Macanta Appsumo: When you’re toggling back and forth between a dozen tools, it’s hard to stay productive and on-task. 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 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.
Plus, you can customize fields, field types, sub-sections, and sections to organize information based on your own preferences, so nothing gets lost in the shuffle. Macanta’s relationship management features let you specify the type of relationship people have with your business. Whether it’s a lead, a client’s employee, or a buyer, you can map relationships and connect them to a data object.
You can even indicate several relationship types if you have multiple types of relationships with one client. Your team will be able to get a full picture of relationships between contacts and data, so they can get in touch with the right person at the right time. The automation engine lets you set up trigger conditions, trigger actions, and action payloads to speed up repetitive tasks.
Once a customer clicks an email link, the engine will reply to the lead and notify sales agents to move them to the next step of the sales funnel. You’ll also have the complete freedom to set up and automate webhooks, emails, SMS messages, in-app notifications, tasks, notes, calculations, and data updates. Plus, since the engine is smart enough to interpret the data objects and relationships, you’ll get maximum flexibility when setting up business processes.
There’s nothing worse than investing time into a workflow that doesn’t get the results you need. 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.
Plans and Features
Lifetime access to Macanta
All future Your Macanta Plan updates
No codes, no stacking—just choose the plan that’s right for you
You must activate your license within 60 days of purchaseAbility to upgrade or downgrade between 5 license tiers
Only for new Macanta users who do not have existing accounts
60-day money-back guarantee, no matter the reason