Customer Relationship Management

Manage Your Customers, Manage Your Leads, Manage Your Business


Overview

Vergify is a great tool to help small businesses deal with the vital task of managing your leads, contacts, organizations, partners, vendors and suppliers. You can see everything about a lead or a contact — from background, tickets, email history and important dates, to any projects or opportunities in which they have participated. With Vergify web-based customer relationship management features you won’t miss a beat:

What's included

• Lead Management
• Contact Management
• Client Groups
• Calendaring and Events
• Automatic Address Book
• Notes and Comments
• Follow Ups
• Ticketing System

How it works

Vergify is unique by providing a CRM solution that is packaged with business solutions. Businesses need a CRM to manage their business and clients. Businesses can also benefit from software like Email Marketing, Surveys, Email Subscriptions, Live Chat & Discussions. With Vergify you can get all of it & you won't have to go to different websites to achieve this.


Service & Invoicing

Invoice Your Customers & Accept Payments Online


Overview

Vergify is an easy way to setup services, print & email invoices and accept payments online.

What's included

• Easy Setup
• Unlimited Services
• Reporting
• Authorize.Net Integration
• Online Payments

How it works

Vergify services & invoicing is easy to setup and get started. Simply create services, add clients & start invoicing. Online payments and emailed invoices are available.


Live Chat

Engage with your clients


Overview

Vergify Live Chat is an easy to use feauture that can quickly serve as a communications tool between you and your clients. Your business can have an unlimited amount of employees (seats) that are able to respond to your clients, improving the performance of your business. Customize your settings to fit your business & get up and running in minutes.

What's included

• Easy Setup
• Chat Session Tracking
• Powerful Reports
• Customized Layout
• Customized Settings
• Reliable
• Missed Opportunities

How it works

Vergify Live Chat is integrated throughout the entire web app. This allows you to multi-task and respond to clients no matter what you're doing. We simply provide you with a scipt that you will insert on any page on your website(s). It's that easy.


Email Marketing

A simple way to reach your target audience


Overview

Vergify Marketing is a simple yet powerful feature that will make your business look great. Choose between our easy to use templates or design your own marketing campaigns and target the clients that you choose. Tracking the performance of your campaigns is easy with our insightful opened vs. engaged percentage report.

What's included

• Email Templates
• Custom Email Design
• Campaign Open Rate Tracking
• Campaign Engaged Rate Tracking
• Easy to use interface
• Powerful Reports
• Dynamic Recipients Builder

How it works

Vergify Marketing can be used to jump start your businesses marketing efforts. Choose from our easy to use email templates or design your own campaign and choose the recipients of your campaign. You can choose between clients, groups, or email subscriptions obtained through the Subscription feature.


Discussion

Start the conversation on your website or blog


Overview

Vergify Discussion is a simple to use feature that allows your clients to have a conversation about topics that you choose. Discussion is integrated throughout the CRM which will enable you to monitor and engage in the conversation with your clients.

What's included

• Easy Setup
• Comment Flagging Control
• Simple interface
• User Tracking
• Reporting

How it works

Vergify Discussion enables you to quickly allow comments on your website or blog. We simply provide you with a script that you will insert on any page on your website or blog that you want. This will allow your clients to have a conversation about the content on that page.


Suveys

Create surveys and distubute them to your target audience


Overview

Vergify Survey will enable your business to get answers to the questions you want to ask. Create a survey and send it via email to you clients, groups or subscribers list. You can also embed the survey on your website or blog. Our useful reports will give you the insight you need.

What's included

• Survey Creator
• Custom Settings
• Embed Survey
• Email Survey
• Multiple Types of Questions
• Insightful Reports

How it works

Create a survey using our simple to use survey creator. Select between multiple question types including: true or false, multiple selection, single selection, fill in the blank. Embed the survey on your website or email it to your selected recipients.


Email Subscriptions

Build your email subscription list & engage your audience


Overview

Vergify Subscriptions is an extremely simple way to build your email subscribers. This list can be used as the recipients in your marketing campaign. Customizing the look & feel of how it appears on your website is easy.

What's included

• Collect Email Subscriptions
• Customize the look to match your website design
• Marketing capablities
• Easy to use
• Reporting

How it works

Vergify Subscription is extremely simple. Just modify the settings in our easy to use interface and insert the script we provide on your website or blog. Start collecting email subscribers.


Calendar

Stay organized & manage your schedule, to do list & client followups


Overview

Vergify Calendar is an effective way to manage your schedule, tasks and client followups. One place to view your day, week or month.

What's included

• Event Scheduler
• Schedule Reminder
• Day, Week & Month View
• Follow Ups
• To-Do List
• Drag & Move Appointments