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This product has reached its end-of-life and is no longer being supported by the vendor.CLOUD CRM
SMALL BUSINESS CRM
– WBP Systems Heap Review
Product Snapshot
Product Pricing
Contact vendor directly for pricing information.
Technology
Product is available as a SaaS solution.
Customer Focus
Vendor works with SOHO and small businesses.
Select Customers
Contact vendor directly for case studies.
About Heap
Heap is small business CRM that provides users with multiple tool sets and functionalities including calendars, contact and prospect management, and automation capabilities. The platform provide users with dashboards for displaying overdue, upcoming and current events, drop-down calendar views that display individual user events, calendar-specific events and prospect-related events, and is equipped with messaging capabilities through basic notes, email and voicemail.
The platform is designed to automatically detect and record prospect details such as social networks, Skype contact information, phone numbers, addresses and shipping tracking numbers, provides visibility into upcoming prospect attention requirements, and allows users to attach relevant documents to prospect contact profiles. Additionally, the platform allows users to set custom contact data fields, enables users to create pre-defined messages and email templates for both manual and automated sending, and is equipped to mail merge with Google Docs.
About the Company
WBP Systems is headquartered in Pullman, Washington.
Heap Key Features
- Records and displays recent prospect communications
- Accessible via mobile devices including Palm Pre, Android, BlackBerry, iPad and iPhone
- Integrates with Google Apps
- Drag-and-drop calendar functionality
- Searchable database
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