Effitrac CRM

Effitrac CRM

Effitrac Solutions
ezyPMS

ezyPMS

White Digital
+
+

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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

Free Project Management System for Agencies, Digital Marketers, Consultants and Start-ups. The new age platform built exclusively for digital marketing agency start-ups, individuals and consultants by a 18 year old award winning digital marketing agency. Ease of Use, specially designed for Digital Marketing Agencies. Create Projects in less than 5 minutes with start and expected end date, allot time, add tasks, assign Project Manager and Staff / Freelancers / Remote Workers for every task. Provide access to clients as and when needed. Add or remove access to staff/client as you wish. Set priority with color to identify tasks at a glance. Waiting for Your Approval. Allot and track time for every task. Time trackers for every staff. Progress bar and task status. File uploads and sharing. Rich text messaging and real time notifications.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Companies in need of an CRM solution

Audience

Digital marketing agencies that need project management, task management, work collaboration, goal-settling, and more

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

No images available

Pricing

No information available.
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

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
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

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

Company Information

White Digital
Founded: 2002
India
ezypms.agency

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Categories

CRM

Categories

Integrations

No info available.

Integrations

No info available.
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