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features
design
support

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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

The simplest CRM available, which is driven by your sales process, will help you grow your business. Our simple and intelligent sales force automation software will improve customer engagement, close leads, and nurture customers. It is said that nothing happens unless someone buys something. You need leads or people to sell whatever product you are selling. This is the lifeline of sales that you can manage almost effortlessly. You don't build businesses, you build people. Then, people build the business. To continue building your business, nurture relationships through responsive communication. You can access the full ezTask.io experience from your iOS or Android device and manage your business from anywhere. We will take care of clearing out all the clutter so that you can focus on selling.

API Access

Has API Yes 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

Google No 
Match2Pay Yes 
MetaTrader 4 Yes 
Microsoft Outlook No 
Salesforce No 
VoiceSpin Yes 
cXchange Yes 

Integrations

Google Yes 
Match2Pay No 
MetaTrader 4 No 
Microsoft Outlook Yes 
Salesforce Yes 
VoiceSpin No 
cXchange No 

Pricing Details

$39 per user
Free Trial No 
Free Version No 

Pricing Details

$19/month/user
Starter: $19/user/user
Professional: $29/user/user
Premium: $59/user/user
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 No 
Android App Yes 
Windows No 
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) Yes 
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 Yes 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

Skale

Founded

2017

Country

Israel

Website

www.skalecrm.com

Vendor Details

Company Name

AppiVa Software

Founded

2016

Country

India

Website

www.appiva.in

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

CRM

Calendar/Reminder System Yes 
Call Logging Yes 
Document Storage Yes 
Email Marketing No 
Internal Chat Integration No 
Lead Scoring Yes 
Marketing Automation Integration No 
Mobile Access Yes 
Quotes / Proposals No 
Segmentation Yes 
Social Media Integration No 
Task Management Yes 
Territory Management No 

Financial CRM

Account Alerts No 
Asset Management No 
Expense Tracking No 
Household Tracking No 
Influence Tracking No 
Lead Management Yes 
Marketing Management No 
Relationship Tracking Yes 
Team Assignments Yes 
Territory Management No 

Lead Management

Activity Tracking Yes 
Campaign Management No 
Lead Capture Yes 
Lead Distribution Yes 
Lead Nurturing Yes 
Lead Scoring Yes 
Lead Segmentation Yes 
Pipeline Management Yes 
Prospecting Tools Yes 
Source Tracking Yes 

Sales Force Automation

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

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