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
Robeeta Office seamlessly connects with Telegram, allowing you to receive immediate notifications when tasks are assigned. In the realm of Task Management, employees can effortlessly assign tasks to their peers, complete with comprehensive notes, deadlines, priority levels, and pertinent documents with just a click. For Sales Management, it enhances the experience for marketing executives, enabling them to effectively manage assigned sales leads and engage with customers, ensuring that no opportunities for revenue are overlooked. Visitors Management allows for meticulous tracking of each visitor's check-in and check-out times, along with entry and exit pass details. Additionally, visitor information can be stored alongside their identification proof for future reference. Attendance Management utilizes a geofencing system to monitor employee attendance, confirming their presence within a designated geographic area at the specified time to mark their attendance. Finally, the Robeeta GPS Client provides an opportunity to accurately track outdoor employees, thereby enhancing operational efficiency and accountability. This comprehensive suite of features ensures that all aspects of office management are covered, streamlining workflows and improving overall productivity.
API Access
Has API
No
API Access
Has API
No
Screenshots View All
No images available
Integrations
Telegram
No
Pricing Details
No price information available.
Free Trial
Yes
Free Version
No
Pricing Details
₹1,200.00/user/year
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)
Yes
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
Yes
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
SATHYA Technosoft India Private Limited
Founded
2008
Country
India
Website
sathyainfo.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
Task Management
Collaboration
No
Create Subtasks
No
Gamification
No
Gantt Charts
No
Mobile Access
No
Percent-Complete Tracking
No
Progress Tracking
No
Recurring Tasks
No
Reporting/Analytics
No
Spreadsheet View
No
Task Board View
No
Task Planning
No
Task Scheduling
No
Task Tracking
No
Time Tracking
No
To-Do List View
No