Macanta

Macanta is a powerful no-code solution that functions as a custom CRM and process automation system for all your business needs.

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.

Create a customizable role and contact-based interface that displays all your organization’s tasks at a glance.

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.

Use data objects to add details you want and tailor the solution to match your processes.

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.

Use relationships to get a full picture of the connection between your contacts and data.

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.

Use the powerful automation engine to set up trigger conditions and trigger actions.

There’s nothing worse than investing time into a workflow that doesn’t get the results you need. (“Good news: I’ve alphabetized my Rolodex of clients. Bad news: I can’t share it with you.”)

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.

Get lifetime access to Macanta today!