Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Discover an affordable CRM solution tailored for B2B sales teams of any size. Enhance your sales pipeline by swiftly pinpointing crucial opportunities and risks while organizing activities to successfully convert more leads into customers with workXmate CRM. Access comprehensive sales data at your fingertips, including tracking for leads, accounts, contacts, opportunities, activities, invoices, quotes, and payments. With integrated Tally functionality, ensure transactions are error-free and transparent for customers; effortlessly transition qualified leads into opportunities and quotes into invoices using this CRM. Enjoy complete sales force automation available on the cloud as a Software as a Service (SaaS), empowering your sales team with the tools necessary to make informed business decisions and close deals more rapidly. Furthermore, leverage the CRM's capabilities to segment your customer base effectively, applying industry best practices to concentrate on engaging your most lucrative segments for maximum returns.
Description
An intuitive CRM platform enables you to engage with prospective clients throughout the enquiry and sales process, generate and distribute quotes effortlessly, and manage projects, tasks, and job assignments with simplicity while seamlessly sending invoices. Essentially, it boosts your productivity, allowing you to dedicate more time to expanding your business. Our system is operational around the clock, requiring only your username and password for access. The dashboard leverages sophisticated algorithms and extensive coding to learn from your interactions, personalizing the experience and providing crucial insights at a glance regarding quotes, estimates, and invoices, empowering you to make informed business decisions. Enjoy a comprehensive overview of all your transactions presented on a visually appealing mobile interface, where every action taken by your sales representatives on each deal can be logged, monitored, and followed up efficiently. You can also set up product or service SKUs, swiftly prepare estimates, and share them with clients for immediate approval, ensuring a smooth workflow. With these features, your team can stay organized and responsive to customer needs like never before.
API Access
Has API
No
API Access
Has API
No
Integrations
TallyPrime
No
Pricing Details
$5 per user per month
Free Trial
No
Free Version
Yes
Pricing Details
$65.93 per year
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
Yes
Windows
Yes
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
Yes
Webinars
No
Live Training (Online)
Yes
In Person
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
No
Vendor Details
Company Name
workXmate
Country
India
Website
www.workxmate.com
Vendor Details
Company Name
OneBizStore Technologies
Country
India
Website
onedigiflow.com
Product Features
CRM
Calendar/Reminder System
Yes
Call Logging
No
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
Product Features
CRM
Calendar/Reminder System
No
Call Logging
No
Document Storage
No
Email Marketing
No
Internal Chat Integration
No
Lead Scoring
No
Marketing Automation Integration
No
Mobile Access
No
Quotes / Proposals
No
Segmentation
No
Social Media Integration
No
Task Management
No
Territory Management
No