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Average Ratings 5 Ratings

Total
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features
design
support

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

You can replace your scattered cloud applications, legacy tools, or paper-based processes by one operating system that will serve your entire business. Zoho One is a single integrated platform that can transform your business' disparate activities to make it more connected and agile. You can increase productivity, improve customer experience, and more. Collect leads, close deals quickly, create invoices and quotes, sign contracts digitally, and track every metric. Close deals, manage projects and contracts, track and bill expenses and time, and stay on budget and on schedule. Create segments, send targeted surveys and campaigns at the right time, and track your performance with executive dashboards.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Access PeopleHR No 
AlertOps No 
Alohaa No 
Asana No 
Datadog No 
Dropbox No 
IBM Targetprocess No 
Jira No 
Jitbit Help Desk No 
LiveChat No 
Lucidchart No 
Opsgenie No 
Pipedrive No 
RingCentral RingEX No 
Shift No 
Sugar Sell No 
Sumo Logic No 
TrackMyTime No 
Workplace from Meta No 
Zendesk Sell No 

Integrations

Access PeopleHR Yes 
AlertOps Yes 
Alohaa Yes 
Asana Yes 
Datadog Yes 
Dropbox Yes 
IBM Targetprocess Yes 
Jira Yes 
Jitbit Help Desk Yes 
LiveChat Yes 
Lucidchart Yes 
Opsgenie Yes 
Pipedrive Yes 
RingCentral RingEX Yes 
Shift Yes 
Sugar Sell Yes 
Sumo Logic Yes 
TrackMyTime Yes 
Workplace from Meta Yes 
Zendesk Sell Yes 

Pricing Details

$5 per user per month
Free Trial No 
Free Version Yes 

Pricing Details

$45.00/month/user
Free Trial Yes 
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 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 No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

workXmate

Country

India

Website

www.workxmate.com

Vendor Details

Company Name

Zoho

Founded

1996

Country

India

Website

www.zoho.com/one/

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

Business Management

Billing & Invoicing Yes 
CRM Yes 
Employee Management Yes 
Financial Management Yes 
Inventory Management Yes 
Marketing Management Yes 
Order Management No 
Point of Sale (POS) No 
Project Management No 
Purchasing Yes 
Scheduling No 
Time & Expense Tracking Yes 
Training Management Yes 
Vendor Management Yes 

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