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Description
Accelerate your business growth by effectively measuring and monitoring your sales. A brokerage firm experienced a dramatic expansion from 6 to 600 sales representatives within a year by optimizing their sales operations with the Skale Customer Revenue Management Platform. By automating client interactions, they were able to reduce acquisition costs significantly while ensuring the safety of client data for peace of mind. Learn how to boost your revenue from $2 million to $8 million in just a year with an in-house sales team while maintaining a strong focus on security, privacy, and risk management. It's crucial to track compliance and regulatory requirements to ensure stability in your operations. Instead of dedicating 1-2 days each month for internal audits, streamline the process to under half an hour weekly with Skale's platform. With the Skale Forex CRM, you gain access to a comprehensive suite of tools that enables you to start trading immediately. It offers integrated marketing, sales, and retention features along with transparent MT4 integration, payment service providers, and a variety of cutting-edge FinTech resources. Not only is the Skale CRM highly customizable, but it can also be deployed in hours rather than days, ultimately enhancing profit margins while minimizing risk exposure. With such robust capabilities, businesses can thrive in a competitive landscape.
Description
Timworks stands out as the premier client support and communication application designed to make customer support a breeze, featuring secure audit trails and unlimited client access. With its seamless integration into your favorite tools, Timworks enhances your workflow, allowing you to operate more swiftly and effectively. You can effortlessly send invoices directly from the chat to platforms like Dext or HubDoc in mere moments. Rest assured that your clients' data is protected with Timworks, which is fully compliant with GDPR standards, ensuring you're always prepared for audits while safeguarding sensitive information. Say goodbye to endless email exchanges; our real-time communication feature not only demonstrates your commitment to clients but also enables you to address their inquiries within seconds. By simply adding a colleague to the relevant client accounts, you can enjoy some much-needed downtime. Additionally, your clients will benefit from the support of our ChatGPT-powered assistant, which is equipped to handle inquiries and questions, ultimately saving you valuable hours each week and enhancing overall productivity. With Timworks, both you and your clients are set to experience a significant boost in efficiency and satisfaction.
API Access
Has API
Yes
API Access
Has API
No
Integrations
AutoEntry
No
ChatGPT
No
Datamolino
No
Dext Commerce
No
Hubdoc
No
Match2Pay
Yes
MetaTrader 4
Yes
Slack
No
VoiceSpin
Yes
Xero
No
Integrations
AutoEntry
Yes
ChatGPT
Yes
Datamolino
Yes
Dext Commerce
Yes
Hubdoc
Yes
Match2Pay
No
MetaTrader 4
No
Slack
Yes
VoiceSpin
No
Xero
Yes
Pricing Details
$39 per user
Free Trial
No
Free Version
No
Pricing Details
$63.84 per month
Free Trial
Yes
Free Version
Yes
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
Yes
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
Yes
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)
Yes
In Person
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
Yes
Vendor Details
Company Name
Skale
Founded
2017
Country
Israel
Website
www.skalecrm.com
Vendor Details
Company Name
Timworks
Country
United Kingdom
Website
www.timworks.com
Product Features
Financial CRM
Account Alerts
No
Asset Management
No
Expense Tracking
No
Household Tracking
No
Influence Tracking
No
Lead Management
No
Marketing Management
No
Relationship Tracking
No
Team Assignments
No
Territory Management
No
Product Features
Customer Service
Alerts / Escalation
No
Appointment Management
No
Call Center Management
No
Email Management
No
Knowledge Base
No
Live Chat
No
Performance Metrics
No
Queue Management
No
Self Service Portal
No
Social Media Integration
No
Surveys & Feedback
No
Virtual Assistant
No
Workflow Management
No