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About i-snapshot

‘i-snapshot’ is a comprehensive mobile-based sales management solution that enables its users to improve the efficiency of their sales force on IOS, Android and Windows. Used by clients in the Food Industries, Building Material industrustion, Medical Devices, Hair products as examples. i-snapshot provides clients with access to sales force activity data including details of customers visited, the reason for the visit and the outcome along with the analytical frameworks to turn the data into information and understanding in real time. The i-snapshot app is designed to be very data lite so works even in low signal areas.

i-snapshot has two component parts, 1) Field data recording and transmission and 2) Analytical Frameworks to translate the data into information. i-snapshot enables field sales personnel to input key activity data into any mobile phone, a standard item of equipment typically issued to all employees, and analyse and populate current systems such as CRM and ERP.

About Forecast

Forecast is a business management platform that helps project-based companies drive better performance. The platform enables you to spend more time acting on data and less time collecting it. Forecast automates operations, empowers people, and leverages insights to increase utilization and profitability for both you and your clients' success.

About bpm'online sales

Bpm'online sales is a cloud CRM system for comprehensive sales force automation from lead management to large enterprise sales. Employ out-of-the-box reference processes to manage the entire sales cycle! Bpm'online recognized in Gartner 2016 Magic Quadrant for the CRM Customer Engagement Center, as well listed in Five Categories of The Gartner CRM Vendor Guide 2016 (SFA, Partner Relationship Management, Inside Sales and Customer Service Software).
There are three editions available: team, commerce and enterprise. Prices start from $25 per user / month.

Product Features

  • 360° customer view
  • Opportunity management
  • Orders and invoices
  • Sales forecasting
  • Products and services
  • Collaboration tools
  • Quote management
  • Contract management
  • Document flow automation
  • Project management
  • Field sales

Features

  • API
  • Audience Targeting
  • Budgeting
  • Calendar Management
  • Contact Management
  • Contact Sharing
  • CRM Integration
  • Customer Management
  • Dashboard
  • Data Export
  • Data Import
  • Data Visualization
  • Email Integration
  • Expense Tracking
  • External Integrations
  • Forecasting
  • Google Apps Integration
  • Inventory Tracking
  • Lead Management
  • Lead Scoring
  • Marketing Automation
  • Multi-Currency
  • Multi-User
  • Notifications
  • Project Management
  • Referral Tracking
  • Scheduling
  • Supplier Management
  • Third-Party Plugins/Add-Ons
  • Travel Management
  • Call Tracking
  • Call Disposition
  • Softphone
  • Sales Motivator

Features

  • API
  • Batch Permissions & Access
  • Budgeting
  • Calendar Management
  • Contact Management
  • Contact Sharing
  • Customer Management
  • Dashboard
  • Data Export
  • Data Import
  • Data Visualization
  • Expense Tracking
  • External Integrations
  • Gantt Charts
  • Multi-User
  • Notifications
  • Scheduling
  • Task Scheduling/Tracking
  • Third-Party Plugins/Add-Ons
  • Travel Management
  • Resource Management

Features

  • API
  • Audience Targeting
  • Budgeting
  • Calendar Management
  • Contact Management
  • Contact Sharing
  • CRM Integration
  • Customer Management
  • Dashboard
  • Data Export
  • Data Import
  • Data Visualization
  • Email Integration
  • Expense Tracking
  • External Integrations
  • Forecasting
  • Google Apps Integration
  • Inventory Tracking
  • Lead Management
  • Lead Scoring
  • Marketing Automation
  • Multi-Currency
  • Multi-User
  • Notifications
  • Project Management
  • Referral Tracking
  • Scheduling
  • Supplier Management
  • Third-Party Plugins/Add-Ons
  • Travel Management
  • Call Tracking
  • Call Disposition
  • Softphone
  • Sales Motivator

Summary

    No key features associated with this application.

Summary

  • Project Portfolio Management with machine-learning capabilities

  • Real-time automatically generated reports on both project-, and business level

  • Predictable, and profitable agile / scrum and waterfall projects

  • Easy to use

  • Live chat support

  • Cloud-based

  • Real-time reports & insights

  • Task Management

  • Scheduling & employee utilization

  • Budget

Summary

    No key features associated with this application.

