Effitrac CRMEffitrac Solutions
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Related Products
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About
Track and view the total leads, calls, events and tasks on a weekly basis and analyse the performance using charts. Track the tasks allotted with respect to the particular lead and optimize the priority level, status and due date of task completion. Take daily, free hand notes on customer details, analysis or anything that is important. Allot an ID for events or meetings to avoid confusion and note down the location and status for the event that is on progress. Never miss the details of a phone call! Record the lead name, their purpose for contacting you, subject spoken on, call type, call date and status of the lead. Keep a track on the customer sales enquiry regarding quotation, payment summary or any of their queries without muddling yourself. From identifying your lead to building your customer relationship, Effitrac supports you invariably. Effitrac lets you understand, plan and act according to your customer needs, which is the key for great decisions.
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About
Meetings, mails, calls or internal notes. Log it all in the system. Store generated or uploaded documents. Complete history of cooperation you will find in one place. Help yourself and coworkers with high quality service. You don’t have to adapt the organization to the app, introduce your own solution. Adjust the forms and work with worked-out solutions. Centrally shared information helps avoid duplication. Information can be tagged and segmented. Define what details are crucial to fill in. Written down data you can filter and collate in reports. Garner information for better understanding of clients preferences. Send apropriate quotes in the most relevant moment. Managing business relations was never that simple.
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Platforms Supported
Windows
Not Supported
Mac
Not Supported
Linux
Not Supported
Cloud
Not Supported
On-Premises
Not Supported
iPhone
Supported
iPad
Supported
Android
Supported
Chromebook
Not Supported
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Platforms Supported
Windows
Not Supported
Mac
Not Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Not Supported
iPad
Not Supported
Android
Not Supported
Chromebook
Not Supported
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Audience
Companies in need of an CRM solution
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Audience
CRM solution for organizations
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Support
Phone Support
Supported
24/7 Live Support
Not Supported
Online
Supported
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Support
Phone Support
Supported
24/7 Live Support
Not Supported
Online
Supported
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API
Offers API
Not Supported
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API
Offers API
Not Supported
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
No information available.
Free Version
Not Supported
Free Trial
Supported
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Pricing
$27 per month
Free Version
Not Supported
Free Trial
Supported
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Reviews/
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Reviews/
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Training
Documentation
Supported
Webinars
Not Supported
Live Online
Not Supported
In Person
Not Supported
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Training
Documentation
Supported
Webinars
Not Supported
Live Online
Supported
In Person
Not Supported
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Company InformationEffitrac Solutions
Founded: 2012
India
www.effitrac.com/crm-software
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Company InformationHelmdeck
Founded: 2015
Poland
helmdeck.com
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Categories |
Categories |
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CRM Features
Calendar/Reminder System
Supported
Call Logging
Not Supported
Document Storage
Not Supported
Email Marketing
Supported
Internal Chat Integration
Supported
Lead Scoring
Supported
Marketing Automation Integration
Not Supported
Mobile Access
Not Supported
Quotes / Proposals
Not Supported
Segmentation
Supported
Social Media Integration
Not Supported
Task Management
Not Supported
Territory Management
Not Supported
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Integrations
No info available.
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Integrations
No info available.
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