Webtrix24

Webtrix24

Webtrix Solutions
Zoho CRM

Zoho CRM

Zoho
+
+

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About

Webtrix24 is a cloud CRM and business-operations platform with general CRM, insurance CRM, and computer/equipment rental workflows. It helps teams organize leads, contacts, sales opportunities, follow-ups, tasks, projects, campaigns, customer records, invoices, payments, and reports. Insurance tools support policy and claims tracking, renewal reminders, commission management, and customer communications. Rental tools cover inventory, delivery challans, asset tracking, rental billing, returns, replacements, and product history. The platform is aimed at service businesses and agencies, sales and support teams, insurance agents and brokers, and computer or equipment rental businesses. A free plan is available, with paid plans and feature limits that vary by CRM type.

About

Zoho CRM delivers a basic and clean interface layout that has a variety of unique features that drive to help lead conversion rates. With an intuitive dashboard, the CRM can run 'macros' to streamline how a lead is contacted and tracked through the process of a sales. Administrators can monitor missed opportunities and best performing agent users, and also make business-impacting decisions using the sales report function.

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

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Supported
iPad Supported
Android Supported
Chromebook Not Supported

Audience

Insurance agencies, rental businesses, hospitality businesses, and education organizations.

Audience

Zoho CRM is built for large-scale enterprises, operating in any industry

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 Supported

API

Offers API Supported

Screenshots and Videos

Screenshots and Videos

Pricing

₹0
A free-forever plan is available. General CRM Growth costs ₹299/month, billed yearly at ₹3,588 plus tax; Enterprise costs ₹499/month, billed yearly at ₹5,988 plus tax. Insurance CRM starts at ₹349/month, and Computer Rental CRM starts at ₹499/month.
Free Version Not Supported
Free Trial Supported

Pricing

$14.00/month/user
Standard Edition - $14/user/month
Professional - $23/user/month
Enterprise - $40/user/month
Ultimate - $52/user/month

Get a 15-day FREE Trial with every edition.
Free Version 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:

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Reviews/Ratings

Overall 4.5 / 5
ease 4.5 / 5
features 4.6 / 5
design 4.5 / 5
support 4.4 / 5

Pros & Cons from Real Users

Pros

  • Zoho CRM enhances real-time engagement with our customers across multiple channels. It is simple to streamline and automate our marketing strategies with Zoho CRM. Ability to build strong customer relationships.
  • It is simple to build and maintain long-lasting customer relationships with Zoho CRM. Again, it is possible to create and run successful marketing campaigns using Zoho CRM. It is possible to identify and generate new leads and customers with Zoho CRM.
  • The Platform's automation features, including workflow rules & macros contributes to increase operational efficiency. Its affordability especially for small to medium sized business adds significant value.
  • It stands out to be a great solution for customer relationship management. The platform offers amazing features like intuitive contact list & lead management, empowering businesses to efficiently organize & track interactions with our clients.
  • + The customization at the user level is very complete, it is not necessary to have administrative permissions to be able to adapt the workstation of this platform and adapt it according to each department or need that is had at that moment. I found it very impressive that it could be adapted without going through so much process when it came to needing or not needing a major feature or integration for development within Zono CRM. There are certain things that are a bit limiting, but in general everything works very well both at the administrative level and at the user level. + It is very easy to be able to generate support tickets for both clients and employees for my company, for me it is important to have resolutions on both sides and that everything is as bilateral as possible to be able to promote my business as best as possible without having problems with my clients or with the employees of my company. With this feature I can have a follow-up on any problem or doubt that arises inside and outside the company, by this I mean with clients and potential clients, thus being able to have a better relationship with each person who requires a service from my company. . + It is very easy to be able to integrate multiple Zoho CRM platforms, for me it is very important to have a centralized chat like Slack so as not to have to lose the thread of the conversation of each project or task that is handled within my company, in addition to the contacts of the clients is easy to import and thus have a single way where you can have internal conversations. Likewise, I have been able to integrate it with Airtable for project management without having to pass everything manually from a project and even less when it is in process. With this, it gave me the freedom that my clients were closer to each project by being able to keep clear the goals met in each section of each project involved. + The customer service is very complete and friendly, it has given me several solutions to my problems when I needed to integrate certain applications or optimize certain work. I am very grateful that there is a direct contact with this platform and that it provides solutions to empower my company without having obstacles in the way. I hope that you can implement more solutions on your website to make it easier to understand or manage this platform.

