Who Uses Macanta?

Real Estate, Legal Services, Accounting Practices, Professional Services, Sales Teams.

What Is Macanta?

Macanta is not like other CRMs. In fact, it isn't a CRM.

Macanta helps you to create powerful workflow and process automation for your business.

In the process you get to create a custom CRM for your business, almost as a side-effect.

All of this is possible without writing any code at all.

Your workflow automation can include, Tasks, Notes, In-App Notifications, Emails, SMS, Field updates, Field Calculations and Date Calculations. You can also send Webhooks to any other platform you use.

Macanta Details

Macanta Software

http://www.macantacrm.com

Macanta Software - Create a clear dashboard showing tasks, leads, progress stages etc, with easy single or bulk Email and SMS direct from the dashboard.
Macanta Software - Clear contact view with easy access to Notes, Tasks, History and full contact info. Send individual Emails manually or from templates, as well as direct SMS messages from the contact view.
Macanta Software - List view of any Data Objects the viewed contact has a relationship to, with easy access to all Notes, Relationships, Attached Files as well as complete Data and Automation History
Macanta Software - Create a custom interface layout for any and all data you need to hold on your prospects, customers and the additional data related to the running of your business and processes.
Macanta Software - Individual Data Object view of all Related Contacts, Notes and Attached Files..
Macanta video
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Macanta Software - Create a clear dashboard showing tasks, leads, progress stages etc, with easy single or bulk Email and SMS direct from the dashboard. - thumbnail
Macanta Software - Clear contact view with easy access to Notes, Tasks, History and full contact info. Send individual Emails manually or from templates, as well as direct SMS messages from the contact view. - thumbnail
Macanta Software - List view of any Data Objects the viewed contact has a relationship to, with easy access to all Notes, Relationships, Attached Files as well as complete Data and Automation History - thumbnail
Macanta Software - Create a custom interface layout for any and all data you need to hold on your prospects, customers and the additional data related to the running of your business and processes. - thumbnail
Macanta Software - Individual Data Object view of all Related Contacts, Notes and Attached Files.. - thumbnail

Macanta pricing overview

See pricing plans

Macanta has a free version. Macanta paid version starts at £29.00/month.


Starting Price

£29.00/month See pricing details

Free Version

Yes

Macanta deployment and support

Support

  • Email/Help Desk
  • Knowledge Base

Deployment

  • Cloud, SaaS, Web-based
  • Android (Mobile)
  • iPhone (Mobile)
  • iPad (Mobile)

Training

  • Live Online
  • Webinars
  • Documentation
  • Videos

Macanta Features

  • API
  • Access Controls/Permissions
  • Activity Dashboard
  • Activity Tracking
  • Alerts/Notifications
  • Approval Process Control
  • Audit Management
  • Audit Trail
  • Business Process Automation
  • Business Process Control
  • CRM
  • Calendar Management
  • Collaboration Tools
  • Commenting/Notes
  • Compliance Management
  • Configurable Workflow
  • Customisable Forms
  • Customisable Reports
  • Customisable Templates
  • Customizable Fields
  • Data Import/Export
  • Data Visualisation
  • Document Management
  • Document Storage
  • Drag & Drop
  • Email Management
  • Forms Management
  • Graphical Workflow Editor
  • Monitoring
  • No-Code
  • Process Change Tracking
  • Process Control
  • Process Modeling & Designing
  • Projections
  • Real Time Data
  • Real Time Reporting
  • Real-time Updates
  • Reporting & Statistics
  • Reporting/Analytics
  • Role-Based Permissions
  • Rules-Based Workflow
  • Task Management
  • Task Progress Tracking
  • Template Management
  • Templates
  • Third Party Integrations
  • User Management
  • Version Control
  • Visual Workflow Management
  • Workflow Management

