Merlin CRMMerlin Business Software
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Related Products
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About
With Merlin you get unlimited company and contact records, which alongside the standard fields you would expect from a CRM system, Merlin allows for approximately 40 user-definable (customisable) fields. With this you can store and report on the information you want. Tired of clicking through screens to find the relevant windows, Merlin has an intelligent, dynamic menu, which will predict and show the options you’re most likely to need next on any given page. With its fully integrated approach, Merlin records all activity against the relevant contact, so there is no duplication of data and you get a full historical archive. The Customer Relationship Management (CRM) module allows for a proactive sales force to have their diaries automatically populated with appointments scheduled for the next month, week, day or a given date range. This also works with your Accounts and Purchasing teams chasing payments or deliveries respectively.
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About
Tray.ai is an API integration platform that allows users to innovate, integrate, and automate organization with no developer resources needed. Tray.io enables users to connect their entire cloud stack on their own. With Tray.ai, users can easily build and streamline processes with a specifically designed visual workflow editor. Tray.io also empowers the users' workforce with automated processes.
The intelligence powering the first iPaaS that everyone can use to complete business processes using natural language instructions. Tray.ai is a low-code automation platform designed for both non-technical and technical users to create sophisticated workflow automations that facilitate efficient data movement and actions across multiple applications. Our low-code builder and new Merlin AI transform the automation process by bringing together the power of flexible, scalable automation; support for advanced business logic; and native generative AI capabilities that anyone can use.
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
Contact relationship management solution for companies wanting to manage accounts, relationships, and interactions with customers, prospects and suppliers
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Audience
Organizations interested in a powerful and extensible iPaaS
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
No information available.
Free Version
Free Trial
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Pricing
No information available.
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationMerlin Business Software
Founded: 1974
United Kingdom
www.merlinbusinesssoftware.com/our-software/contact-management/
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Company InformationTray.ai
Founded: 2012
United States
tray.ai
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Alternatives |
Alternatives |
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Categories |
Categories |
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Integration Features
Dashboard
ETL - Extract / Transform / Load
Metadata Management
Multiple Data Sources
Web Services
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Integrations
ChartMogul
Cisco Duo
Clearbit
Google Docs
Google Drive
IBM Watson
Ironclad
Jira
Jira Service Management
PersistIQ
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Integrations
ChartMogul
Cisco Duo
Clearbit
Google Docs
Google Drive
IBM Watson
Ironclad
Jira
Jira Service Management
PersistIQ
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