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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

The Visual Builder allows users to create tailored automations for applications efficiently. It also enables access to data from outside REST services, facilitating the development of advanced technologies and systems without significant investment of time or resources. With this tool, users can easily enhance their existing methods, ensuring they have the necessary integration, robotic functions, and security measures across all processes. Furthermore, it consolidates company objectives and related tasks in a single platform, allowing for effective monitoring of progress and real-time evaluation of initiatives. Users can streamline their operations by eliminating the need for multiple connections to various enterprise systems, benefiting from a centralized repository of high-quality, reusable data frameworks that can be easily shared. Additionally, workflows can be recorded and executed repeatedly, simplifying the process of running tasks multiple times and minimizing operational complexity. This innovative approach not only saves time but also fosters collaboration and efficiency within teams.

Description

eXert CRM Software serves as a sophisticated web-based tool that merges sales, support, and planning functionalities to effectively engage the target audience, thus providing a clearer insight into the company's performance in lead generation, follow-ups, categorization, sales funnel management, and forecasting related to its diverse offerings. This CRM system is equipped with cutting-edge integration features, making it accessible across various devices, including tablets and smartphones. Designed with contemporary lifestyles and demographic trends in mind, eXert CRM enhances client and customer management efficiency through comprehensive 360-degree integration, which includes elements such as quotations and orders, among others. Moreover, it empowers users to make informed decisions based on real-time data analytics, further streamlining business processes.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Google Chrome Yes 

Integrations

Google Chrome No 

Pricing Details

$14 .99 per month
Free Trial No 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs No 
Webinars Yes 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

BotPath

Country

United States

Website

botpath.com

Vendor Details

Company Name

eXertERP

Website

www.exerterp.com

Product Features

Robotic Process Automation (RPA)

Analytics No 
Attended Automation No 
Code-free Development No 
Image Recognition No 
Optical Character Recognition No 
Process Builder No 
Third Party Application Integration No 
Unattended Automation No 

Product Features

CRM

Calendar/Reminder System Yes 
Call Logging Yes 
Document Storage Yes 
Email Marketing Yes 
Internal Chat Integration Yes 
Lead Scoring No 
Marketing Automation Integration Yes 
Mobile Access Yes 
Quotes / Proposals Yes 
Segmentation Yes 
Social Media Integration Yes 
Task Management Yes 
Territory Management No 

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