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Submitted URL: https://paysperse.com/
Effective URL: https://www.sperse.com/
Submission: On March 19 via api from US — Scanned from US
Effective URL: https://www.sperse.com/
Submission: On March 19 via api from US — Scanned from US
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SCALE YOUR ONLINE BUSINESS WITH SPERSE
An all-in-one system to save you time and maximize your profits, without the
hassles.
SPERSE IS A CENTRALIZED GROWTH PLATFORM TO POWER YOUR SALES, SERVICES, OR
SUBSCRIPTION BUSINESS.
We get it. We've experienced the growing pains of building fast-growing online
businesses. Running a scalable online membership business requires many
capabilities that are difficult to manage when disconnected from each other.
Sperse enables SaaS businesses with a suite of smart apps, integrations, and
capabilities to streamline and scale their membership subscriptions and sales.
GIVE YOUR CLIENTS, AFFILIATES, PARTNERS, AND TEAM THE BEST EXPERIENCE THEY
DESERVE.
Your custom client portal, website, or app
Connected to a smart management software suite.
ALL-IN-ONE SOFTWARE SUITE
Sperse connects the dots to streamline, manage and grow your online sales and
subscription businesses.
USER LOGIN MANAGEMENT
* User Login Authentication
* Passwordless Logins
* User Roles & Permissions
* Hierarchical Organizations
* Secure 2FA Authentication
CUSTOMER RELATIONSHIP MANAGER
* Customer lifecycle management
* Sales, Pipelines, and Checklists
* Unified email & SMS messages
* Send and Receive Messages
* Document Storage and Sharing
SALES & AFFILIATE MANAGEMENT
* Subscription Management System
* Products, Invoices & Payments
* Affiliate Tracking & Commissions
* WooCommerce Synchronization
* Real-time cashflow analysis
ADVANCED & CUSTOM FUNCTIONALITIES
* Custom Client Portal
* Custom branded experience
* Custom database support
* Custom workflow automation
* Extensible Business Model
PLANS FOR EVERY STAGE OF YOUR BUSINESS GROWTH.
Packed with powerful features to gain the traction you need to grow.
* Startup
* Launch
* Growth
* Fortune
* Smart contact management with multiple groups & hierarchies
* Drag & Drop pipeline funnels and lead progression
* Document management, file storage, sharing, and editing
* Team roles, permissions, assignments, and activity tracking
* Alerts and notifications system
* Team task collaboration, calendar, and scheduling
* Import wizard and export tools to sync your data
* Send and track emails, and sync with your Gmail account
* Two-factor authentication for your added security
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AUTOMATE HUB:
CONNECTING YOUR DATA
There’s been an explosion of cloud applications that work in silos. Hub is an
extensible API framework and ecosystem to connect and move your data between the
Sperse platform and the various applications your business frequently uses.
We’ve built over 150+ app integrations with many apps and can connect with
even more apps via Zapier.
Our Data Quality layer called “SCAN” (Standardize, Clean, Analyze and enrich)
checks and improves your data integrity so you have the utmost confidence in the
reliability of your data, a basic requirement for AI.
KEY FEATURES & BENEFITS OF SPERSE CRM
* CLEAR AND CONCISE DASHBOARD AND INSIGHTFUL REPORTS
* Gain meaningful insights with customized reports and dashboards. Use
intelligent reports to proactively identify your business trends. Set
filters and use pivot tables to get granular details to make better
decisions.
* PERMISSIONS BASED CLIENT AND PARTNER PORTAL
* Your clients, affiliates and partners can log-in to your customized portal
to view client details. As a custom service, we can extend or customize
the portal to show the functionality and information that you want each
person to access.
AUTOMATE YOUR EMAIL COMMUNICATIONS & NOTIFICATIONS
* Our system can be used to automate the communications alerts and
notifications to clients or team members via email or SMS. This custom
functionality can be used to update users of any changes or progress or
alert them of any timely actions they must take.
STREAMLINE AND AUTOMATE YOUR DECISIONS AND WORKFLOWS
* Sperse CRM can be customized to analyze customer input data, and apply
your custom rules to automate decisions and streamline the routing of
customers based on your custom rules. Talk to our team to explore options
to implement your specific business rules.
