CRM for Contractors - Questions And Answers
Question: What is a CRM?
Answer: CRM Stands for Customer Relation Management. It is an acronym for a wide array of software designed to help schedule appointments, run projects, correspond with clients and whatever the creators could think about.
Question: What is myAnt.org?
Answer: myAnt.org is a CRM For Contractors. A CRM tailored around the needs of contractors of resident homes.
Question: Does myAnt.org manage leads and appointments?
Answer: Yes. It shows who to call, what is said on the last call and what to say on the next call.
Question: Does myAnt.org manage projects?
Answer: Yes. myAnt.org has a comprehensive CRM that features project management.
Question: In project management, myAnt.org has accounting feature?
Answer: Yes, myAnt.org manages accounting, receivable, payable, office expenses, commission calculations and more.
Question: Is myAnt.org a downloadable CRM?
Answer:No. myAnt.org is 100% online CRM. Works best for contractors.
Question: Does myAnt.org have a mobile version?
Answer:Yes. Our CRM does have a mobile version with many features in it.
Question: Can our CRM print invoices for customers?
Answer:Yes. myAnt.org can print invoices and statements for customers.
Question: Can myAnt.org store relevant documents?
Answer:Yes. BIG Time. In our CRM every project has forder for documents that you can scan or upload, and you can see the actual paper document of every contract, change order, proposal, invoice and check by click on the View button near it.
Question: What kind of support myAnt.org provides?
Answer:myAnt.org provides in-person support: You call, someone answers and helps you. There is also a comprehensive video library built-in myAnt.org for training and learning purposes.
Question: What are the computer's minimum requirements for running myAnt.org?
Answer:You need an Internet connection, and a web browser, preferably Google Chrome. Any old computer with Dual Code, 4GB of RAM and good old Windows 7 will do.
Question: Can one person log in more than once?
Answer:Yes. myAnt.org counts computers, not users. We call it chairs, and you can log on simultaneously from as many computers you pay for.
Question: Does myAnt.org include a confirmation module?
Answer: Yes. Confirmation module included in our CRM
Question: Does myAnt.org include a Dispatch module?
Answer: Yes. There is a dispatch module in myAnt.org
Question: Can myAnt.org show a lead on Google Maps?
Answer: Yes. With a single click, you'll see the property on Google Maps.
Question: What other information myAnt.org can show?
Answer: Yes. Our CRM opens Zillow.com with the property on, and checks reverse phone and reverse address.
Question: Can myAnt.org insert appointments into Google calendar?
Answer: Yes. You can insert appointments directly from our CRM to Google Calendar.
Question: Can myAnt.org send emails?
Answer: Yes. Using your Gmail account, our CRM can send emails.
Question: Can myAnt.org send SMS / Text messages?
Answer: Yes. Right click on any phone field opens the SMS dialog and you can send.
Question: Can our CRM send lead's information to the sales person?
Answer: Yes. Once you choose a sales person, you can click on the SMS button and send to the sales person a message with the appointment's information.
Question: Can myAnt.org place phone calls?
Answer: Yes. There is a built-in on-screen phone in our CRM, and when you click on a phone field it opens and dial out.
Question: Can our CRM control the caller ID?
Answer: Yes, with ease. You can switch caller ID between calls.
Question: can myAnt.org record phone calls?
Answer: Yes. Not only record but display the call along with the lead and you can listen with a single mouse click.