Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Identify and interact with suitable partners effectively. Foster connections while keeping track of discussions using our intelligent CRM. Build and sustain meaningful collaborations through tailored communication. Seamlessly handle intricate scheduling situations, such as post-earnings follow-ups, conferences, and non-deal roadshows. Our unique tagging system facilitates prioritization and personalization of tasks. Eliminate the tedious aspects of your workflow and allow our advanced scheduler to streamline your processes. Effortlessly oversee and manage all incoming requests with user-friendly controls. Integrate your notes, activities, meetings, and additional details for smooth reporting and analysis, ensuring all essential information is easily accessible when needed.
Description
TOCA CRM is a comprehensive customer relationship management solution that empowers businesses to efficiently handle contact lists, plan follow-ups, and keep detailed notes. With its cross-platform capabilities, users can access the full suite of CRM features anytime and anywhere through its mobile app available for both iOS and Android devices. Designed for ease of use, this application stands out as the most user-friendly CRM solution on the market, ensuring that maximum productivity is achieved without compromising on efficiency. Gone are the days of spending 15 minutes just to update a client's information; everything you need is readily accessible. The design is clean and straightforward, making navigation a breeze. As a fully mobile application, it enables CRM functionalities from any location around the globe, allowing users to schedule callbacks for days, weeks, months, or even years in advance. This level of convenience truly revolutionizes the way businesses manage their client relationships.
API Access
Has API
API Access
Has API
Integrations
Google Meet
Microsoft Teams
Zoom
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
$69 per user per month
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Axle
Country
United States
Website
www.axleaccess.com
Vendor Details
Company Name
TOCA Technologies
Country
United States
Website
www.tocacrm.com
Product Features
Product Features
CRM
Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management
Sales Tracking
Activity Dashboard
Alerts / Notifications
Appointment Scheduling
Call Logging
Comments / Notes
Custom Reports
Document Management
Email Templates
Interaction Tracking
Lead Management
Lead Scoring
Pipeline Management
Reporting / Analytics
Task Management