Macanta is a robust no-code resolution that capabilities as a customized CRM and course of automation system for all what you are promoting wants.
Macanta makes it simple to create a customized CRM that seamlessly integrates together with your workflow.
Get an entire overview of your workforce’s progress by organizing related info throughout kanban-style boards.
You can construct a customized interface for various customers based mostly on their function in what you are promoting and what they should accomplish.
Each person can simply concentrate on their particular person duties, whilst you get a transparent overview of all the information factors in your group.
Create a customizable function and contact-based interface that shows all of your group’s duties at a look.
With Macanta, you may make customized information objects to symbolize enterprise info like contacts, alternatives, initiatives, and mortgage purposes.
That approach, you’ll be capable to preserve observe of key info for what you are promoting, all from one platform.
Plus, you may customise fields, discipline varieties, sub-sections, and sections to prepare info based mostly by yourself preferences, so nothing will get misplaced within the shuffle.
Use information objects so as to add particulars you need and tailor the answer to match your processes.
Macanta’s relationship administration options allow you to specify the kind of relationship folks have with what you are promoting.
Whether it’s a lead, a consumer’s worker, or a purchaser, you may map relationships and join them to a knowledge object.
You may even point out a number of relationship varieties in case you have a number of forms of relationships with one consumer.
Your workforce will be capable to get a full image of relationships between contacts and information, to allow them to get in contact with the best particular person on the proper time.
Use relationships to get a full image of the connection between your contacts and information.
The automation engine allows you to arrange set off circumstances, set off actions, and motion payloads to hurry up repetitive duties.
Once a buyer clicks an email hyperlink, the engine will reply to the lead and notify gross sales brokers to maneuver them to the following step of the gross sales funnel.
You’ll even have the entire freedom to arrange and automate webhooks, emails, SMS messages, in-app notifications, duties, notes, calculations, and information updates.
Plus, because the engine is sensible sufficient to interpret the information objects and relationships, you will get most flexibility when establishing enterprise processes.
Use the highly effective automation engine to arrange set off circumstances and set off actions.
There’s nothing worse than investing time right into a workflow that doesn’t get the outcomes you want. (“Good news: I’ve alphabetized my Rolodex of clients. Bad news: I can’t share it with you.”)
Macanta is a customized resolution that allows you to set up and automate your processes with none coding expertise or costly consultants.
Create a customized CRM to handle what you are promoting with ease.
Get lifetime entry to Macanta immediately!
