Compare Wintac vs Kickserv vs CRM Creatio

CRM Creatio

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About Wintac

This All-in-one provider for service technicians allows users to automate and manage their businesses from one program, turning any computer into a virtual office, capable of handling a large fleet of dispatchabale units.
Wintac also allows businesses to easily track service contracts for each customer and equipment at every location. Know when service is due, contracts expire, as well as the entire service history on any piece of equipment.
Users are able view, edit and update their own daily schedules in real-time. Technicians can add customers, jobs and notes on the fly, and they can drill down to review prior service history information for individual customers.

About Kickserv

KickServ is developed for small businesses in any industry that provides client services in the field.
Thanks to Kickserv’s mobile capabilities, the solution can be used equally by both onsite and offsite employees. Technicians who work in the field can take advantage of advanced features like GPS tracking and automated team status updates.
It helps manage bids and estimates, jobs, scheduling, dispatch, invoicing, and tasks with a shared online calendar where users can complete jobs.

About CRM Creatio

CRM Creatio is a cloud-based application that merges CRM (Client Relationship Management) and BPM (Business Process Management) tools. The heart of the application is the business process designer that allows for process modeling and execution. The logic and rules are defined by processes that can be changed when needed. Implementing a new process is as simple as modifying an old one - you simply draw a diagram and save it. The application is easily customizable with the click of a mouse. Users love Creatio’s engaging interface with a social look and feel, free from redundant information to keep them focused on what’s relevant. Today, the company serves thousands of customers worldwide.
Creatio has been widely recognized by key industry analysts (such as Gartner, Forrester, Nucleus, etc.), receiving multiple awards.

CRM Creatio bundle offers an interconnected solution that allows you to automate marketing, sales and service:

  • Marketing Creatio: multichannel marketing software to deliver demand generation excellence.

  • Sales Creatio: sales force automation to manage the complete sales cycle — from lead to repeat sales.

  • Service Creatio: innovative customer service tools to deliver exceptional customer experience.

Features

  • API
  • Calendar Management
  • Contact Management
  • Customer Management
  • Data Export
  • Data Import
  • External Integrations
  • Lead Management
  • Multi-User
  • Notifications
  • Scheduling
  • Task Scheduling/Tracking
  • Timesheets
  • Travel Management
  • Route Optimization
  • Mobile App
  • Fleet Management
  • Map Visualization
  • Appointment Scheduling

Features

  • API
  • Calendar Management
  • Contact Management
  • Customer Management
  • Data Export
  • Data Import
  • External Integrations
  • Lead Management
  • Multi-User
  • Notifications
  • Scheduling
  • Task Scheduling/Tracking
  • Timesheets
  • Travel Management
  • Route Optimization
  • Mobile App
  • Fleet Management
  • Map Visualization
  • Appointment Scheduling

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

  • Scheduling, Dispatching & Work Order Management: Daily, Weekly, and Monthly dispatch views; Drag and Drop, Color Coded dispatching; Work History Tracking; Equipment Installation and Service Tracking.Visual Job Costing.

  • Customer & Lead Management: Customer Relationship Management; Job Site Management; Contact and Prospect Management.

  • Accessibility: Dashboard View; Remote access and Mobile Computing; Multi-Level Security Access System.

  • Accounting & Payroll: Invoicing, Statements, Automatic Billing, POS and Accounts Receivable; Task building and Flat Rate Pricing; Purchasing, bill paying and accounts payable; Bank account management and check writing; Financial reporting and graphing; Employee and Payroll Management; QuickBooks Integration.

  • Inventory: Multi-location Inventory Management; Item Lookup and Retrieval; Purchase Orders.

  • Estimates & Proposals: Task Building and Flat Rate Pricing; Estimating and Proposal Writing.

Summary

  • Invoicing & Online Payments: It is possible to send invoices and collect payments online instantly.

  • Detailed Reporting: Using predefined reports, or making own custom reports.

  • Dynamic Calendar: It can help teams plan for even the most complex schedules.

  • Self-service Portal: Enables user's customers to track their jobs and make requests with the self service portal.

  • Customer Tracking: From contact information to sales, job, and invoice history.

  • Sales & Estimates: Tracks all user's prospects and estimates easily.

Summary

    No key features associated with this application.