Pricing

Standard

$40.00
1 user(s) / month
Included in plan:
  • Includes access to mapping
  • Apps free in store
  • Access to visited/not visited reports
  • App has offline feature

Pricing

Premium (Annual)

$39.00
per seat/month (annual plan)
Included in plan:
  • Automatic scheduling
  • Scheduling ( task & project level )
  • Suggested roles & assignees
  • Resource Utilization (work & billable)
  • Capacity Management
  • Milestones
  • Timeline (Gantt charts)
  • Sprint planning (Scrum)
  • Workflow (Kanban boards)
  • Task ownership
  • Project Overview
  • Cross-project tracking (Portfolio Management)
  • Project templates
  • Unlimited projects
  • Tasks, subtasks & to dos (comments, mentions, tagging, approvals & more)
  • Role-based permission levels
  • External users (Clients, consultants & more)
  • Project workspaces
  • File sharing & storage (free & unlimited)
  • Notifications
  • Mobile app (iPhone & Android)
  • Suggested tasks
  • Suggested time entries
  • Automatic Timer
  • Day, week & month timesheet
  • Project accounting
  • Budget tracking
  • Retainer, Time & Material, fixed price
  • Rate cards (cost & bill rates)
  • Expense Management
  • Invoicing (integration supported)
  • Real-time reporting (standard & custom)
  • Resource utilization tracking
  • Customizable & shareable insights
  • Data visualizations
  • Premium integration
  • Integrations
  • Single Sign-on
  • Open developer API
  • Phone support
  • Chat & email support
  • State-of-the-art security & redundancy
  • Dedicated Success Manager
  • Uptime SLA
  • Audit logging
  • Data encryption at rest

Premium (Monthly)

$49.00
per seat/month (monthly plan)
Included in plan:
  • Automatic scheduling
  • Scheduling ( task & project level )
  • Suggested roles & assignees
  • Resource Utilization (work & billable)
  • Capacity Management
  • Milestones
  • Timeline (Gantt charts)
  • Sprint planning (Scrum)
  • Workflow (Kanban boards)
  • Task ownership
  • Project Overview
  • Cross-project tracking (Portfolio Management)
  • Project templates
  • Unlimited projects
  • Tasks, subtasks & to dos (comments, mentions, tagging, approvals & more)
  • Role-based permission levels
  • External users (Clients, consultants & more)
  • Project workspaces
  • File sharing & storage (free & unlimited)
  • Notifications
  • Mobile app (iPhone & Android)
  • Suggested tasks
  • Suggested time entries
  • Automatic Timer
  • Day, week & month timesheet
  • Project accounting
  • Budget tracking
  • Retainer, Time & Material, fixed price
  • Rate cards (cost & bill rates)
  • Expense Management
  • Invoicing (integration supported)
  • Real-time reporting (standard & custom)
  • Resource utilization tracking
  • Customizable & shareable insights
  • Data visualizations
  • Integrations
  • Premium integration
  • Open developer API
  • Single Sign-on
  • Chat & email support
  • Phone support
  • Dedicated Success Manager
  • State-of-the-art security & redundancy
  • Audit logging
  • Uptime SLA
  • Data encryption at rest

Standard (Annual)

$24.00
per seat/month (annual plan)
Included in plan:
  • Automatic scheduling
  • Scheduling ( task & project level )
  • Suggested roles & assignees
  • Resource Utilization (work & billable)
  • Capacity Management
  • Milestones
  • Timeline (Gantt charts)
  • Sprint planning (Scrum)
  • Workflow (Kanban boards)
  • Task assignment & duration
  • Task ownership
  • Project Overview
  • Cross-project tracking (Portfolio Management)
  • Project templates
  • Unlimited projects
  • Tasks, subtasks & to dos (comments, mentions, tagging, approvals & more)
  • Role-based permission levels
  • External users (Clients, consultants & more)
  • Project workspaces
  • File sharing & storage (free & unlimited)
  • Notifications
  • Mobile app (iPhone & Android)
  • Suggested tasks
  • Suggested time entries
  • Automatic Timer
  • Day, week & month timesheet
  • Project accounting
  • Budget tracking
  • Retainer, Time & Material, fixed price
  • Rate cards (cost & bill rates)
  • Expense Management
  • Invoicing (integration supported)
  • Real-time reporting (standard & custom)
  • Resource utilization tracking
  • Customizable & shareable insights
  • Data visualizations
  • CSV data export
  • Integrations
  • Open developer API
  • Chat & email support
  • State-of-the-art security & redundancy
  • Audit logging

Standard (Monthly)

