Amazing CRM and More! Affordable called MARKATE

Awesome! Thanks for the info. I need to dig deeper into these features.

Of course! That’s what I’m here for :smiley:

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Yes, I cancelled HCP, Broadly, AND Zapier. $359 down to $39.

I actually DID, Bill, and it was a nightmare. Ultimately, Steve suggested that I might be better off at HCP.

If you ever work with Julia, you will want to do business with Markate. They are more nimble and quick to make changes that make their product better. I doubt if I will even look back.

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It’s been almost a week since I last posted in this thread. I want to convey my heartfelt thanks to @anon56568109 and let the community know that anytime I found myself stuck trying to maneuver a new CRM Julia was there to coach me through the new terrain. I AM TRULY AMAZED AT MARKATE, and thoroughly impressed by how committed they are to building businesses TOGETHER. THEIR’S AND MINE.

I have discovered that the glitches I thought I found at the beginning were likely idiot operator error (me), because ever since I’ve become nimble with Markate, it’s run for me like a sewing machine. THANKS, JULIA, and the entire MARKATE team.

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Does Markate work with ResponsiBid?

I have used Cf for over two years now and love it. It does my follow ups for prospects and for old customers that what new quotes. It does my review catching and it is easy too schedule 2 trucks for service using different colors for each crew. And it’s only 450 a yr I believe. Also its tied in with square so my invoices get paid thru there and in 2 days I have the money in my account.

I also can easily send out text or email blasts to all my customers and prospects.

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Believe it or not PayPal work when you’re in a pinch

Is anybody integrating Markate with Quickbooks online? Any problems with it?

We do not integrate with Responsibid. We do offer a booking form you can embed into your website for $5 a month. Have a great day!

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What does the Booking Form look like?

You can check out one of our customers www.masonclean.com to see what it looks like under the “book now” section on his website. Please let me know if you have any other questions I can answer for you. Have a great night!

Is there anyway to customize the contact form plugin ? I’d like to have more questions…so I can send the estimate without additional contact with the customer. Right now I have this, but then I have to manually input the inquiry instead of using your plug in

Yes, you can customize the form in more detail - it will go into your inquiries and then you will just select “convert to work order” and all the information has been transferred over onto the work order and the customer is now entered in the system… we are also open to all feedback so if you have more suggestions we take everything into consideration and implement a lot of the feedback we’re given!

I am more than happy to answer questions on here and would also be happy to schedule a call with anyone 480.360.1360 ~ please leave a message if I don’t answer and I will call you back and answer any questions you have! You can also always communicate with our support team through the app any day at any time! Our response time is quick - if it’s the middle of the night it might take a little longer for a response but we will always get back to you in a timely manner and make sure you’re taken care of!

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Julia or Markate,

I am a paying user and have a few questions on functionality. Can I schedule a call to go over how to better utilize your platform for my preferences?

You can reach me at mswindle@rarsg.com

Give them a call. It would be faster than waiting for them to see this post and email you.

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Join the FB group. Use the @ symbol. Or call

I like the FB group. I learned a few things through others questions and had several of my own answered extremely timely.

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I emailed you yesterday ~ Please respond to my email at your convenience so we can schedule a time to discuss any feedback you have. I look forward to hearing from you soon. Have a wonderful day! Julia

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… AND, unlike CF, MARKATE’S programmers don’t live in third world countries, speak English as a second language, AND do their programming when we’re all sleeping and can’t answer those tough questions that need attention when changes are to be made.

Julia, you’re a goddess of information and a most incredible resource of help and knowledge, I don’t need a crystal ball to know that the future of Customer Relationship Management is solidly in the hands of Julia @anon56568109