Compare Funnel vs mHelpDesk vs Batchbook

Funnel

CRM
 (5)
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Crozscore:

70%
what is this?
96%
22%
interest falling

Crozscore:

82%
what is this?
70%
44%
interest falling

Crozscore:

80%
what is this?
95%
46%
interest rising
Funnel screenshot view 2 more mHelpDesk screenshot view 4 more Batchbook screenshot view 4 more

Software Description:

We had an ongoing problem with handling work inquiries coming mostly from our own website. We would either lose track of them because they would just drift down into the depths of our inboxes, and we would often forget to follow up on deals we didn’t receive a reply on.

We figured all this trouble can be solved — at least to a point — with an app that would have the following basic feature set:

  • a simple form for capturing leads, similar to a contact form many sites have,
  • a centralized place that would allow us to process these leads, that was not in our email inboxes, potentially lost or forgotten about among other email,
  • a way to communicate with our customers through the app, as well as through standard email,
  • ability to put together and send professional proposals as we couldn't be bothered to create PDFs each and every time someone wanted an estimate,
  • an address book that consisted of profiles of people that contacted us, but one that we could add to manually as well.
  • See who has viewed your emails, proposal and quotations.

Software Description:

Mhelpdesk is an advanced field service solution that allows service teams to work more productively by tracking their orders with great efficiency and issuing invoices on the fly. The workforce is monitored and managed through the field agents’ mobile devices.
It is powerful software, which supports a wide variety of scheduled and unscheduled work flows, with both one time and recurring appointments.
This allows field techs to access all the necessary information about a job right from their mobile device, saving time and eliminating the need to call back to the main office.

Software Description:

BatchBook offers a great deal of information to help its users develop social strategies in order to improve customer relations. From a single application, the entire team can be connected to all of their social media profiles.
Batchbook takes the guesswork out of setting up the CRM by making it as easy as drag-and-drop. Users can drag-and-drop a vCard or spreadsheet into any Batchbook screen to add it to their database.
It'll analyze the fields and try to automatically match them with the fields that are already in use.
It is also possible to select fields for the other data that it doesn't recognize automatically, or make a new custom field.

Features:

  • Multi-Site
  • Multi-User
  • Pricing
  • Notifications
  • Data Import
  • Multi-Currency
  • Data Export
  • Call Tracking
  • Dashboard
  • Email Integration
  • Customer Management
  • Lead Management
  • Contact Management
  • Google Apps Integration
  • File Sharing

Features:

  • Billing/Invoicing
  • Customer Management
  • History/Version Control
  • Payment Processor
  • Scheduling
  • Inventory Tracking
  • Notifications
  • Task Scheduling/Tracking
  • Calendar Management

Features:

  • Dashboard

Summary:

  • Contact form creation and editing without technical knowledge

  • Deal Tracking

  • Business address book (lightweight CRM)

  • Proposal creation and delivery via email

  • Gmail integration

  • See who viewed your Emails, Proposal and Quotations

Summary:

  • Simple Scheduling: Jobs can be filled-in by the office manager who can use the corresponding tab on the main screen.

  • Job Tracking: Using the Job Tracking feature, administrators can quickly overview all job statuses with live updates from the field agents’ mobile devices, check the customer’s location and get instantly informed when a job is completed.

  • Billing and Invoicing: With Mhelpdesk’s billing and invoicing features, users can pre-fill invoices with the customer's data before the service team even reaches the customer’s location.

  • Workforce Management: Administrators know exactly where their field service teams are located at any given moment, they can efficiently manage them to meet the ever-changing demands and requirements of their customers.

  • Location Awareness: Administrators can locate all field technicians in real-time and assign them with the nearest jobs based on their geographic map location.

Summary:

  • Contacts Organization: Using tags, custom fields, and activities.

  • Instant Setup: Adding contacts to Batchbook immediately by dragging a vCard or CSV file onto any Batchbook page, or importing from other apps.

  • To-Dos & Lists: To-dos are wildly flexible and can be set up to work wherever you need them most – in e-mail, sms, a calendar or on mobile.

  • Mobile: Users have access to their contacts wherever and whenever they need them, using the mobile version of Batchbook.

  • Unlimited Users: Batchbook enables collaboration across teams

  • Deals: Users can track new leads coming in from webforms, e-mail marketing or social posts.

