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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

A comprehensive solution is designed to effectively address the unique variations present in the relationships, distribution channels, stakeholders, and intermediaries across different business sectors. This central platform allows for rapid access to all relevant information regarding clients, prospects, and third parties, while also simplifying the setup and management of portfolios through a bi-directional connection to numerous portfolio accounting systems, along with adaptable imports from sponsor platforms. Additionally, a proactive CRM system and document repository provide easy access to important updates without the need to exit Outlook, enabling users to swiftly organize meetings, take notes on discussions, and track reminders and historical data. User engagement significantly increases when individuals can customize the interface to align with their personal preferences, whether in an office setting or on mobile devices. Furthermore, insights into social interactions play a crucial role in enhancing client relationships and generating referrals, ultimately contributing to the long-term success of the business.

Description

Effectively oversee your business operations and evaluate performance using instantaneous statistics. Utilize the alert system to pinpoint sales agents who stray from established protocols, thereby motivating them to adhere to the guidelines. Collaborate with various stakeholders to ensure the security of information shared among different parties. The solution is compatible with desktops, tablets, and smartphones, making it versatile across platforms. Regardless of your sector, Followupbyte is designed to enhance your marketing efforts, boost revenue, foster customer loyalty, and much more. Easily grant access to your call centers, telemarketers, and sales teams in just a few clicks, with customizable clearance levels for each user. Take full advantage of our agenda, specifically crafted to cater to the demands of a professional prospecting campaign, which allows for seamless importing and exporting of your Google and Outlook calendars. Streamline your operations and lighten your workload with our comprehensive system that facilitates the entire monitoring process, ensuring you achieve optimal results. Embrace the tools available to maximize efficiency and drive business success.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

No details available.

Integrations

No details available.

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

$30.00/month/user
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

UNAPEN

Founded

1991

Country

United States

Website

unapen.com

Vendor Details

Company Name

FollowupByte

Founded

2015

Country

Canada

Website

www.followupbyte.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

Lead Management

Activity Tracking
Campaign Management
Lead Capture
Lead Distribution
Lead Nurturing
Lead Scoring
Lead Segmentation
Pipeline Management
Prospecting Tools
Source Tracking

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