$30.00
per seat/month (monthly plan)
Included in plan:
  • Automatic scheduling
  • Scheduling ( task & project level )
  • Suggested roles & assignees
  • Resource Utilization (work & billable)
  • Capacity Management
  • Milestones
  • Timeline (Gantt charts)
  • Sprint planning (Scrum)
  • Workflow (Kanban boards)
  • Task assignment & duration
  • Task ownership
  • Project Overview
  • Cross-project tracking (Portfolio Management)
  • Project templates
  • Unlimited projects
  • Tasks, subtasks & to dos (comments, mentions, tagging, approvals & more)
  • Role-based permission levels
  • External users (Clients, consultants & more)
  • Project workspaces
  • File sharing & storage (free & unlimited)
  • Notifications
  • Mobile app (iPhone & Android)
  • Suggested tasks
  • Suggested time entries
  • Automatic Timer
  • Day, week & month timesheet
  • Project accounting
  • Budget tracking
  • Retainer, Time & Material, fixed price
  • Rate cards (cost & bill rates)
  • Expense Management
  • Invoicing (integration supported)
  • Real-time reporting (standard & custom)
  • Resource utilization tracking
  • Customizable & shareable insights
  • Data visualizations
  • CSV data export
  • Integrations
  • Open developer API
  • Chat & email support
  • State-of-the-art security & redundancy
  • Audit logging

Free Trial

Free
Included in plan:
  • Automatic scheduling
  • Scheduling ( task & project level )
  • Suggested roles & assignees
  • Resource Utilization (work & billable)
  • Capacity Management
  • Milestones
  • Timeline (Gantt charts)
  • Sprint planning (Scrum)
  • Workflow (Kanban boards)
  • Task assignment & duration
  • Task ownership
  • Project Overview
  • Cross-project tracking (Portfolio Management)
  • Project templates
  • Unlimited projects
  • Tasks, subtasks & to dos (comments, mentions, tagging, approvals & more)
  • Role-based permission levels
  • External users (Clients, consultants & more)
  • Project workspaces
  • File sharing & storage (free & unlimited)
  • Notifications
  • Mobile app (iPhone & Android)
  • Suggested tasks
  • Suggested time entries
  • Automatic Timer
  • Day, week & month timesheet
  • Project accounting
  • Budget tracking
  • Retainer, Time & Material, fixed price
  • Rate cards (cost & bill rates)
  • Expense Management
  • Invoicing (integration supported)
  • Real-time reporting (standard & custom)
  • Resource utilization tracking
  • Customizable & shareable insights
  • Data visualizations
  • CSV data export
  • Integrations
  • Open developer API
  • Chat & email support
  • State-of-the-art security & redundancy
  • Audit logging

Pricing

Team

$25.00
1 user(s) / month
Included in plan:
  • 360° customer view
  • Collaboration tools
  • Business process management
  • Lead management
  • Document flow automation
  • Knowledge management
  • Mobile app
  • Analytics
  • Synchronization and integration
  • Customization and administrative tools
  • Customization and administrative tools
  • Out-of-the-box process for large sales
  • Products and services

Commerce

$30.00
1 user(s) / month
Included in plan:
  • 360° customer view
  • Collaboration tools
  • Business process management
  • Lead management
  • Document flow automation
  • Knowledge management
  • Mobile app
  • Analytics
  • Synchronization and integration
  • Customization and administrative tools
  • Orders and invoices
  • Products and services
  • Product catalogue management

Enterprise

$50.00
1 user(s) / month
Included in plan:
  • 360° customer view
  • Collaboration tools
  • Business process management
  • Lead management
  • Document flow automation
  • Knowledge management
  • Mobile app
  • Analytics
  • Synchronization and integration
  • Customization and administrative tools
  • Opportunity management
  • Out-of-the-box process for large sales
  • Orders and invoices
  • Sales forecasting
  • Contract management
  • Products and services
  • Product catalogue management
  • Project management

FAQs

    What is this service generally used for?
  • The system is used Sales Leaders who see the opportunity to improve the performance of the their field sales teams or who have poor compliance to any existing system such as crm or ERP. i-snapshot has data on over 16 million field sales visits so can provide valuable benchmark reference data on the revenue impacts of field sales behaviours.

  • Does this service integrate with any other apps?
  • It does not integrate with other apps but does integrate with many back office systems.

  • Does this service offer multi-user capability (e.g. teams)?
  • i-snapshot is designed to be use across teams, area's, region's and enterprises, with the ability to control access to features and data via the embedded permission and role models.

  • Who are the main user groups of this service?
  • i-snapshot is a Field Sales Management system, it is bought by the VP of Sales/Sales Director in order to understand and optimise field sales performance and/or to feed data into a back office system such as crm or ERP where field compliance is poor. i-snapshot also brings many advantages to the field sales teams in terms of ease of use, reminders and trigger events to save contacting the office.