Standard

$10.00
1 user(s) / month
Included in plan:
  • 15 deals a month
  • Unlimited number of Contacts
  • One User
  • Free 14 days Trial (with no commitments)
  • Email Templates
  • One Form

Pro Plan

$39.00
5 user(s) / month
Included in plan:
  • Free 14 days Trial (with no commitments)
  • Premium Support
  • Email Templates
  • Unlimited number of Contacts
  • Unlimited number of Deals
  • 5 Users
  • Unlimited Forms

Additional User

$2.00
1 user(s) / month
Included in plan:
  • Add another user in your Funnel CRM

Pricing:

  • Credit card required: N/A
  • Pro: $99 per month, 2 User Logins, 50 Jobs per month.
    Growth: $249 per month, Unlimited Users, 250 Jobs per month.
    Success: $499 per month, Unlimited Users, Unlimited Jobs.
    Free 14 day trial

Pricing:

  • Credit card required: N/A
  • $46/month up to 10,000 contacts.
    $63/month for up to 15,000 contacts.
    $80/month for up to 20,000 contacts.
    $96/month for up to 25,000 contacts.
    $113/month for up to 30,000 contacts.
    Free trial available for all pricing plans.

FAQs:

    Does this service offer guides, tutorials and or customer support?
  • Yes
    * Updated Helpdesk with FAQs, guides and videos
    * Friendly Chat Support
    * Facebook Group for better Feature Request
    * Email Support
    * Phone Support

  • What are some applications this service is commonly used in tandem with?
    • Fully Integrated with Gmail and G suite.
    • You can easily embed code on your website within minutes
  • Does this service offer multi-user capability (e.g. teams)?
  • Yes
    * Multi User
    * Multi Company
    * Multi Pipelines

  • Does this service integrate with any other apps?
    • Fully Integrated with Gmail and G suite.
  • What platforms does this service support?
  • Funnel is a Web based product with a fully responsive design so you can manage it on the go.

    Dedicated Apps are coming soon for:
    * Apple Devices (iPhone, iPads and Macbooks)
    * Android Devices
    * Chrome Extensions
    * Gmail Extensions
    and more

  • Who are the main user groups of this service?
  • Business Owners and Sales Teams including:
    * Freelancers
    * Small businesses
    * Mid Sized businesses
    * Startups
    * Agencies
    * Anyone who uses internet/emails to communicate with their customers

    Funnel can be used for any type of Industry like:
    - Digital Agencies
    - Freelancers of any service
    - Software Houses
    - Designers
    - Photographers
    - Personal Trainers
    - Online Stores
    - Bloggers
    and much more

FAQs:

    Who are the main user groups of this service?
  • It can be used in all service industries such as plumbers, hvac, appliance repair, IT and computer repair, pest control, electricians, landscaping, handymen, carpet cleaning, etc.

  • What is this service generally used for?
  • This solution is used to modernize the way field service teams work and interact with their customers.

  • What platforms does this service support?
  • Because it's a Web-based system, Mhelpdesk is readily available on any mobile device with Internet access.

  • Does this service integrate with any other apps?
  • It integrates with: Google Maps, Google Calendar, Quickbooks.

  • Does this service offer an API?
  • It offers an API that can be used to integrate the application with the other software tools.

  • Does this service offer guides, tutorials and or customer support?
  • Support offered: FAQs, Forum, Knowledge Base, Online Support, Phone Support, Video Tutorials.

FAQs:

    Who are the main user groups of this service?
  • BatchBook is the CRM for small business.

  • What is this service generally used for?
  • It is generally used as a cloud based customer relationship management tool.

  • What platforms does this service support?
  • Web-based, Android, Windows Phone, iPhone.

  • What are some applications this service is commonly used in tandem with?
  • It is most commonly used with ActiveCampaign; Xero; and Freshdesk.

  • Does this service integrate with any other apps?
  • BatchBook integrates with: MailChimp, FreshBooks, QuickBooks, Xero, ActiveCampaign, Mad Mimi, Yesware, HappyFox, HootSuite, Direct Mail Manager, Eventbrite, Formstack, Google Apps for Work, RightSignature.

  • Does this service offer an API?
  • It offers a RESTful API.

  • Does this service offer multi-user capability (e.g. teams)?
  • Batchbook enables collaboration across teams.

  • Does this service offer guides, tutorials and or customer support?
  • They offer video tutorials, online support, knowledge base, and webinars.

Publisher:

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Publisher:

Founded:
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Based in:
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Publisher:

Founded:
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Based in:
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Employees:
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Likes:
5.16k
Followers:

Other:

Who uses Funnel
  • Personal
  • Freelance
  • Startups
  • SMEs
  • Agencies
  • Enterprises
Desktop Platforms:
  • Web App
Languages:
English
Regional Restrictions:
No restrictions.

Other:

Regional Restrictions:
No restrictions.

Other:

Regional Restrictions:
No restrictions.
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