View full list of Business Process Management Software

  • API
  • Activity Dashboard
  • Activity Management
  • Activity Tracking
  • Alerts/Notifications
  • CRM
  • Calendar Management
  • Calendar Sync
  • Calendar/Reminder System
  • Campaign Management
  • Contact Database
  • Contact Management
  • Customer Database
  • Customisable Reports
  • Customisable Templates
  • Customizable Fields
  • Data Import/Export
  • Document Storage
  • Drag & Drop
  • Email Management
  • Email Marketing
  • Email Templates
  • Forecasting
  • Interaction Tracking
  • Internal Chat Integration
  • Lead Capture
  • Lead Generation
  • Lead Management
  • Lead Qualification
  • Marketing Automation
  • Mobile Access
  • Opportunity Management
  • Pipeline Management
  • Projections
  • Quotes/Estimates
  • Referral Tracking
  • Reminders
  • Reporting & Statistics
  • Reporting/Analytics
  • Sales Forecasting
  • Sales Pipeline Management
  • Sales Reports
  • Sales Trend Analysis
  • Segmentation
  • Social Media Integration
  • Task Management
  • Territory Management
  • Third Party Integrations
  • Workflow Management

View full list of CRM Software

  • Business Card/Badge Scanning
  • Calendar/Reminder System
  • Contact Management
  • Document Storage
  • Email Management
  • Forecasting
  • Interaction Tracking
  • Lead Management
  • Lead Qualification
  • Live Chat
  • Marketing Automation
  • Quotes/Estimates
  • Reporting/Analytics
  • Sales Pipeline Management
  • Segmentation
  • Social Media Integration
  • Task Management
  • Territory Management

View full list of CRM for Small Businesses

  • API
  • Access Controls/Permissions
  • Accounting Integration
  • Activity Dashboard
  • Activity Management
  • Activity Tracking
  • Audit Management
  • Automatic Re-ordering
  • Billing & Invoicing
  • CRM
  • Calendar Management
  • Commission Management
  • Compliance Management
  • Construction Tracker
  • Credit Card Processing
  • Customer Database
  • Customer History
  • Customisable Reports
  • Customisable Templates
  • Data Import/Export
  • Electronic Payments
  • Email Management
  • Email Marketing
  • Employee Management
  • Forecasting
  • Franchise Intranet
  • Historical Reporting
  • Interaction Tracking
  • Inventory Management
  • Inventory Tracking
  • Invoice Management
  • Job Scheduling
  • Lead Management
  • Mobile Access
  • Monitoring
  • Multi-Location
  • Online Store
  • Performance Metrics
  • QuickBooks Integration
  • Real Time Data
  • Real Time Reporting
  • Real-time Updates
  • Reminders
  • Reporting & Statistics
  • Sales Reports
  • Search/Filter
  • Task Management
  • Third Party Integrations
  • Website Management
  • Workflow Management

View full list of Franchise Management Software

  • Collaboration Tools
  • Deployment Management
  • Drag & Drop
  • For No-Code Development
  • Integrations Management
  • Performance Metrics
  • Pre-Built Modules
  • Visual Modeling
  • Web/Mobile App Development
  • Workflow Management

View full list of No Code Platform Software

  • API
  • Activity Dashboard
  • Activity Tracking
  • CRM
  • Calendar Management
  • Calendar Sync
  • Campaign Management
  • Cataloguing/Categorisation
  • Collaboration Tools
  • Contact Database
  • Contact Management
  • Customer Database
  • Customer Service Analytics
  • Customer Support
  • Customer Surveys
  • Customisable Templates
  • Customizable Fields
  • Data Import/Export
  • Document Storage
  • Drag & Drop
  • Email Management
  • Email Marketing
  • Email Response Control
  • Email Templates
  • Email Tracking
  • FAQ
  • Forecasting
  • Interaction Tracking
  • Knowledge Management
  • Lead Capture
  • Lead Management
  • Live Chat
  • Opportunity Management
  • Performance Metrics
  • Pipeline Management
  • Reminders
  • Reporting & Statistics
  • Request Escalation
  • Routing
  • Sales Forecasting
  • Sales Reports
  • Sales Trend Analysis
  • Search/Filter
  • Self Service Portal
  • Social Media Integration
  • Task Management
  • Third Party Integrations
  • Web-based Deployment
  • Workflow Management
  • XML / RSS

