Average Ratings 0 Ratings
Average Ratings 0 Ratings
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
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