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Markate

Markate

Overview

What is Markate?

Markate is software used to manage a business' schedule from any device, used for running operations and sending employees reminders straight to their phones, to replace planners and end missed appointments. It can be used to track expenses, store receipts, and…

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Recent Reviews

TrustRadius Insights

Markate has proven to be a valuable tool for users, addressing several key business problems. One of the standout features is its ability …
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Pricing

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Entry-level set up fee?

  • No setup fee
For the latest information on pricing, visithttps://www.markate.com/pricing

Offerings

  • Free Trial
  • Free/Freemium Version
  • Premium Consulting/Integration Services

Starting price (does not include set up fee)

  • $29.95
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Product Details

What is Markate?

Markate is software used to manage a business' schedule from any device, used for running operations and sending employees reminders straight to their phones, to replace planners and end missed appointments. It can be used to track expenses, store receipts, and record mileage in one dashboard. It can also be used to accept credit cards with its scanner.

It can also be used to give customers extra convenience by letting them book online through a customizable form. Users also gain access to reports that give insights into a business's present and future performance. Keeping appointments organized is done in its calendar, that sends notifications and reminders to the user's phone. And users can create, edit and deliver a customized invoice on any device at any time.

Markate Features

Sales Force Automation Features

  • Supported: Customer data management / contact management
  • Supported: Workflow management
  • Supported: Opportunity management
  • Supported: Integration with email client (e.g., Outlook or Gmail)
  • Supported: Contract management
  • Supported: Quote & order management
  • Supported: Interaction tracking

Marketing Automation Features

  • Supported: Lead management
  • Supported: Email marketing

CRM Project Management Features

  • Supported: Task management
  • Supported: Billing and invoicing management
  • Supported: Reporting

CRM Reporting & Analytics Features

  • Supported: Forecasting
  • Supported: Pipeline visualization

Customization Features

  • Supported: Custom objects
  • Supported: API for custom integration

Security Features

  • Supported: Role-based user permissions

Integrations with 3rd-party Software Features

  • Supported: Marketing automation

Platform Features

  • Supported: Mobile access

Markate Screenshots

Screenshot of Dashboard Login ScreenScreenshot of Business ScheduleScreenshot of Mobile Application First PageScreenshot of Mobile Application Second Page

Markate Video

What is Markate?

Markate Integrations

Markate Competitors

Markate Technical Details

Deployment TypesSoftware as a Service (SaaS), Cloud, or Web-Based
Operating SystemsUnspecified
Mobile ApplicationApple iOS, Android, Mobile Web
Supported CountriesUnited States, Australia, Canada
Supported LanguagesEnglish
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Comparisons

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Reviews

Community Insights

TrustRadius Insights are summaries of user sentiment data from TrustRadius reviews and, when necessary, 3rd-party data sources. Have feedback on this content? Let us know!

Markate has proven to be a valuable tool for users, addressing several key business problems. One of the standout features is its ability to improve planning and scheduling. Users have found that with Markate, they are able to effectively manage their time and resources, resulting in better project management and increased productivity.

Another problem that Markate helps users solve is the task of keeping track of payments and invoices. By providing a seamless invoicing system, this software makes it easy for users to stay on top of their financials. With Markate, users can efficiently generate invoices, keep track of payments, and send reminders for outstanding payments, ensuring that they are compensated for their services in a timely manner.

Organizational challenges are also addressed by Markate. Users appreciate having all customer information centralized in one place. This allows for easy access and quick reference when needed, contributing to improved organization and efficiency. Furthermore, the software's ability to track completed tasks provides users with a clear picture of their progress and helps them ensure that no important tasks are missed or forgotten.

The estimator feature offered by Markate has been highly beneficial to users who need to provide estimates quickly. With this feature, users can generate estimates on the spot, email them to customers, and even obtain digital signatures. This streamlines the estimation process, saving time for both the user and the customer.

In addition to its robust features, Markate stands out for its exceptional customer service. Users have praised the responsive and personalized support they receive from the team behind the software. The dedication to assisting users has contributed greatly to a positive overall experience.

Overall, Markate has proven to be an invaluable tool for many businesses as it streamlines operations, improves organization, and enhances productivity. By addressing common pain points such as planning/scheduling, invoice management, customer organization/tracking, estimation processes, and providing excellent customer service support, Markate offers a comprehensive solution for businesses looking to optimize their workflow and reduce stress.

Comprehensive Business Management: Several users have praised Markate for being a comprehensive app that allows them to manage all aspects of their business. They appreciate features such as customer information management, note-taking capabilities, and the ability to send estimates and quotes from one app.

Excellent Backend Management: Reviewers have found the backend management of jobs in Markate to be excellent. They highlight well-implemented features like invoicing, estimating, and job management that streamline their business processes effectively.

Flexible Booking Options: Many users have expressed their satisfaction with Markate's flexible booking options. They particularly commend the ability to set prices and a minimum purchase on the booking form, which sets this software apart from others they have used before.

Lack of Mass Communication Feature: Several users have expressed disappointment over the absence of a feature that allows for sending mass emails and texts without an additional fee. They have mentioned that other options available require an upgrade fee, which adds to the cost.

Issues with Booking Form: Users have reported dissatisfaction with the booking form provided by Markate. They feel that it lacks consideration for mobile users and is not user-friendly. Additionally, they have highlighted difficulties in identifying and rectifying mistakes due to unclear error messages.

Inconvenient Cart Functionality: Some users have found it inconvenient that adding more of the same item to the cart wipes out existing items instead of adding to them, which is not aligned with typical cart functionality. This has led to frustration and inconvenience during the purchasing process.

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