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
Whether you operate as a single or multi-channel enterprise in the B2B, B2C, or both sectors, our open-source CRM software is designed to adapt to any business process or need. Equipped with a comprehensive array of features from the start, our open-source CRM is tailored to enhance conversion rates, boost sales, and elevate customer satisfaction. Monitor the progression of Leads into Opportunities and how those Opportunities transform into Customers. It's essential to comprehend the customer journey to deliver an exceptional experience. Take a moment to watch our video for further insights into our open-source CRM software. Utilize customer information, cultivate relationships, and drive sales growth using our adaptable platform. Scrutinize and evaluate every phase of the customer experience. Effectively manage both qualified and unqualified leads, keep tabs on open and closed opportunities, and assess customer successes and failures to ensure precise forecasting in your company's sales pipeline. Additionally, our platform empowers businesses to make data-driven decisions that enhance overall operational efficiency.
API Access
Has API
No
API Access
Has API
No
Integrations
HubSpot Data Hub
No
InterWeave SmartSolutions
No
Logishop
No
Mailchimp
No
Mailchimp Transactional Email (Mandrill)
No
SaveMyLeads
No
TallyPrime
Yes
Zendesk
No
dotdigital Engagement Cloud
No
Integrations
HubSpot Data Hub
Yes
InterWeave SmartSolutions
Yes
Logishop
Yes
Mailchimp
Yes
Mailchimp Transactional Email (Mandrill)
Yes
SaveMyLeads
Yes
TallyPrime
No
Zendesk
Yes
dotdigital Engagement Cloud
Yes
Pricing Details
$5 per user per month
Free Trial
No
Free Version
Yes
Pricing Details
No price information available.
Free Trial
Yes
Free Version
Yes
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
Yes
Mac
Yes
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
No
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
Yes
Vendor Details
Company Name
workXmate
Country
India
Website
www.workxmate.com
Vendor Details
Company Name
OroCRM
Founded
2012
Country
United States
Website
www.orocrm.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
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
Yes