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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

There are no limits on the number of accounts, contacts, locations, and notes you can manage. The upgraded unit tab now allows for the upkeep of customer installations. The cycle accounts feature facilitates the straightforward sorting of accounts based on criteria such as age, account code, territory, industry, or zip code. The system also includes table-driven categories for products, sales stages, causes of loss, and more. Opportunities can be updated either individually by account or in bulk. Campaigns are structured by both corporate guidelines and individual sales representatives. Each campaign can incorporate various activity steps that are triggered by specific dates or events, and all contacts and accounts can be part of multiple campaign lists. These lists can be utilized to refine the account view, enable mail merges, and create task checklists to streamline operations. Additionally, this comprehensive approach enhances collaboration and efficiency across the organization.

Description

Streamline your operations using TimelinesAI to oversee WhatsApp for your business, enhancing both sales and customer support efforts. With the ability to establish personalized rules on WhatsApp, you can concentrate on scaling your business effectively. After a one-time setup for integration, your CRM will receive updates automatically, ensuring your team is always informed about special promotions, offers, and important conversations with clients. TimelinesAI allows for the connection of numerous WhatsApp numbers and groups, enabling the dispatch of bulk marketing messages to your audience seamlessly. By uploading a CSV file containing contact numbers, you can initiate a mass messaging campaign on WhatsApp, and if there has been no prior communication with a contact, TimelinesAI will instantly create a new chat. Your team members can access the shared WhatsApp account from multiple devices, and you can link one WhatsApp account to up to four additional WhatsApp Web or Desktop applications used by your staff. Furthermore, by integrating a Shared Inbox, you can monitor and analyze your team's interactions with clients to ensure effective communication. This comprehensive approach not only optimizes workflow but also enhances customer engagement significantly.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Axis LMS No 
HubSpot CRM No 
HubSpot Customer Platform No 
Pipedrive No 
WhatsApp No 

Integrations

Axis LMS Yes 
HubSpot CRM Yes 
HubSpot Customer Platform Yes 
Pipedrive Yes 
WhatsApp Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

$10 per user per month
Billed annually
Free Trial Yes 
Free Version No 

Deployment

Web-Based No 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows Yes 
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 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) Yes 
In Person No 

Vendor Details

Company Name

AdvanTec Information Systems

Founded

1998

Country

United States

Website

www.advantecis.com

Vendor Details

Company Name

TimelinesAI

Founded

2018

Country

Israel

Website

timelines.ai/

Product Features

Sales Force Automation

Call Management No 
Campaign Management Yes 
Channel Management No 
Commission Management Yes 
Contact Management Yes 
Contract Management No 
Customer Database Yes 
Email Marketing Yes 
Field Sales Management No 
Lead Management Yes 
Opportunity Management Yes 
Performance Metrics Yes 
Proposal Generation No 
Referral Tracking No 
Sales Forecasting No 
Territory Management Yes 

Product Features

Customer Communications Management

Batch Communications No 
Chat / Messaging Yes 
Content Management No 
Email Distribution No 
Interactive Content No 
Multi-Channel Communications No 
On-Demand Communications No 
Personalization No 
Print Management No 
Template Management No 
Video Content No 

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