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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
Input your new appraisal requests into Pipeline in under half a minute, and then see them instantly appear on a map alongside your other appraisals. The Order Box contains comprehensive details about each appraisal, including the address, client information, deadlines, scheduled timings, assignment categories, and access guidelines. Additionally, you can maintain thorough notes regarding the property itself. This box can be tailored to fit your specific workflow requirements. In the Scheduling section of Pipeline, you will find all appraisals awaiting inspection, along with organized and archived contact numbers and access details. You have the option to monitor appraisals in a straightforward grid layout or a calendar format, allowing for flexibility in viewing. The Appraisal Map, Grid, and Calendar can be accessed simultaneously or individually, providing a quick overview of your business activities. After a property has been inspected, any appraisals that require typing will be displayed in this section, enabling you to keep an eye on due dates and any pertinent notes necessary for completing the appraisal, such as information about typists and agent communications. This streamlined approach enhances your efficiency and keeps your workflow organized.
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
$12 per month
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
Pipeline Pro
Country
United States
Website
www.pipelinepro.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
