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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

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

beorg is an intuitive task and to-do list management application that empowers you to take charge of your responsibilities. Upon launching the app, you can instantly view your weekly agenda, allowing for seamless task management. Whether you're handling straightforward lists or intricate projects, beorg ensures you stay organized across work, home, and beyond, with synchronization options available for iCloud, Dropbox, WebDAV, or Box. You can easily contribute to your quick capture document from various applications or directly within beorg itself. The app features a share extension that allows for the swift addition of text and links into your inbox. Its outline editor provides a structured way to manage your tasks and notes, while the folding feature lets you hide or reveal sections, making it easier to navigate your content. You have the ability to create and modify your tasks, setting dates, statuses, priorities, and notes as needed. Tasks can be either added to your inbox or assigned directly to a specific file. When creating tasks, the user-friendly interface allows you to efficiently input schedule or deadline dates, and shifting those dates by days or weeks is a breeze. Furthermore, you can generate PDFs of your outlines for easy saving or printing, complete with formatting, links, and tables, all using a straightforward markup syntax. With beorg, staying organized has never been more accessible or efficient.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Box No 
Dropbox No 
iCloud No 

Integrations

Box Yes 
Dropbox Yes 
iCloud Yes 

Pricing Details

No price information available.
Free Trial Yes 
Free Version No 

Pricing Details

No price information available.
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 No 
On-Premises No 
iPhone App Yes 
iPad App Yes 
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

Apps On The Move

Country

United Kingdom

Website

beorgapp.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 Yes 
Gamification No 
Gantt Charts No 
Mobile Access Yes 
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 Yes 

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