* SALES PIPELINE MANAGEMENT FOR LEADS & CLIENTS
* Streamline the way your team stores and tracks sales documents and
agreements with your staff and customers so you can close more deals,
faster.
* Add team members to any task, and track task progress from start to
finish.
* COLLABORATIVE DOCUMENT MANAGEMENT SYSTEM
* Create and assign tasks to your team members. With team assignments and
notifications, collaboration on tasks is easy.
* Built in Viewer and Editor, with search functionality make it easy to find
and modify documents.
* COLLABORATIVE TEAM CALENDAR AND TASK MANAGEMENT
* Create and assign tasks to your team members. With team assignments and
notifications, collaboration on tasks is easy.
* Add team members to any task, and track task progress from start to
finish.
* SMART TOOLS TO IMPORT AND EXPORT & SYNC YOUR CONTACTS
* The Import Wizard quickly imports all your customer contacts and leads
* Download your contacts using our export tools for multiple file formats.
* CONNECTIVITY TOOLS FOR OVER A THOUSAND WEB APPS WITH ZAPIER INTEGRATION
* Easily connect the Sperse CRM with over 1,000 web applications via the
Zapier API. If you need a custom app integration that’s not supported,
check with our team to explore the best options.
* CLEAR AND CONCISE DASHBOARD AND INSIGHTFUL REPORTS
* Gain meaningful insights with customized reports and dashboards. Use
intelligent reports to proactively identify your business trends. Set
filters and use pivot tables to get granular details to make better
decisions.
* PERMISSIONS BASED CLIENT AND PARTNER PORTAL
* Your clients, affiliates and partners can log-in to your customized portal
to view client details. As a custom service, we can extend or customize
the portal to show the functionality and information that you want each
person to access.
AUTOMATE YOUR EMAIL COMMUNICATIONS & NOTIFICATIONS
* Our system can be used to automate the communications alerts and
notifications to clients or team members via email or SMS. This custom
functionality can be used to update users of any changes or progress or
alert them of any timely actions they must take.
STREAMLINE AND AUTOMATE YOUR DECISIONS AND WORKFLOWS
* Sperse CRM can be customized to analyze customer input data, and apply
your custom rules to automate decisions and streamline the routing of
customers based on your custom rules. Talk to our team to explore options
to implement your specific business rules.
* SALES PIPELINE MANAGEMENT FOR LEADS & CLIENTS
* Streamline the way your team stores and tracks sales documents and
agreements with your staff and customers so you can close more deals,
faster.
* Add team members to any task, and track task progress from start to
finish.
* COLLABORATIVE DOCUMENT MANAGEMENT SYSTEM
* Create and assign tasks to your team members. With team assignments and
notifications, collaboration on tasks is easy.
* Built in Viewer and Editor, with search functionality make it easy to find
and modify documents.
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WHAT SOME OF OUR CLIENTS ARE SAYING
* I have worked with many business applications and CRMs over the years, and
nothing has been as easy to use and as customizable as Sperse. Their core
value is creating a custom portal for your clients, connected with a
centralized, automated view for all the main aspects of your business. Far
greater than the stunning technology is the disposition and professionalism
of the Sperse team, who provide the highest quality of help and insight. Each
individual of the company is deeply passionate about what they do. The real
value behind their technology comes from effective people willing and able to
solve your problems.
Shai Bar-ZivDirector of SalesRapid Phone Center
* I am thrilled to be doing business with Sperse! They are changing the
business technology landscape with a unified software platform. It's designed
so technology fits the business, rather than the other way around. The Sperse
team is most capable and fully committed to the client's success all the way.
We absolutely love working with Sperse and they've given us 5-star service!
Cheri TreeFounder & ChairmanCodebreaker Technologies, Inc.
* Sperse provides unparalleled flexibility and scalability through its platform
and API. Sperse enables us to quickly and affordably expand our tech stack
with world-class functionality. Their leadership team has been incredibly
responsive and is committed to the success of their clients and partners.
