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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
Ohana360 serves as a comprehensive cloud solution tailored for expanding teams, integrating vital functions such as CRM, customer support, marketing, invoicing, human resources, and knowledge management into one cohesive platform. This integration allows businesses to operate seamlessly without relying on spreadsheets or disjointed tools, ensuring a unified approach across the organization.
The primary applications include Sales360 for managing leads, opportunities, and quotes; Service360 for handling cases and support; Marketing360 for overseeing campaigns and email strategies; Finance360 for managing quotes and payments; and HR360 for tracking personnel, leave, and recruiting processes. Additionally, users can enhance their experience with add-ons like a knowledge base, surveys, newsletters, task management, WhatsApp integration, a customer portal, and advanced analytics. There are specialized versions available for various industries, including legal firms, real estate companies, medical clinics, hospitality businesses, e-commerce sites, and influencer marketing agencies.
Designed with enterprise-level capabilities, Ohana360 offers robust features such as role-based access control, two-factor authentication, detailed audit logs, comprehensive reporting, automation workflows, and the ability to create custom objects, all while maintaining ease of use. The platform is accessible via native apps for both iOS and Android devices, and it features straightforward flat-rate pricing per application and organization in euros, alongside a 14-day free trial that allows potential users to explore its full range of functionalities. With Ohana360, organizations can streamline their operations while benefiting from a user-friendly interface and extensive support.
API Access
Has API
API Access
Has API
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Integrations
TallyPrime
Pricing Details
$5 per user per month
Free Trial
Free Version
Pricing Details
€150/month per app (annual bil
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
Ohana360
Founded
2022
Country
Estonia
Website
ohana360.com
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
Business Management
Billing & Invoicing
CRM
Employee Management
Financial Management
Inventory Management
Marketing Management
Order Management
Point of Sale (POS)
Project Management
Purchasing
Scheduling
Time & Expense Tracking
Training Management
Vendor Management
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