  • Does this service offer guides, tutorials and or customer support?
  • We offer help text, support during office hours and videos for both Sales Managers and Sales Leaders

  • What are some applications this service is commonly used in tandem with?
  • i-snapshot can be used a stand alone tool, and can be linked via api's to most common crm system, most common ERP systems and often used by field sales trainers to identify opportunities to improve field sales performance.

  • Does this service offer an API?
  • Yes, i-snapshot offers a two api option included at no additional cost.

  • What platforms does this service support?
  • The field apps are available for iOS (i-phone and i-pad), Android and Window phones and tablets, all apps are fully native and are available in the respective stores. The Dashboard is accessed through a browser interface.

FAQs

    Does this service offer multi-user capability (e.g. teams)?
  • The whole company is welcome in Forecast. Invite your team members and see the value of having everything connected in one platform.

  • Who are the main user groups of this service?
  • The biggest segment consists of Project--based companies that needs a resource an project management platform to optimize their utilization, profitability and drive business performance. The companies often work with agile and waterfall projects. Though, we do also see other types of businesses joining in, incl. organizations and universities.

  • What are some applications this service is commonly used in tandem with?
  • Forecast can be used alone or together with the existing tools you already use. Have your developers work in Jira, and run the project in Forecast. Or run your projects and integrate Quickbooks for a better understanding of the profitability of your projects. Forecast is easy to integrate, just let us know if you are missing an integration, we might have it in the pipeline.

  • Does this service offer guides, tutorials and or customer support?
  • There is a full-featured support guide available on the website, and a live chat support ready to help with any questions you might have.

  • Does this service offer an API?
  • Yes.

  • What is this service generally used for?
  • Planning, estimating, and running agile / scrum and waterfall projects. Full-featured with work-breakdown, backlog, storyboard, taskboard and real-time reports. Scheduling, employee utilization, etc. is also nicely integrated and included in the software.

  • What platforms does this service support?
  • Web-app, running directly in your browser.

  • Does this service integrate with any other apps?
  • Yes, you can read more about all our Apps & Integrations on our website. If you are missing your favorite tool, then don't hesitate to reach out. It might already be in the pipeline.

FAQs

    Who are the main user groups of this service?
    • Enterprises
    • Mid-size companies
    • Startups
    • Small companies
  • Does this service offer guides, tutorials and or customer support?
  • Support:

    • Phone support
    • Knowledge base
    • Customer success management
    • Academy
    • Community
    • ITIL/ITSM
  • What is this service generally used for?
    • Account and contact management
    • Intelligent data enrichment
    • Data enrichment through social media
    • Profile completeness
    • Customer segmentation
    • Interactions and communication history
    • Search and merge duplicates
    • Customer database analytics
  • What are some applications this service is commonly used in tandem with?
    • Twitter,
    • Facebook,
    • Google Contacts and Calendars,
    • LDAP,
    • IMAP,
    • MS Exchange,
    • Google Maps,
    • OpenStreetMap,
    • MailChimp / Mandrill
  • Does this service offer an API?
  • Bpm'online provides open configuration and extensive API to allow any customizations and integrations required for your business.

  • What platforms does this service support?
  • Platforms: Android, iOS, Mac, Windows, Web-based.

  • Does this service offer multi-user capability (e.g. teams)?
  • Software offers multi-user capability.

Vendor Information

Founded:
-
Based in:
-
Employees:
-
Likes:
Followers:

Vendor Information

Founded:
-
Based in:
Copenhagen K
Employees:
11-50
Likes:
Followers:

Vendor Information

Founded:
-
Based in:
-
Employees:
-
Likes:
14.3k
Followers:
2.91k

Other

Who uses i-snapshot
  • Enterprises
Desktop Platforms:
  • Web App
  • Windows
Mobile Platforms:
  • iOS
  • Android
Languages:
Bulgarian, Spanish, Italian, Indonesian, Danish, Swedish, Dutch, Finnish, French, German, Norwegian, Czech, Chinese
Regional Restrictions:
No restrictions.

Other

Who uses Forecast
  • Startups
  • SMEs
  • Agencies
  • Enterprises
Desktop Platforms:
  • Web App
Mobile Platforms:
  • iOS
  • Android
Languages:
Spanish, Danish, French, English
Regional Restrictions:
No restrictions.

Other

Who uses bpm'online sales
  • SMEs
  • Enterprises
Desktop Platforms:
  • Web App
  • Windows
  • Macintosh
Mobile Platforms:
  • iOS
  • Android
Languages:
Hebrew, Spanish, Italian, Arabic, Polish, French, German, Portuguese, Turkish, Russian, English
Regional Restrictions:
No restrictions.
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