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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

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

Screenshots View All

No images available

Integrations

Telegram No 

Integrations

Telegram Yes 

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 

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