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
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
Integrations
Box
No
Dropbox
No
iCloud
No
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