Brandon BarnumChairman & CEOHOA.com
* Sperse is flexible, yet automated. This software is a view into the future of
financial data management. Most accounting systems don't do a decent job of
cash management or cash-flow projections. Sperse connects to virtually any
data source and is supremely flexible in allowing you to look forwards and
backward with your cash flow under various scenarios.
Steve LockshinFounder & PrincipalAdvice Period
* Sperse’s masterful melding of a client portal, with business management and
intelligence tools, makes it an integrated solution in which you can truly
run your entire business. Automatons and cross-application insights propel
Sperse’s impressive scope of value to drive data-based decisions, with a
clear cashflow outlook and consolidated client lifecycle management.
Feature-rich with a sleek and intuitive design, Sperse is a forward-leaning
platform from a dedicated team. Few platforms reach the breadth of Sperse,
with many advancements on the horizon.
Shiv KapoorFounderNifty
* Sperse is a company that is dedicated to high-quality work to help its
clients succeed. It is leading the way to build modern client portals with
fully integrated workflows. They envisioned and built a cutting-edge client
portal to give our customers a remarkable experience to order our
custom-branded eco-friendly bottles. This helps Pathwater greatly expand our
revenue opportunities and automate our operational functions.
Ali OrabiCo-Founder & Chief Marketing OfficerPATH
* I have been in the CRM space since its inception. CRM Magazine recognized me
as the Father of CRM – and my company Brock Control Systems was the first CRM
to go public. I’m impressed how Sperse goes beyond traditional CRMs by taking
a unique approach to develop an invaluable solution. Their platform
holistically integrates core tools a business needs to grow profitably –
providing cross-functional capabilities and insights to companies who want to
grow online and optimize their resources. Sperse has a remarkably skilled
team that has been a pleasure to work with.
Richard Brock Founder & CEO Sales Relevance
* I have worked with many business applications and CRMs over the years, and
nothing has been as easy to use and as customizable as Sperse. Their core
value is creating a custom portal for your clients, connected with a
centralized, automated view for all the main aspects of your business. Far
greater than the stunning technology is the disposition and professionalism
of the Sperse team, who provide the highest quality of help and insight. Each
individual of the company is deeply passionate about what they do. The real
value behind their technology comes from effective people willing and able to
solve your problems.
Shai Bar-ZivDirector of SalesRapid Phone Center
* I am thrilled to be doing business with Sperse! They are changing the
business technology landscape with a unified software platform. It's designed
so technology fits the business, rather than the other way around. The Sperse
team is most capable and fully committed to the client's success all the way.
We absolutely love working with Sperse and they've given us 5-star service!
Cheri TreeFounder & ChairmanCodebreaker Technologies, Inc.
* Sperse provides unparalleled flexibility and scalability through its platform
and API. Sperse enables us to quickly and affordably expand our tech stack
with world-class functionality. Their leadership team has been incredibly
responsive and is committed to the success of their clients and partners.
Brandon BarnumChairman & CEOHOA.com
* Sperse is flexible, yet automated. This software is a view into the future of
financial data management. Most accounting systems don't do a decent job of
cash management or cash-flow projections. Sperse connects to virtually any
data source and is supremely flexible in allowing you to look forwards and
backward with your cash flow under various scenarios.
Steve LockshinFounder & PrincipalAdvice Period
* Sperse’s masterful melding of a client portal, with business management and
intelligence tools, makes it an integrated solution in which you can truly
run your entire business. Automatons and cross-application insights propel
Sperse’s impressive scope of value to drive data-based decisions, with a
clear cashflow outlook and consolidated client lifecycle management.
Feature-rich with a sleek and intuitive design, Sperse is a forward-leaning
platform from a dedicated team. Few platforms reach the breadth of Sperse,
with many advancements on the horizon.
Shiv KapoorFounderNifty
* Sperse is a company that is dedicated to high-quality work to help its
clients succeed. It is leading the way to build modern client portals with
fully integrated workflows. They envisioned and built a cutting-edge client
portal to give our customers a remarkable experience to order our
custom-branded eco-friendly bottles. This helps Pathwater greatly expand our
revenue opportunities and automate our operational functions.
