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  • Collect & Accept Customer Payments From Clients By Credit Card & E-Check Through Your CRM

    New Feature: Credit Card and Echeck Payments

    Accepting Credit Card and ACH Payments from your clients just got way easier!   You’ll no longer need to leave your CRM in order to process a transaction in a third-party system, and then come back to the CRM to make a note of it. Instead, you can now charge your clients right from the comfort of […]

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  • Enabling Authorize.Net For Credit Card Payments

    New Payment Interface

    Your CRM enables you to accept credit card payments right from the lead. You can begin to process payments quickly and securely through our payments form that looks like this:     To enable credit card payments, follow these easy steps:   1. Sign into Authorize.Net, open the Account tab, and click API Credentials & Keys:     […]

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  • What Is the Best CRM for Startups Besides Salesforce and Hubspot?

    Startup

    Far too often, startups overlook the importance of having a CRM, believing that it’s a tool geared more toward larger businesses. But that couldn’t be further from the truth. Having the right CRM on board could be even more essential, in some ways, for startups. It helps manage the inflow of data and minimize the […]

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  • What Is The Best Insurance Sales CRM Software For Brokers?

    Insurance CRM

    As an insurance broker, you need to have powerful tools right at your fingertips to move prospects through the pipeline, keep track of leads and contacts, and sign deals from anywhere with ease and convenience. Even more, the right CRM delivers a single solution that gives call center representatives, brokers and agents access to customer […]

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  • What Is The Best Mortgage Sales CRM Software For Loan Officers?

    Loan Officer

    The most successful mortgage loan officers are driven with a go get ’em, customer-first attitude. They prioritize responding to calls and emails and — perhaps most importantly — they’re extremely organized. After all, staying organized is the key to delivering an amazing customer experience, maintaining responsive communications and working efficiently. And you know what helps […]

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CRMDialer is an easy to use CRM that helps businesses save time and increase their profit by combining Phone, Email, SMS and more into a single system.

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