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
OkieDokie is an innovative ERP software specifically designed to assist educational institutions in keeping pace with modern technological advancements. It streamlines processes, enabling users to focus on more productive tasks while integrating the latest technology into their operations. One of its key features is the Admission Automation Management System, which simplifies the admissions process by automatically verifying student documents and sending message alerts to maintain accurate records. Additionally, the Attendance Management System allows for easy attendance tracking through biometrics, facial recognition, or an app, with the capability to analyze records using various filters and notify parents about their children's absenteeism through automated messages. The Exam and Gradebook Management System facilitates exam scheduling and aids in the generation of customizable report cards through its Gradebook module. Furthermore, the Fee Management System assigns a fee structure tailored to each institution's requirements and automatically generates fee receipts for students. This comprehensive suite of tools ensures that educational institutions can operate more efficiently and effectively in a rapidly evolving technological landscape.
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
No price information available.
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
Yes
iPad App
No
Android App
Yes
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)
Yes
Online Support
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
No
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
No
In Person
No
Vendor Details
Company Name
Effitrac Solutions
Founded
2012
Country
India
Website
www.effitrac.com/crm-software
Vendor Details
Company Name
OkieDokie
Founded
2016
Country
India
Website
okiedokiepay.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
School Management
Bookstore Management
No
Cafeteria Management
No
Curriculum Management
No
Facility Management
No
Financial Management
No
Higher Education
No
Housing Management
No
Independent / Private
No
K-12
No
Library Management
No
Online Calendar
No
Online Payments
No
Parent / Student Portal
No
Preschool
No
Reporting/Analytics
No
School District
No
Special Education
No
Vocational / Trade Schools
No
Student Information System
Attendance Tracking
No
Class Registration
No
Class Schedule
No
Classroom Management
No
Electronic Assignments & Tests
No
Financial Aid Management
No
Gradebook
No
Higher Education
No
Online Payments
No
Parent Portal
No
Progress Reports
No