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Average Ratings 0 Ratings

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ease
features
design
support

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Description

Discover an affordable CRM solution tailored for B2B sales teams of any size. Enhance your sales pipeline by swiftly pinpointing crucial opportunities and risks while organizing activities to successfully convert more leads into customers with workXmate CRM. Access comprehensive sales data at your fingertips, including tracking for leads, accounts, contacts, opportunities, activities, invoices, quotes, and payments. With integrated Tally functionality, ensure transactions are error-free and transparent for customers; effortlessly transition qualified leads into opportunities and quotes into invoices using this CRM. Enjoy complete sales force automation available on the cloud as a Software as a Service (SaaS), empowering your sales team with the tools necessary to make informed business decisions and close deals more rapidly. Furthermore, leverage the CRM's capabilities to segment your customer base effectively, applying industry best practices to concentrate on engaging your most lucrative segments for maximum returns.

Description

CRM9 is a sophisticated, cloud-oriented Customer Relationship Management solution designed to integrate sales, marketing, and customer support into a single cohesive system. It provides thorough contact and lead management, meticulously tracking every interaction to create comprehensive 360° customer profiles. The sales pipeline feature enables visual deal tracking, accurate forecasting, and streamlined workflow automation, allowing businesses to close deals more effectively. It also includes marketing automation tools that facilitate targeted email campaigns, customer segmentation, and in-depth analytics, significantly enhancing engagement levels. The integrated service desk efficiently handles tickets, escalations, and supports multiple channels, ultimately boosting customer satisfaction. Users benefit from built-in dashboards and reports, which deliver real-time insights into sales performance, customer behaviors, and team productivity. Furthermore, CRM9 embraces AI-driven automation and predictive analytics, along with flexible workflow customization, ensuring robust data security and compliance at all times. This comprehensive platform serves as a powerful solution for nurturing relationships, enhancing operational efficiency, and propelling business growth. With CRM9, organizations can effortlessly adapt to the evolving dynamics of customer interactions and market demands.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

G2
TallyPrime

Integrations

G2
TallyPrime

Pricing Details

$5 per user per month
Free Trial
Free Version

Pricing Details

300 INR/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

workXmate

Country

India

Website

www.workxmate.com

Vendor Details

Company Name

CRM9

Founded

2025

Country

India

Website

www.crm9.in/

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

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

Alternatives

Alternatives

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