View full list of Online CRM Software

  • API
  • Access Controls/Permissions
  • Activity Dashboard
  • Activity Tracking
  • Approval Process Control
  • Billable Items Tracking
  • Billing & Invoicing
  • CRM
  • Calendar Management
  • Client Portal
  • Collaboration Tools
  • Customisable Reports
  • Customizable Fields
  • Document Management
  • Document Storage
  • Drag & Drop
  • Email Management
  • Expense Tracking
  • Forecasting
  • Gantt/Timeline View
  • Invoice Management
  • Monitoring
  • Multiple Projects
  • Performance Metrics
  • Portfolio Management
  • Progress Tracking
  • Project Management
  • Project Planning
  • Project Templates
  • Project Time Tracking
  • Project Tracking
  • Project Workflow
  • Projections
  • Proposal Generation
  • Quotes/Estimates
  • Real Time Analytics
  • Real Time Data
  • Real Time Reporting
  • Real-time Updates
  • Reporting & Statistics
  • Resource Allocation & Planning
  • Resource Management
  • Task Management
  • Task Planning
  • Task Progress Tracking
  • Task Scheduling
  • Third Party Integrations
  • Time & Expense Tracking
  • Timesheet Management
  • Workflow Management

View full list of Professional Services Automation Software

  • API
  • Access Controls/Permissions
  • Activity Dashboard
  • Activity Tracking
  • Alerts/Notifications
  • Appointment Management
  • Appointment Scheduling
  • CRM
  • Calendar Management
  • Campaign Management
  • Client Management
  • Client/Property Matching
  • Commission Management
  • Contact Database
  • Contact Management
  • Customer Database
  • Customisable Templates
  • Customizable Fields
  • Data Import/Export
  • Data Synchronisation
  • Document Management
  • Document Storage
  • Drag & Drop
  • Email Management
  • Email Marketing
  • Email Templates
  • Email Tracking
  • Interaction Tracking
  • Lead Capture
  • Lead Distribution
  • Lead Generation
  • Lead Management
  • Lead Nurturing
  • Lead Qualification
  • Pipeline Management
  • Pipeline Reports
  • Real Time Notifications
  • Referral Tracking
  • Reminders
  • Reporting & Statistics
  • Reporting/Analytics
  • Sales Reports
  • Segmentation
  • Social Media Integration
  • Task Management
  • Task Scheduling
  • Template Management
  • Third Party Integrations
  • Workflow Management

View full list of Real Estate CRM Software

  • API
  • Activity Dashboard
  • Activity Tracking
  • Alerts/Notifications
  • CRM
  • Calendar Management
  • Call Management
  • Campaign Management
  • Channel Management
  • Commission Management
  • Contact Database
  • Contact Management
  • Contract/License Management
  • Customer Database
  • Customer Segmentation
  • Customisable Reports
  • Customisable Templates
  • Customizable Fields
  • Data Import/Export
  • Document Storage
  • Drag & Drop
  • Email Management
  • Email Marketing
  • Email Templates
  • Email Tracking
  • Field Sales Management
  • Forecasting
  • Lead Capture
  • Lead Generation
  • Lead Management
  • Lead Qualification
  • Opportunity Management
  • Performance Metrics
  • Pipeline Management
  • Pipeline Reports
  • Proposal Generation
  • Real Time Data
  • Real Time Reporting
  • Referral Tracking
  • Reminders
  • Reporting & Statistics
  • Sales Activity Management
  • Sales Automation
  • Sales Forecasting
  • Sales Reports
  • Sales Trend Analysis
  • Task Management
  • Territory Management
  • Third Party Integrations
  • Workflow Management

View full list of Sales Force Automation Software

Macanta Alternatives

More Macanta alternatives