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Average Ratings 0 Ratings
Description
You can either enter your contacts manually or import them from existing sources, allowing the CRM to automatically align fields, identify duplicates, and rectify incorrect information, which simplifies the onboarding process. Moreover, the platform offers the ability to standardize your sales approach through workflows, sales scripts, and email templates, while also providing visibility into your sales pipeline and forecasts, making it easy to distribute sales resources across your team. Additionally, you can send mass emails to as many as 5,000 recipients daily and up to 150,000 monthly, execute drip campaigns, and effortlessly track metrics like open rates, click-through rates, and bounce rates to evaluate how well your campaigns are performing. The system also allows for the organization of essential documents that can be used in various workflows or specific scenarios, including call scripts, HR documents, PDF contracts, marketing materials, Excel files, and PowerPoint presentations, while utilizing over 100 tagging codes to streamline document modifications and save time. This comprehensive approach not only enhances productivity but also ensures that all team members have easy access to the necessary resources for their tasks.
Description
eTag365 functions as a Sales Relationship Manager (SRM) that can operate independently or in conjunction with a CRM system. It swiftly gathers contact details in a contactless manner using methods such as Cell Number retrieval, NFC Stickers, or Text Scraper technology. This tool also establishes an effective Email Follow-up (Drip) System, allowing you to stay on the radar of your prospects effortlessly with just a few clicks. Additionally, eTag365 includes an opt-out link in its emails, ensuring compliance and user preference. The system takes over the follow-up process automatically, enhancing your prospecting potential. A standout feature of the eTag365 System is its Email DRIP capability, which enables users to craft follow-up messages through a mobile app; while entering contact details, you can activate the Email Drip option to dispatch emails over an extended timeframe. This automation significantly frees up your schedule for prospecting since follow-up calls become optional, unless you choose to engage further. With eTag365, you can streamline your sales efforts and focus more on building relationships.
API Access
Has API
No
API Access
Has API
No
Integrations
No details available.
Integrations
No details available.
Pricing Details
$59 per month
Free Trial
Yes
Free Version
No
Pricing Details
$9.99 per month
Free Trial
No
Free Version
Yes
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
Yes
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
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
Yes
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
Yes
Vendor Details
Company Name
UGRU
Founded
2011
Country
United States
Website
ugru.com
Vendor Details
Company Name
eTag365
Founded
2019
Country
United States
Website
www.eTag365.com
Product Features
CRM
Calendar/Reminder System
Yes
Call Logging
No
Document Storage
Yes
Email Marketing
Yes
Internal Chat Integration
Yes
Lead Scoring
Yes
Marketing Automation Integration
Yes
Mobile Access
Yes
Quotes / Proposals
No
Segmentation
Yes
Social Media Integration
Yes
Task Management
Yes
Territory Management
Yes
Financial CRM
Account Alerts
No
Asset Management
Yes
Expense Tracking
Yes
Household Tracking
Yes
Influence Tracking
No
Lead Management
Yes
Marketing Management
Yes
Relationship Tracking
Yes
Team Assignments
Yes
Territory Management
Yes
Product Features
Contact Management
Activity Management
No
Appointment Management
No
Contact Database
Yes
Contact History
No
Contact Import/Export
No
Customer Pipeline
No
Email Marketing
No
Group Management
No
Interaction Tracking
No
Lead Management
No
Prospecting Tools
Yes
Sales Pipeline Management
No
Search / Filter
No
Segmentation
No
Shared Contacts
No
Social Media Integration
No