Cons

  • Zoho CRM is pleasant in all aspects thus I got nothing to comment as negative.
  • I'm delighted with Zoho CRM performance hence I don't have any to dislike.
  • The learning curve for mastering advanced features may be steep for new users to CRM systems. Some users may also find reporting features less intuitive compared to other CRM systems.
  • As our business have some complex processes the initial setup & configuration has been a bit intricate. Also for using the advanced features we have to organize a internal trainings.
  • - The mobile application is a disaster since it is not as integrated as the web version or the desktop version. The iOS app is more stable however it lacks features, but the Android version is the most unstable and incomplete I've ever used, there are features that aren't available and the ones that are sometimes just don't work causing me to switch to the desktop version to be able to carry out a more complete CRM follow-up since I don't like the instability it has in Android. This is not annoying for me but for several workers in my company who have this version as well, so I would like you to optimize the application and add all the Zoho CRM features both on Android and iOS. - You have to look around the interface a lot since it is not well designed for me, plus all the functions are scattered everywhere, this causes confusion when locating a specific function. This requires that you have to get used to where each function is located to be able to work within this platform properly without any problem. I would prefer a complete update of the interface since it has been the same face of Zoho CRM for a long time, I feel it is very outdated or archaic and very difficult to get used to, making this a long-term solution since you have to keep in mind that not all are familiar with this platform. - Prices should be more flexible with small businesses and the medium market, since it seems that this platform is focused on enterprises due to the cost per user. The cost of having high prices is that small businesses look for better alternatives to Zoho CRM since it is very expensive at the beginning when there is no definitive solution with this platform and more when it is difficult to adapt to the features and tools it offers. It would also be good to include business solutions to be able to use this platform as small courses on how to start any business with Zoho CRM. - There is a complication regarding the fields that are added to the clients, by this I mean that there are fields that are added by default and that cannot be deleted, this causes a bit of problems when adding similar but different fields features. They should be more permissible with this theme because despite the fact that this platform is very customizable, it is also limiting in certain aspects that hinder daily work and that makes it not so "customizable".

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Supported

Training

Documentation Supported
Webinars Supported
Live Online Not Supported
In Person Supported

Company Information

Webtrix Solutions
Founded: 2020
India
webtrix24.com

Company Information

Zoho
Founded: 1996
United States
www.zoho.com/crm/

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Categories

CRM Supported
Insurance CRM Supported

Categories

CRM Supported
Insurance CRM Supported
Lead Management Supported
Quote-to-Cash Supported
RFM Analysis Supported
Sales Gamification Supported
Sales Tracking Supported

CRM Features

Calendar/Reminder System Supported
Call Logging Supported
Document Storage Supported
Email Marketing Supported
Internal Chat Integration Supported
Lead Scoring Supported
Marketing Automation Integration Supported
Mobile Access Supported
Quotes / Proposals Supported
Segmentation Supported
Social Media Integration Supported
Task Management Supported
Territory Management Supported

Lead Management Features

Activity Tracking Not Supported
Campaign Management Supported
Lead Capture Supported
Lead Distribution Not Supported
Lead Nurturing Supported
Lead Scoring Supported
Lead Segmentation Supported
Pipeline Management Supported
Prospecting Tools Not Supported
Source Tracking Supported

Sales Force Automation Features

Call Management Supported
Campaign Management Supported
Channel Management Supported
Commission Management Not Supported
Contact Management Supported
Contract Management Not Supported
Customer Database Supported
Email Marketing Supported
Field Sales Management Supported
Lead Management Supported
Opportunity Management Supported
Performance Metrics Supported
Proposal Generation Not Supported
Referral Tracking Supported
Sales Forecasting Supported
Territory Management Supported

Sales Performance Management Features

Incentive Compensation Management (ICM) Not Supported
Predictive Sales Analytics Supported
Quota Management Not Supported
Reporting / Analytics Supported
Sales Coaching Analysis Not Supported
Sales Gamification Supported
Sales Performance Tracking Supported
Sales Planning & Forecasting Supported
Territory Management Supported

Integrations

Bouncy Not Supported
BrightPlans Not Supported
Clearwell AI Not Supported
CoreInteract by Altigen Not Supported
Freshdesk Not Supported
Habsy Not Supported
LeadPost Not Supported
Mail360 Not Supported
Mailparser Not Supported
PBXware Not Supported
Pepsales AI Not Supported
Popup Maker Not Supported
ScoreDetect Not Supported
Storydoc Not Supported
TAGFI Not Supported
Wave Digital Business Card Not Supported
ZUUZ Not Supported
goDeskless Not Supported
miniOrange Not Supported
zipForm Plus Not Supported

Integrations

Bouncy Supported
BrightPlans Supported
Clearwell AI Supported
CoreInteract by Altigen Supported
Freshdesk Supported
Habsy Supported
LeadPost Supported
Mail360 Supported
Mailparser Supported
PBXware Supported
Pepsales AI Supported
Popup Maker Supported
ScoreDetect Supported
Storydoc Supported
TAGFI Supported
Wave Digital Business Card Supported
ZUUZ Supported
goDeskless Supported
miniOrange Supported
zipForm Plus Supported
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