Macanta is a powerful software tool that allows you to build your own custom CRM and process automation system to streamline processes, increase efficiency, and automate workflows. More
Macanta KEY FEATURES
Create custom data objects and relationships.
Contact notes and tasks.
Dashboard widgets and workflow boards.
Custom interface layout and in-line editing.
Trigger conditions and actions.
Email, field, and contact actions.
Agency-level user permission templates.
Build custom user guides within the interface.
When you’re toggling back and forth between a dozen tools, it’s hard to stay productive and on-task. (“One minute I’m replying to an email, and the next I’m doing Wordle.”)
Even after getting an ‘all-in-one’ solution, you may still need to pay experts thousands of dollars to make it fit your business’ needs.
There should be an easy way to create a custom CRM and process automation system that streamlines your business’ unique workflow.
Macanta is a powerful software tool that allows you to build your own custom CRM and process automation system to streamline processes, increase efficiency, and automate workflows.
Macanta makes it easy to create a custom CRM that seamlessly integrates with your workflow.
Get a complete overview of your team’s progress by organizing relevant information across kanban-style boards.
You can build a custom interface for different users based on their role in your business and what they need to accomplish.
Each user can easily focus on their individual tasks, while you get a clear overview of all the data points in your organization.
With Macanta, you can make custom data objects to represent business information like contacts, opportunities, projects, and mortgage applications.
That way, you’ll be able to keep track of key information for your business, all from one platform.
There’s nothing worse than investing time into a workflow that doesn’t get the results you need. (“Good news: I’ve alphabetized my Rolodex of clients. Bad news: I can’t share it with you.”)
Macanta is a custom solution that lets you organize and automate your processes without any coding skills or expensive experts.
Create a custom CRM to manage your business with ease.
Get lifetime access to Macanta today!
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