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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

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 

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

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 

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