Cloud CRM integration with top Financial Application Solutions. Done better.
Now your CRM cloud solutions can work seamlessly with many of the cloud-based and enterprise business applications you already use. Our configurable, cloud integration solutions are not fixed. In fact, we constantly update our solutions based on conversations with our customers in order to understand their needs, refine their solutions, and improve our offerings.
The InterWeave Financial Application Integration Cloud is where customers may register, select Smart integration Solutions between “Best of Breed” applications, and then configure them at the object and field level. CRM applications like Salesforce, bpmOnline, OROCRM, Oracle Sales Cloud, SugarCRM and more. Integration with Financial applications like QuickBooks, the Sage/MAS line, MS Dynamics, Oracle are available in a Cloud hub/spoke model. Additionally is integration with over 48 Merchant Services Providers for Real-Time, Scheduled and Recurring Payment internally with your CRM. The Smart Solutions configuration selections reside on the SmartIntegration Platform.
Payment Processing Solutions for your CRM.
Innovatitve. Secure. Integrated.
Award-Winning Integrated Merchant Service Providers.
B2B, B2G, ENTERPRISE, SMALL AND MEDIUM-SIZED — IN EVERY INDUSTRY.
We are a leading provider of technology-enabled credit card processing services, with expertise and experience in meeting the unique needs of all types of businesses.
Take your business to the next level with the SmartIntegration Platform
Connect your cloud with applications, data, enterprise solutions and other clouds to create your hybrid cloud environment. As cloud-based, subscription-based solutions continue to evolve, your challenge is to find the platform-as-a-service (PaaS) and software-as-a-service (SaaS) vendor who has the capability and experience to integration with your existing on-premise systems.
About Contactually
Contactually relieves users from the usual wasted time that comes from the preparation and execution of routine communication tasks.
It is able to import contacts from an existing account and allows users create categories for their contacts, merge accounts, use templates, or even automate actions such as follow-up emails. Members of a team can share contacts and take on specific roles while remaining well coordinated.
The benefits of using Contactually are made evident in the time saved and through more efficient communication.
About Vtiger
Benefits of a Vtiger CRM System:
Increase revenue through better deal nurturing and follow-ups
Improve customer relations
Accelerate Sales Cycles
Better internal communication & collaboration
Boost Sales and Support team productivity
Enforce best practices through process templates
Automate repetitive tasks
Get better insights on customers
Increase customer retention
Lessen risks to deals
Features
2-Factor Authentication
API
Calendar Management
Contact Management
Contact Sharing
Customer Management
Dashboard
Data Export
Data Import
Data Visualization
Email Integration
External Integrations
File Sharing
File Transfer
Google Apps Integration
Lead Management
Lead Scoring
Marketing Automation
Multi-User
Notifications
Scheduling
Social-Media Integration
Task Scheduling/Tracking
Third-Party Plugins/Add-Ons
Call Tracking
Click-to-Dial
Sales Automation
Pipeline Management
Features
2-Factor Authentication
API
Calendar Management
Contact Management
Contact Sharing
Customer Management
Dashboard
Data Export
Data Import
Data Visualization
Email Integration
External Integrations
File Sharing
File Transfer
Google Apps Integration
Lead Management
Lead Scoring
Marketing Automation
Multi-User
Notifications
Scheduling
Social-Media Integration
Task Scheduling/Tracking
Third-Party Plugins/Add-Ons
Call Tracking
Click-to-Dial
Sales Automation
Pipeline Management
Features
2-Factor Authentication
API
Calendar Management
Contact Management
Contact Sharing
Customer Management
Dashboard
Data Export
Data Import
Data Visualization
Email Integration
External Integrations
File Sharing
File Transfer
Google Apps Integration
Lead Management
Lead Scoring
Marketing Automation
Multi-User
Notifications
Scheduling
Social-Media Integration
Task Scheduling/Tracking
Third-Party Plugins/Add-Ons
Call Tracking
Click-to-Dial
Sales Automation
Pipeline Management
Summary
Complete outsource packages available - no software, no hardware, no developers, no overhead - just sign and go
Extensive portfolio of Smart Solutions waiting for you to configure
Start-ups, SMB or Enterprise - select exactly the right type of configuration model for you - modify at any time
Smart Solutions are completely configurable by the customer with pick lists, drop downs and custom fields
All processes, workflow logic, mapping is ready for you to configure - with a mouse and the web
Complete, pre-built integration Solutions - between "Best of Breed" applications
Summary
The Dashboard: Everything users need to do your daily outreach in one place, with recommended follow-ups, today’s calendar events, and any upcoming tasks.
