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Description
CallXon represents a comprehensive strategy for managing leads, combining lead oversight, task organization, and remote calling into one cohesive system. Developed by a dedicated team of 20 individuals, and continuing to expand, this cloud-based solution seeks to transform the financial services sector by offering innovative debt collection methods that prioritize both efficiency in terms of time and costs. By unifying lead management, task organization, and remote communication within a single platform, CallXon significantly boosts the overall productivity of the debt collection process. Additionally, it enhances the quality of customer reporting, offering timely insights, detailed executive performance analytics, and actionable next steps. This systematic method not only aids in lead tracking but also optimizes follow-up tasks, allocates responsibilities effectively among team members, eliminates geographical calling restrictions, categorizes customers based on behavior, and produces visual reports that illustrate progress. Furthermore, the continued evolution of CallXon is poised to bring even more advancements to the industry, further solidifying its role in modern debt collection solutions.
Description
Lead Assignment and Distribution Automation systematically assigns and distributes Leads from various sources to Dynamics 365 CRM users. It allows managers to distribute and assign leads and customer queries in a structured way, ensuring fair workload distribution within each team. Automation and assignment increase efficiency, which results in higher sales and profits.
Entity Support: Supports OOB and Custom Entities
Round Robin: Divide the Leads equally among the team using Round Robin Algorithm.
Capacity: Assign Leads based on the individual capacity of each user
Rules: Create multiple assignment guidelines for different selection criteria for Leads
Existing Records: Subject to the assignment rules, Leads can be assigned on demand to users.
Order: Establish an order to execute assignment rules to allot and distribute Leads according your requirements
Period: Define a period for the assignment of work items based upon that period
API Access
Has API
API Access
Has API
Integrations
AXIO Advanced Projects
Microsoft Dynamics 365
Microsoft Excel
Integrations
AXIO Advanced Projects
Microsoft Dynamics 365
Microsoft Excel
Pricing Details
No price information available.
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
CallXon
Founded
2018
Country
Nepal
Website
callxon.com
Vendor Details
Company Name
Inogic Tech
Founded
2006
Country
India
Website
www.inogic.com
Product Features
Lead Management
Activity Tracking
Campaign Management
Lead Capture
Lead Distribution
Lead Nurturing
Lead Scoring
Lead Segmentation
Pipeline Management
Prospecting Tools
Source Tracking
Product Features
Lead Management
Activity Tracking
Campaign Management
Lead Capture
Lead Distribution
Lead Nurturing
Lead Scoring
Lead Segmentation
Pipeline Management
Prospecting Tools
Source Tracking
