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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

Leverage Customer Relationship Management (CRM) tools to streamline responses, enhance reaction times, send focused communications, and monitor all activities effectively. Real-time statistics equip you with pertinent information at your fingertips, while custom metrics can be quickly tailored to meet your specific needs. With WebConnector, integrating online forms, product listings, booking systems, surveys, and customer management into any static or content management system website becomes a seamless task. Experience the benefits of automated customer acquisition! Personalized email campaigns and automated follow-up messages (FollowUps) can boost sales by an impressive 200 to 300 percent. Utilize Factura for efficient management of quotes, orders, invoices, delivery notes, reminders, and inventory. By automating various workflows, you can significantly save time and enhance productivity in your operations. This streamlined approach not only simplifies processes but also allows businesses to focus on growth and customer satisfaction.

Description

eXert CRM Software serves as a sophisticated web-based tool that merges sales, support, and planning functionalities to effectively engage the target audience, thus providing a clearer insight into the company's performance in lead generation, follow-ups, categorization, sales funnel management, and forecasting related to its diverse offerings. This CRM system is equipped with cutting-edge integration features, making it accessible across various devices, including tablets and smartphones. Designed with contemporary lifestyles and demographic trends in mind, eXert CRM enhances client and customer management efficiency through comprehensive 360-degree integration, which includes elements such as quotations and orders, among others. Moreover, it empowers users to make informed decisions based on real-time data analytics, further streamlining business processes.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

2Subscribe Yes 

Integrations

2Subscribe No 

Pricing Details

No price information available.
Free Trial Yes 
Free Version Yes 

Pricing Details

No price information available.
Free Trial No 
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 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 Yes 
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

Worldsoft

Founded

2000

Country

Switzerland

Website

www.worldsoft-wbs.info/

Vendor Details

Company Name

eXertERP

Website

www.exerterp.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 Yes 
Segmentation Yes 
Social Media Integration Yes 
Task Management Yes 
Territory Management No 

Product Features

CRM

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

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