Pricing

  • Credit card required: No
  • One-time Licence:
    Wintac Green: $1,995, $1,150 each additional office user.
    Wintac Pro: $2,495, $1,150 each additional office user.
    Wintac Fuel: $2,995, $1,150 each additional office user.
    Wintac Green Premium: $9,495.
    Wintac Pro PRemium: $9,995.
    Wintac Fuel Premium: $10,495.

Pricing

  • Credit card required: No
  • Lite: $26 /month up to 2 users
    Basic: $44 /month up to 5 users
    Standard: $89 /month up to 10 users
    Pro: $134 /month up to 20 users
    QuickBooks® 2-way Sync: Online or Desktop $10/month
    14 day free trial

FAQs

    Who are the main user groups of this service?
  • Main users are field service, installation, and construction companies.

  • What is this service generally used for?
  • It is generally used as a business management software for service contractors.

  • What platforms does this service support?
  • Wintac is a cloud-based platform, and works in most typical Windows-based PC configurations and local area networks. Mobile version is available for Android and iPhone-iPad.

  • Does this service integrate with any other apps?
  • The Wintac Web Portal supports email integration, popular flat rate pricing programs, barcoding integration and credit card processing integration. It also integrates with Microsoft Office and QuickBooks.

  • Does this service offer an API?
  • It doesn't offer API.

  • Does this service offer guides, tutorials and or customer support?
  • They provide phone support, email support, FAQ section.

FAQs

    Who are the main user groups of this service?
  • Kickserv is most frequently used by professionals in the plumbing, landscaping, computer repair, HVAC, and carpet cleaning industries. The majority of these companies have fewer than 50 employees.

  • What is this service generally used for?
  • It is used for field service management.

  • What platforms does this service support?
  • Platforms: Web-based on Windows and Mac, iPhone-iPad, Windows Phone, Mobile Web App.

  • What are some applications this service is commonly used in tandem with?
  • It is most commonly used with QuickBooks.

  • Does this service integrate with any other apps?
  • They have a seamless 2-way Quickbooks integration with no double entry.

  • Does this service offer an API?
  • Yes, they offer an API.

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

FAQs

    Does this service offer an API?
  • Creatio provides open configuration and extensive API to allow any customizations and integrations required for your business.

  • What is this service generally used for?
  • CRM Creatio bundle offers an interconnected solution that allows you to automate marketing, sales and service:

    Sales Creatio - sales force automation software to manage the complete sales cycle — from lead to repeat sales.*

    *Service Creatio *- innovative customer service tools to deliver an exceptional customer experience.

    *Marketing Creatio *- multichannel marketing software to deliver demand generation excellence.

  • Does this service offer guides, tutorials and or customer support?
  • Support:

    • Phone support
    • Knowledge base
    • Customer success management
    • Academy
    • Community
    • ITIL/ITSM
  • Who are the main user groups of this service?
    • Enterprises
    • Mid-size companies
    • Startups
    • Small companies
  • What are some applications this service is commonly used in tandem with?
  • Integration:

    • Twitter,
    • Facebook,
    • Google Contacts and Calendars,
    • LDAP,
    • IMAP,
    • MS Exchange,
    • Google Maps,
    • OpenStreetMap,
    • MailChimp / Mandrill
  • Does this service offer multi-user capability (e.g. teams)?
  • Software offers multi-user capability.

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

Vendor Information

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

Vendor Information

Founded:
2006
Based in:
Mill Valley
Employees:
11-50
Likes:
Followers:

Vendor Information

Founded:
-
Based in:
-
Employees:
-
Likes:
Followers:
3.89k

Other

Who uses Wintac
  • SMEs
  • Enterprises
Regional Restrictions:
No restrictions.

Other

Who uses Kickserv
  • Startups
  • SMEs
Regional Restrictions:
No restrictions.

Other

Who uses CRM Creatio
  • Personal
  • Freelance
  • Startups
  • SMEs
  • Agencies
  • Enterprises
Desktop Platforms:
  • Web App
  • Windows
  • Macintosh
Mobile Platforms:
  • iOS
  • Android
Languages:
Arabic, German, English, French, Italian, Portuguese, Hebrew, Polish, Russian, Spanish, Turkish
Regional Restrictions:
No restrictions.
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