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Description
The Visual Builder allows users to create tailored automations for applications efficiently. It also enables access to data from outside REST services, facilitating the development of advanced technologies and systems without significant investment of time or resources. With this tool, users can easily enhance their existing methods, ensuring they have the necessary integration, robotic functions, and security measures across all processes. Furthermore, it consolidates company objectives and related tasks in a single platform, allowing for effective monitoring of progress and real-time evaluation of initiatives. Users can streamline their operations by eliminating the need for multiple connections to various enterprise systems, benefiting from a centralized repository of high-quality, reusable data frameworks that can be easily shared. Additionally, workflows can be recorded and executed repeatedly, simplifying the process of running tasks multiple times and minimizing operational complexity. This innovative approach not only saves time but also fosters collaboration and efficiency within teams.
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
API Access
Has API
Integrations
Google Chrome
Pricing Details
$14 .99 per month
Free Trial
Free Version
Pricing Details
No price information available.
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
BotPath
Country
United States
Website
botpath.com
Vendor Details
Company Name
eXertERP
Website
www.exerterp.com
Product Features
Robotic Process Automation (RPA)
Analytics
Attended Automation
Code-free Development
Image Recognition
Optical Character Recognition
Process Builder
Third Party Application Integration
Unattended Automation
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