Effitrac CRM

Effitrac CRM

Effitrac Solutions
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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.

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.

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

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

Audience

Companies in need of an CRM solution

Audience

CRM solution for organizations

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

API

Offers API Not Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version Not Supported
Free Trial Supported

Pricing

$27 per month
Free Version Not Supported
Free Trial Supported

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation Supported
Webinars Not Supported
Live Online Not Supported
In Person Not Supported

Training

Documentation Supported
Webinars Not Supported
Live Online Supported
In Person Not Supported

Company Information

Effitrac Solutions
Founded: 2012
India
www.effitrac.com/crm-software

Company Information

Helmdeck
Founded: 2015
Poland
helmdeck.com

Alternatives

ezyPMS

ezyPMS

White Digital

Alternatives

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Sales Accelerator

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SpinOffice CRM

SpinOffice CRM

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TaskEye

TaskEye

Uffizio
Reflect CRM

Reflect CRM

NCH Software
CVenture

CVenture

Chamunda Tech-Net Service

Categories

CRM Supported

Categories

CRM Supported

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

Integrations

No info available.

Integrations

No info available.
Claim Effitrac CRM and update features and information
Claim Effitrac CRM and update features and information
Claim Helmdeck and update features and information
Claim Helmdeck and update features and information