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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
Introducing a complimentary Project Management System tailored for agencies, digital marketers, consultants, and start-ups. This innovative platform has been created specifically for emerging digital marketing agencies and individuals by a young, award-winning agency with 18 years of experience. It boasts a user-friendly design that caters to the unique needs of digital marketing firms. Within just five minutes, users can establish projects by specifying start and end dates, allocating time, adding tasks, and designating a Project Manager along with staff, freelancers, or remote workers for each task. Clients can be granted access at any time, and permissions for staff or clients can be adjusted as needed. Tasks can be prioritized visually using color codes for easy identification. Users can keep track of tasks pending their approval, manage and monitor time for every assignment, and utilize time trackers for each team member. The system also features a progress bar to indicate task status, allows for file uploads and sharing, and includes rich text messaging along with real-time notifications to enhance communication. Overall, this platform aims to streamline project management in the digital marketing landscape.
API Access
Has API
No
API Access
Has API
No
Screenshots View All
No images available
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
No
Free Version
Yes
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
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
No
Types of Training
Training Docs
No
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
White Digital
Founded
2002
Country
India
Website
ezypms.agency
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
Project Management
Agile Methodologies
No
Budget Management
No
Client Portal
No
Collaboration Tools
No
Cost-to-Completion Tracking
No
Customizable Templates
No
Gantt Charts
No
Idea Management
No
Kanban Board
No
Milestone Tracking
No
Portfolio Management
No
Resource Management
No
Time & Expense Tracking
No
Traditional Methodologies
No