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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
OxyCRM is a customer relationship management solution built to help small, medium, and large businesses improve sales processes, customer service, marketing operations, and customer engagement. The platform centralizes customer data, communications, incidents, leads, campaigns, workflows, and reporting so employees can collaborate more effectively and access important information in real time. Its intelligent dashboards, graphical reports, and analytics tools provide visibility into CRM performance, marketing effectiveness, lead generation, conversions, and service activities. OxyCRM supports multi-channel customer interaction management across email, SMS, inbound and outbound call centers, websites, walk-ins, postal communications, social media, and external agencies. The system can automatically read emails, process SMS messages, manage uploaded incidents, trigger workflows, and send notifications or escalations through email and SMS. Users can configure workflows, categorize queries, attach documents to incidents, reassign cases, set reminders, and track open or closed customer issues from a single screen. The platform also includes modules for enterprise lead management, customer profiles, channel partners, targets, incentives, campaigns, KYC, IVR integration, commissions, and knowledge base management. As a web-based CRM, OxyCRM can be deployed quickly and accessed through a subscription model. By combining automation, analytics, communication tools, and customer data management, OxyCRM helps organizations improve productivity, reduce errors, and build stronger customer relationships.
API Access
Has API
API Access
Has API
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
SunSmart Global
Founded
2004
Country
India
Website
sunsmartglobal.com/oxycrm/
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
