Compare Funnel vs mHelpDesk vs Cliently

Funnel

CRM
 (5)
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Crozscore:

72%
what is this?
96%
22%
interest falling

Crozscore:

83%
what is this?
72%
44%
interest falling

Crozscore:

68%
what is this?
30%
interest falling
Funnel screenshot view 2 more mHelpDesk screenshot view 4 more Cliently screenshot view 3 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:

Cliently is a lead generation and sales automation tool:

  • find leads from a curated database of over 150 million business people and decision makers;
  • monitor your prospects' business critical events on social media;
  • use our hyper-personalized workflows to send video messages, physical postcards, emails, and tweets to prospects.

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:

  • Social-Media Integration
  • Scheduling
  • Dashboard
  • Calendar Management
  • Google Apps Integration
  • Lead Management
  • Marketing Automation
  • Email Integration
  • External Integrations
  • Data Export
  • Contact Management
  • Data Import

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:

  • Find your next client from over 150 million key professionals worldwide.

  • Engage your prospects with automated sales workflows: emails, video messages, even physical gifts.

  • Monitor your top prospects' business critical events, and pitch to them at the right time.

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

Cliently Leads

$79.00
1 user(s) / month
Included in plan:
  • 100 Premium Leads or Postcards
  • Send Unlimited Emails
  • Send Unlimited Video Messages
  • Create Unlimited Flows
  • Import/Export Lead Lists
  • Built-in CRM functionality

Cliently Teams

$279.00
5 user(s) / month
Included in plan:
  • 400 Premium Leads or Postcards
  • Send Unlimited Emails
  • Send Unlimited Video Messages
  • Import/Export Lead Lists
  • Built-in CRM functionality

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:

    What is this service generally used for?
  • We found that our most successful customers use Cliently for:

    • daily lead generation;
    • lead enrichment: especially as we combine traditional B2B data sources with data from social media;
    • sales automation: scheduling emails, sending video messages embedded in emails, even sending postcards to prospects - all while being able to set waiting times in between touchpoints, start/stop rules, and getting tracking information (email open, email read, etc.).
    • sales-as-a-service: especially for entrepreneurs who do not want to rapidly scale their sales team, we've leveraged our team of sales experts and cold called, qualified prospects, and written emails and call scripts on our customers' behalf.
  • What platforms does this service support?
  • Cliently is a web app, meaning it can be easily accessed straight from your browser. It's also designed responsively, so you can use it just as well from your mobile device's browser.

  • What are some applications this service is commonly used in tandem with?
  • Cliently integrates with:
    * Twitter: you can follow/unfollow/retweet prospects directly from the app;
    * Gmail: from where your emails will be sent;
    * Other Email applications;
    * Salesforce: for customers who want to leverage our curated B2B database while also continuing to use Salesforce CRM and other applications;
    * Other CRMsl
    * Scheduling apps like Calendly;

  • Who are the main user groups of this service?
  • We help small-to-midsize enterprises who are looking for a scalable end-to-end sales solution that can help them directly grow their businesses.

    We've worked with:
    * professional firms looking to find new clients;
    * marketing agencies looking to create a targeted B2B funnel;
    * entrepreneurs who needed a sales-as-a-service external team;
    * enterprises looking to offer their teams a complete tool (lead generation, lead enrichment, CRM, and sales automation) without sacrificing on functionality, reporting capabilities, or flexibility.

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Publisher:

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Likes:
6.9k
Followers:
1.75k

Publisher:

Founded:
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Based in:
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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:

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