/user/month.
Integrations
Integrations
Kaseya BMS integrates with the following business systems and applications:
- QuickBooks
- Other major RMM and accounting software
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
Spark Alliance
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
Kaseya Business Management Solution is an all-in-one suite applied to support all the major back-end operations like service desk, customer relationship management, finance, inventory management etc. It provides support to run the daily recurring processes efficiently and effectively. The mobile platform allows quick deployment and web access anywhere.
Company Email
Contact No.
Company's Address
16 W 22nd Street, Suite 2R
New York, NY 10010-5803
USA
Kaseya BMS Comparisons
Popular Kaseya BMS Alternatives
Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
- 100% Cloud-Based System
- Unlimited Data Base for Clients
- Up To 15 CSR/Agents per Location
- Employee End-of-Day Tab
- Online Training Videos
- Hyperlink to Insurance Company
- Import Customers/Prospects
- Free Training and Support
- Payment Processing
- Rolodex
- Invoicing
- Bi-Lingual Receipts/Thank You Letters
- X-Date Tracking
- Follow Up Items and Notes
- Mac/Safari Compatible
- Comparative Rater Integration(s)
- Ability to Export Reports to Excel
- Export Contact and/or Policy Data
- Google Map Integration
- Sweep Tracking and Reconciliation
- Automated Email Reporting
- Advanced Reporting
- Mail Label Processing
- Company Announcements
- Task Management
- Custom Field Types
- Miscellaneous Forms Upload
- Balance Due Feature
- Custom Letters
- Letters Blasts
- Custom Receipt Ads
- Comment and Alert Fields
- Unlimited Uploads of Attachments and Photos
- Time Clock with Reporting Options
- Import contact and/or Policy Data
- Prefilled ACORD Forms
- Commission/Split Commission Reports
- Direct Scan
- Carrier Downloads
- Dashboard
- Email Blasts
- Drag & Drop and Batch Uploading
- Deposit Posting
- Bank Verification
- Batch Scanning
- General Ledger
- Task Calendar
- Drip Marketing Campaigns
- Commercial Editor for ACORD Forms
- Texting Capabilities
Pricing Info
Agency Matrix offers 6 SMB and enterprise pricing plans for users to choose from. Give the details a look, and select the best plan for your business:
Lite – $69/month
- Plus: $199 set up fee
Gold – $129/month
- Plus: $399 set up fee
Platinum – $179/month
- Plus: $499 set up fee
Diamond – $289/month
- Plus: $599 set up fee
Enterprise – $419/month
- Plus: $599 set up fee
Integrations
Agency Matrix seamlessly integrates with the following applications:
- Website Plugin
- Agent Alive
- EasyFile
- DocBuild Plus
- DocVault
- TurboRater
- Virtual Tone
- Bluewave
- RingCentral
- Vonage
- Nextiva
- Fonality
- Jive
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
Blue Horizon Insurance, Texas Insurance Connection, Baja Insurance
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
Agency Matrix is software that helps insurance agencies manage their files and personnel.
Company Email
contactus@agencymatrix.com
Contact No.
Company's Address
2425 Commerce Ave, Suite 300,
Duluth, GA 30096
USA
Agency Matrix Comparisons
Popular Agency Matrix Alternatives
The solutions analyzed on this page are merely a sliver of our entire Business Process Management Software category and you should remember that there could be more reliable solutions available. If you want to ensure you make the wisest choice for your company we definitely suggest that you analyze more products first. You can also consider to check out our top 10 Business Process Management Software list to learn which solutions are now the best ones and dominate the market.
Page last modified