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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

Monitor and assess the total number of leads, calls, events, and tasks weekly while analyzing performance through visual charts. Manage tasks assigned to specific leads, adjusting their priority levels, statuses, and deadlines to ensure timely completion. Maintain daily, informal notes on customer interactions, analyses, and other relevant information that may arise. Assign unique IDs for events or meetings to prevent any mix-ups, and document the location and progress status of ongoing events. Ensure no detail from phone calls is overlooked by recording the lead's name, the reason for their contact, the subject discussed, call type, date, and lead status. Keep a systematic record of customer inquiries related to quotes, payment summaries, or other questions to maintain clarity. From the initial identification of leads to nurturing customer relationships, Effitrac remains a steadfast ally. Effitrac empowers you to gain insights, strategize, and respond effectively to your customers' needs, which is crucial for making informed decisions. By utilizing these tools, you can enhance your overall productivity and strengthen your customer engagement.

Description

Centralize all details regarding your event in a single location while utilizing a streamlined setup that requires no prior experience. Present your occasion effectively with a comprehensive agenda that features various tracks, lists of speakers and sponsors, actionable buttons, and additional elements. Additionally, we provide a unique feature that allows you to display tailored data for individual registrants. Handle intricate events involving multiple sessions, accommodation, and travel arrangements using Forms-Wizard registration forms designed specifically for conferences and gatherings. Our platform allows for the creation of distinct tracks tailored to diverse attendees, management of inventory, and direct fee collection through your registration form. We take pride in our expertise in organizing company retreats and have developed a specialized system to cater to this niche. Gathering leads from prospective clients is crucial for your event's success. With Lead Wizard, you can efficiently gather leads from attendees during the event, saving both time and resources, while also enhancing your networking opportunities. In doing so, you ensure that your event not only meets but exceeds your objectives for engagement and outreach.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

No details available.

Integrations

No details available.

Pricing Details

No price information available.
Free Trial Yes 
Free Version No 

Pricing Details

$90 one-time payment
Free Trial Yes 
Free Version No 

Deployment

Web-Based No 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
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 Yes 

Types of Training

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

Types of Training

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

Vendor Details

Company Name

Effitrac Solutions

Founded

2012

Country

India

Website

www.effitrac.com/crm-software

Vendor Details

Company Name

ProMarketing Wizard

Founded

2010

Country

Israel

Website

www.forms-wizard.com

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 

Product Features

Event Management

Attendee Management Yes 
Badge Management No 
Conferences / Conventions Yes 
Exhibit / Vendor Management No 
Gamification Yes 
Room Block Management Yes 
Social Media Promotion Yes 
Sponsorship Management No 
Surveys & Feedback No 
Ticketing No 
Volunteer Management Yes 
Weddings / Parties No 

Registration

Activity Registration No 
Attendance Management No 
Badge Management No 
Calendar Management No 
Class Registration No 
Contact Management No 
Event Registration Yes 
Form Builder Yes 
Group Registration No 
Marketing Management No 
Online Registration Yes 
Onsite Registration No 
Payment Processing Yes 
Refund Automation No 
Self Check-In Yes 
Surveys & Feedback No 

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