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Average Ratings 5 Ratings

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support

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

You can replace your scattered cloud applications, legacy tools, or paper-based processes by one operating system that will serve your entire business. Zoho One is a single integrated platform that can transform your business' disparate activities to make it more connected and agile. You can increase productivity, improve customer experience, and more. Collect leads, close deals quickly, create invoices and quotes, sign contracts digitally, and track every metric. Close deals, manage projects and contracts, track and bill expenses and time, and stay on budget and on schedule. Create segments, send targeted surveys and campaigns at the right time, and track your performance with executive dashboards.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Asana No 
Assembla No 
Cisco Umbrella No 
Envoy No 
Front No 
GoTo Meeting No 
Google Workspace No 
JustCall No 
ManageEngine Mobile Device Manager Plus No 
MindCloud No 
PurelyHR No 
Rollbar No 
Salesforce No 
StatusCast No 
Sumo Logic No 
ThousandEyes No 
Wrike No 
Zendesk No 
Zendesk Sell No 

Integrations

Asana Yes 
Assembla Yes 
Cisco Umbrella Yes 
Envoy Yes 
Front Yes 
GoTo Meeting Yes 
Google Workspace Yes 
JustCall Yes 
ManageEngine Mobile Device Manager Plus Yes 
MindCloud Yes 
PurelyHR Yes 
Rollbar Yes 
Salesforce Yes 
StatusCast Yes 
Sumo Logic Yes 
ThousandEyes Yes 
Wrike Yes 
Zendesk Yes 
Zendesk Sell Yes 

Pricing Details

$5 per user per month
Free Trial No 
Free Version Yes 

Pricing Details

$45.00/month/user
Free Trial Yes 
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 Yes 
Live Rep (24/7) No 
Online Support No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

workXmate

Country

India

Website

www.workxmate.com

Vendor Details

Company Name

Zoho

Founded

1996

Country

India

Website

www.zoho.com/one/

Product Features

CRM

Calendar/Reminder System Yes 
Call Logging No 
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 

Product Features

Business Management

Billing & Invoicing Yes 
CRM Yes 
Employee Management Yes 
Financial Management Yes 
Inventory Management Yes 
Marketing Management Yes 
Order Management No 
Point of Sale (POS) No 
Project Management No 
Purchasing Yes 
Scheduling No 
Time & Expense Tracking Yes 
Training Management Yes 
Vendor Management Yes 

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