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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

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

Zooma is now accessible to any enterprise that engages with customers. This all-in-one software platform is designed for consultants, managers, and administrators within travel-related businesses, as well as any organization focused on customer interactions and sales. It delivers a holistic view of your business operations, equipping you with essential tools to boost efficiency, improve client satisfaction, attract and qualify sales prospects, and ultimately enhance profitability—all within a single program. The platform features data-driven, tailored marketing strategies alongside detailed analysis reports and planning tools. Clients will notice the additional effort you put into understanding their needs, which empowers you to assist them more effectively in achieving their goals. Additionally, you can easily collaborate with your accountant or bookkeeper, while ensuring that staff members have access only to the necessary areas relevant to their roles. With the integration of Bank Feeds, you can effortlessly monitor cash flow, manage bills, and maintain simplicity in usage. This comprehensive approach allows businesses to thrive in a competitive environment.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

TallyPrime

Integrations

TallyPrime

Pricing Details

$5 per user 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

workXmate

Country

India

Website

www.workxmate.com

Vendor Details

Company Name

Zoomaworks

Country

Australia

Website

zoomaworks.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

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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