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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

Monitor and assess the total number of leads, calls, events, and tasks weekly while analyzing performance through visual charts. Manage tasks assigned to specific leads, adjusting their priority levels, statuses, and deadlines to ensure timely completion. Maintain daily, informal notes on customer interactions, analyses, and other relevant information that may arise. Assign unique IDs for events or meetings to prevent any mix-ups, and document the location and progress status of ongoing events. Ensure no detail from phone calls is overlooked by recording the lead's name, the reason for their contact, the subject discussed, call type, date, and lead status. Keep a systematic record of customer inquiries related to quotes, payment summaries, or other questions to maintain clarity. From the initial identification of leads to nurturing customer relationships, Effitrac remains a steadfast ally. Effitrac empowers you to gain insights, strategize, and respond effectively to your customers' needs, which is crucial for making informed decisions. By utilizing these tools, you can enhance your overall productivity and strengthen your customer engagement.

Description

OkieDokie is an innovative ERP software specifically designed to assist educational institutions in keeping pace with modern technological advancements. It streamlines processes, enabling users to focus on more productive tasks while integrating the latest technology into their operations. One of its key features is the Admission Automation Management System, which simplifies the admissions process by automatically verifying student documents and sending message alerts to maintain accurate records. Additionally, the Attendance Management System allows for easy attendance tracking through biometrics, facial recognition, or an app, with the capability to analyze records using various filters and notify parents about their children's absenteeism through automated messages. The Exam and Gradebook Management System facilitates exam scheduling and aids in the generation of customizable report cards through its Gradebook module. Furthermore, the Fee Management System assigns a fee structure tailored to each institution's requirements and automatically generates fee receipts for students. This comprehensive suite of tools ensures that educational institutions can operate more efficiently and effectively in a rapidly evolving technological landscape.

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

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

Effitrac Solutions

Founded

2012

Country

India

Website

www.effitrac.com/crm-software

Vendor Details

Company Name

OkieDokie

Founded

2016

Country

India

Website

okiedokiepay.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

School Management

Bookstore Management
Cafeteria Management
Curriculum Management
Facility Management
Financial Management
Higher Education
Housing Management
Independent / Private
K-12
Library Management
Online Calendar
Online Payments
Parent / Student Portal
Preschool
Reporting/Analytics
School District
Special Education
Vocational / Trade Schools

Student Information System

Attendance Tracking
Class Registration
Class Schedule
Classroom Management
Electronic Assignments & Tests
Financial Aid Management
Gradebook
Higher Education
Online Payments
Parent Portal
Progress Reports

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