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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

Input your new appraisal requests into Pipeline in under half a minute, and then see them instantly appear on a map alongside your other appraisals. The Order Box contains comprehensive details about each appraisal, including the address, client information, deadlines, scheduled timings, assignment categories, and access guidelines. Additionally, you can maintain thorough notes regarding the property itself. This box can be tailored to fit your specific workflow requirements. In the Scheduling section of Pipeline, you will find all appraisals awaiting inspection, along with organized and archived contact numbers and access details. You have the option to monitor appraisals in a straightforward grid layout or a calendar format, allowing for flexibility in viewing. The Appraisal Map, Grid, and Calendar can be accessed simultaneously or individually, providing a quick overview of your business activities. After a property has been inspected, any appraisals that require typing will be displayed in this section, enabling you to keep an eye on due dates and any pertinent notes necessary for completing the appraisal, such as information about typists and agent communications. This streamlined approach enhances your efficiency and keeps your workflow organized.

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

$12 per month
Includes 2 user accounts. Each additional user $5 per month
Free Trial No 
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 No 
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) No 
In Person No 

Vendor Details

Company Name

Effitrac Solutions

Founded

2012

Country

India

Website

www.effitrac.com/crm-software

Vendor Details

Company Name

Pipeline Pro

Country

United States

Website

www.pipelinepro.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 

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