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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

An efficient method for receiving follow-up reminders can serve as a superior option compared to unreliable Excel spreadsheets and cumbersome CRM systems. While jotting down your follow-ups and meetings in a diary may be convenient, it could jeopardize your business operations. Since leads come from multiple sources, consolidating them into one accessible location can save you precious time during client interactions. Each morning, you will receive an automated list of follow-ups directly in your inbox, ensuring that all your client discussions regarding deals are readily available whenever needed. You can monitor your sales team's follow-up efforts in real-time, no matter where you are. This web-based solution allows you to access your data from any device, be it a mobile phone, PC, laptop, or tablet. ProfitX emerges as a more effective alternative to traditional Excel, CRM software, and lead management systems. Tailored for savvy business owners, ProfitX empowers you to boost sales efficiently without the hassle of chaotic follow-up processes, ultimately helping you achieve greater success. Embracing such a tool can significantly streamline your operations and enhance overall productivity.

Description

TOCA CRM is a comprehensive customer relationship management solution that empowers businesses to efficiently handle contact lists, plan follow-ups, and keep detailed notes. With its cross-platform capabilities, users can access the full suite of CRM features anytime and anywhere through its mobile app available for both iOS and Android devices. Designed for ease of use, this application stands out as the most user-friendly CRM solution on the market, ensuring that maximum productivity is achieved without compromising on efficiency. Gone are the days of spending 15 minutes just to update a client's information; everything you need is readily accessible. The design is clean and straightforward, making navigation a breeze. As a fully mobile application, it enables CRM functionalities from any location around the globe, allowing users to schedule callbacks for days, weeks, months, or even years in advance. This level of convenience truly revolutionizes the way businesses manage their client relationships.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

No details available.

Integrations

No details available.

Pricing Details

$150.00/one-time/user
Free Trial Yes 
Free Version No 

Pricing Details

$69 per user per month
Free Trial Yes 
Free Version 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 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours No 
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 No 
Webinars No 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

ProfitX

Country

India

Website

profitx.in

Vendor Details

Company Name

TOCA Technologies

Country

United States

Website

www.tocacrm.com

Product Features

Inside Sales

Auto-Dialing No 
Call List Management Yes 
Call Recording No 
Campaign Management No 
Dashboard Yes 
Data Management No 
Lead Capture Yes 
Lead Distribution No 
Lead Scoring No 
Performance Management Yes 

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 

Sales Tracking

Activity Dashboard No 
Alerts / Notifications No 
Appointment Scheduling No 
Call Logging No 
Comments / Notes No 
Custom Reports No 
Document Management No 
Email Templates No 
Interaction Tracking No 
Lead Management No 
Lead Scoring No 
Pipeline Management No 
Reporting / Analytics No 
Task Management No 

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