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Live Chat

Web and Video Conferencing

Customer Support

Mobile App Development

PHP Frameworks

Development

Learning Management

Online Proctoring Software

Education

Business Intelligence (BI)

Collaboration

Embedded Business Intelligence (BI)

Online Notary

Workflow

Enterprise

Accounting

Accounts Payable

Online Trading

Treasury Management

Finance and Accounting

ACA Compliance

Applicant Tracking

Corporate Learning Management

HR Compliance

HR Management

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Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

3D Printing

API Management

Cloud Migration

Cloud Storage

Configuration Management

Consulting and Advisory Services

Container Management

Custom Software Development Services

Data Center Virtualization

Data Warehouse

Distributed Denial of Service (DDoS) Protection

Fraud Detection

Game Engine

Integration Platform as a Service (iPaaS)

IoT Device Management

LAN Switches

Managed Private Cloud

Network Performance Monitoring

Sensitive Data Discovery

Technology Scouting Software

Unified Communications Monitoring

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Content Management

Email Marketing

Landing Page

Market Intelligence

Marketing Automation

Press Release Management

Product Intelligence

Social Media Management

Social Media Publishing

Survey & Forms Building

Web Analytics

Marketing

Project Management

Professional Services

Customer Relationship Management (CRM)

Government Contracting

Lead Generation

Point of Sale

Sales Enablement

Sales Performance Management

Sales

Cloud Infrastructure Entitlement Management

Security

Construction Workforce Management

Dental

Fleet Management

Geographic Information

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Vertical-Specific

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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.

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.

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.

Starter

Growth

Boost

Method:crm is a QuickBooks-integrated, cloud-based CRM platform.

Contact Management

CRM Pro

CRM Enterprise

Markate

Customer Relationship Management applications are used to manage a company’s interactions with customers, clients, and sales prospects. 

It involves using technology to organize, automate, and synchronize sales, marketing, customer service, and technical support.

What is Markate CRM?

Sales Force Automation

This is the technique of using software to automate certain sales-related tasks.

Customer data management / contact management

The software acts as a single source for all customer data and enables users to access that data efficiently.

Workflow management

The software helps automate parts of the sales process, such as sending emails, updating contact records, and following approval processes.

Territory management

Users can defines salesperson territories based on customer or market characteristics.

Opportunity management

Integration with email client (e.g., Outlook or Gmail)

Users can perform tasks within their inbox, such as logging emails, creating contacts, and creating events.

Contract management

Users can manage contracts, with features such as digital signatures, automated alerts, invoicing, and automated workflow for contract review and approvals.

Quote & order management

Users can create, process and fulfill price quotations and sales transactions.

Interaction tracking

Users can log and track all customer interactions through any channel, including social, email, phone and in-person.

Channel / partner relationship management

The software allows for sales, territory, lead, order and account management for partners or OEM relationships.

Customer Service & Support

This component of CRM software automates help desk, call center and field service management.

Case management

This includes incident/ticket creation, routing, escalation, and resolution.

Call center management

This includes features such as call routing, recording and monitoring; call list management; autodialing; and scripting.

Help desk management

This includes trouble ticketing, knowledge base, self-service, and service level agreement (SLA) management.

This component of CRM software helps to automate and scale marketing tasks and the subsequent analysis of those efforts.

Lead management

This includes lead generation, scoring, qualification, routing, and nurturing.

Email marketing

This involves the ability to send mass email to groups of people based on particular qualifications.

CRM Project Management

This component of CRM software helps users initiate, plan, collaborate on, execute, track, and close projects.

Task management

This includes the ability to plan, track, collaborate and report on tasks.

Billing and invoicing management

This includes automated invoice creation and billing.

Reporting

Software provides a broad range of standard and the ability to build custom reports.

CRM Reporting & Analytics

Reporting and analytics in CRM software includes sales forecasting, pipeline analysis, and automated dashboards.

Forecasting

The software helps users accurately forecast sales based on volume and conversion metrics.

Pipeline visualization

Users can visualize the entire sales pipeline to identify trends, determine the effectiveness of the sales funnel, and optimize.

Customizable reports

Users can create reports and dashboards unique to their needs.

Customization

This addresses a company’s ability to configure the software to fit its specific use case and workflow.

Custom fields

Users can create custom fields to store additional information on standard and custom objects.

Custom objects

Users can create custom record types that allow them to store information unique to their organization, and link them to standard and other custom objects.

Scripting environment

Technical users can write, run, and test scripts that automate common tasks or business rules via a standard or vendor custom programming language.

API for custom integration

An API (application programming interface) provides a standard programming interface for connecting third-party systems to the software for data creation, access, updating and/or deletion.

This component helps a company minimize the security risks by controlling access to the software and its data, and encouraging best practices among users.

Role-based user permissions

Permissions to perform actions or access or modify data are assigned to roles, which are then assigned to users, reducing complexity of administration.

Single sign-on capability

The software system supports a centralized authentication mechanism allowing the user to access multiple systems with a single, centrally managed password.

Social CRM

This component of CRM software helps companies leverage social media in engaging with customers.

Social data

The software can integrate data and conversation histories from customers’ social profiles. This may also involve enhanced listening features such as sentiment tracking.

Social engagement

The software can facilitate and track engagement with customers via social channels.

Integrations with 3rd-party Software

This involves the CRM software’s ability to integrate with other systems, whether external or homegrown.

Markate

Overview

What is Markate?