Ali OrabiCo-Founder & Chief Marketing OfficerPATH
* I have been in the CRM space since its inception. CRM Magazine recognized me
as the Father of CRM – and my company Brock Control Systems was the first CRM
to go public. I’m impressed how Sperse goes beyond traditional CRMs by taking
a unique approach to develop an invaluable solution. Their platform
holistically integrates core tools a business needs to grow profitably –
providing cross-functional capabilities and insights to companies who want to
grow online and optimize their resources. Sperse has a remarkably skilled
team that has been a pleasure to work with.
Richard Brock Founder & CEO Sales Relevance
* I have worked with many business applications and CRMs over the years, and
nothing has been as easy to use and as customizable as Sperse. Their core
value is creating a custom portal for your clients, connected with a
centralized, automated view for all the main aspects of your business. Far
greater than the stunning technology is the disposition and professionalism
of the Sperse team, who provide the highest quality of help and insight. Each
individual of the company is deeply passionate about what they do. The real
value behind their technology comes from effective people willing and able to
solve your problems.
Shai Bar-ZivDirector of SalesRapid Phone Center
* I am thrilled to be doing business with Sperse! They are changing the
business technology landscape with a unified software platform. It's designed
so technology fits the business, rather than the other way around. The Sperse
team is most capable and fully committed to the client's success all the way.
We absolutely love working with Sperse and they've given us 5-star service!
Cheri TreeFounder & ChairmanCodebreaker Technologies, Inc.
* Sperse provides unparalleled flexibility and scalability through its platform
and API. Sperse enables us to quickly and affordably expand our tech stack
with world-class functionality. Their leadership team has been incredibly
responsive and is committed to the success of their clients and partners.
Brandon BarnumChairman & CEOHOA.com
* Sperse is flexible, yet automated. This software is a view into the future of
financial data management. Most accounting systems don't do a decent job of
cash management or cash-flow projections. Sperse connects to virtually any
data source and is supremely flexible in allowing you to look forwards and
backward with your cash flow under various scenarios.
Steve LockshinFounder & PrincipalAdvice Period
* Sperse’s masterful melding of a client portal, with business management and
intelligence tools, makes it an integrated solution in which you can truly
run your entire business. Automatons and cross-application insights propel
Sperse’s impressive scope of value to drive data-based decisions, with a
clear cashflow outlook and consolidated client lifecycle management.
Feature-rich with a sleek and intuitive design, Sperse is a forward-leaning
platform from a dedicated team. Few platforms reach the breadth of Sperse,
with many advancements on the horizon.
Shiv KapoorFounderNifty
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OUR RECENT CASES
* Credit Game - Canadian credit analysis and education.
* Codebreaker - Personality coding technology and training.
* LendSpace - The leader in personal finance solutions.
* HOA - Network for homeowners & home service professionals.
* PATH - Eco-friendly water bottles to rid the plastic waste.
* Credit Game - Canadian credit analysis and education.
* Codebreaker - Personality coding technology and training.
* LendSpace - The leader in personal finance solutions.
* HOA - Network for homeowners & home service professionals.
* PATH - Eco-friendly water bottles to rid the plastic waste.
* Credit Game - Canadian credit analysis and education.
* Codebreaker - Personality coding technology and training.
* LendSpace - The leader in personal finance solutions.
* HOA - Network for homeowners & home service professionals.
* PATH - Eco-friendly water bottles to rid the plastic waste.
* Credit Game - Canadian credit analysis and education.
* Codebreaker - Personality coding technology and training.
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ESSENTIAL TOOLS TO MANAGE THE ENTIRE CUSTOMER LIFECYCLE
UNMATCHED POWER TO GROW YOUR SALES OR SUBSCRIPTION BUSINESS:
* Get all customer details at your fingertips
* View your leads organized into pipelines
* View customer billing and subscriptions
* View documents shared for each contact
* At-a-glance dashboard for key metrics
* Easily import your list or Linkedin contacts
* Convenient and secure biometric login
START YOUR FREE TRIAL TODAY
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