Buckets: Buckets are easy system for contact management. They make it seamless to stay on top of the different kinds of contacts and relationships in user's network.
Scalemail: Perfect feature for contacting small groups who deserve more attention than a canned newsletter.
Programs: Allow users to set off a customized sequence of actions, from sending template-based follow-ups, to following on social networks or creating tasks.
Email Templates: Users are able to create templates for every possible scenario, using pre-set or custom tokens for personalization.
Pipelines: Enables users to simply create a Pipeline, identify the different stages, and start adding potential deals to it.
Summary
No key features associated with this application.
Pricing
Credit card required: No
Basic: $29 per month, annually, or 35$ per month monthly.
Professional: $49 per month, or 59$ per month monthly.
Enterprise: $99 per month, or 125$ per month monthly.
All price plans include a free trial.
Pricing
Sales Starter
$10.00
1 user(s) / month
Included in plan:
Contacts & Organizations
Pipeline Management
Smart Webforms
Document Insights
FAQs
What platforms does this service support?
Take your business to the next level with the SmartIntegration Platform.
Connect your cloud with applications, data, enterprise solutions and other clouds to create your hybrid cloud environment. As cloud-based, subscription-based solutions continue to evolve, your challenge is to find the platform-as-a-service (PaaS) and software-as-a-service (SaaS) vendor who has the capability and experience to integration with your existing on-premise systems.
Who are the main user groups of this service?
The InterWeave Financial Application Integration Cloud is where customers may register, select Smart integration Solutions between “Best of Breed” applications, and then configure them at the object and field level. CRM applications like Salesforce.com, bpmOnline, OROCRM, Oracle Sales Cloud, SugarCRM and more. Integration with Financial applications like QuickBooks, the Sage/MAS line, MS Dynamics, Oracle are available in a Cloud hub/spoke model. Additionally is integration with over 48 Merchant Services Providers for Real-Time, Scheduled and Recurring Payment internally with your CRM. The Smart Solutions configuration selections reside on the SmartIntegration Platform.
What is this service generally used for?
Real-time, Scheduled and Recurring Payment and Subscription Management Payments with hosted, self-service Customer Portal integrated with your CRM. With InterWeave Payment and Subscription management in your CRM, integrated with your InterWeave Customer Portal, you will be able to provide your customers all the flexibility they need to view their invoices online, update payment methods, and make payments while keeping everything organized and automated for you.
Supporting over 48 Merchant Service Providers payment methods including credit card, invoicing, ACH/EFT and more, InterWeave works with your CRM vendor and your Merchant Services Provider removes the security concerns for storing sensitive information and credit card information.
Does this service offer multi-user capability (e.g. teams)?
We support the customers CRM Solution, so yes.
What are some applications this service is commonly used in tandem with?
Intelligent Cloud Integration for CRM; Financial Services Solutions, Payment Processors and Multi-Cloud Integrations in a simple, configurable way. SaaS, SMB and Enterprise Customers manage their customer interactions with system specific business processes and work flow to provide an extraordinary customer experience.
Does this service offer an API?
The SmartIntegration Platform integrates with other Solutions utilizing API's.
Does this service offer guides, tutorials and or customer support?
We offer all.
Does this service integrate with any other apps?
Integrate your CRM Solution with anything, anywhere, across any device.We have 28 protocol specific adapters; if it has protocol - we can connect.
FAQs
What platforms does this service support?
Web-based platform, with mobile apps for Android and iPhone-iPad.
Who are the main user groups of this service?
The software is suitable mainly for small and medium sized companies that want to stay in contact with their key contractors, collaborators and suppliers.
What is this service generally used for?
The main purpose of Contactually is to offer advanced communication management features.
Does this service integrate with any other apps?
Contactually integrates with SalesForce, Zapier, Mail Chimp, Linkedin, Gmail, Facebook, Twitter.
Does this service offer an API?
It offers an API.
Does this service offer guides, tutorials and or customer support?
Their support includes: webinars, FAQ section, email support, phone support, video tutorial.
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