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
When managing an Operator CMS, you have the ability to prolong the expiration duration of a pending booking, which is set to a default of 30 minutes, in addition to saving quotes and incorporating custom services into either a booking or a quotation. Services that are added to the cart can be designated as Only Cost items, meaning they remain hidden from the client, yet all associated processes, including notifications to relevant providers, are executed as usual. Furthermore, any travel services you input into the system can be utilized to generate tailored quotations and spontaneous reservations. You maintain comprehensive oversight of all services linked to a booking or quotation, allowing for modifications to be made both prior to and after the cart's confirmation. Additionally, you can navigate through various pages equipped with multiple filters to efficiently search through existing bookings, reserved items, purchases, and sales orders. Each component within a booking or quote can be classified as Available or On Request, and you have the option to determine whether or not to utilize the allotment specified in the relevant contract. This flexibility ensures that your booking management process is both adaptable and efficient.
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
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)
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)
Yes
In Person
Yes
Vendor Details
Company Name
Effitrac Solutions
Founded
2012
Country
India
Website
www.effitrac.com/crm-software
Vendor Details
Company Name
Adalte
Country
Italy
Website
www.adalte.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
Tour Operator
Accommodation Booking
No
Activities Booking
No
Central Reservation System
No
Coach Booking
No
Custom Packages
No
Customer Management
No
GDS / OTA Integration
No
Itinerary Creation
No
Multi-Day Tours
No
Payment Processing
No
Price / Margin Management
No
Promotions Management
No
Quote Management
No
Reservations Management
Yes
Vendor Management
No
Website Management
No