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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
Robeeta Office seamlessly connects with Telegram, allowing you to receive immediate notifications when tasks are assigned. In the realm of Task Management, employees can effortlessly assign tasks to their peers, complete with comprehensive notes, deadlines, priority levels, and pertinent documents with just a click. For Sales Management, it enhances the experience for marketing executives, enabling them to effectively manage assigned sales leads and engage with customers, ensuring that no opportunities for revenue are overlooked. Visitors Management allows for meticulous tracking of each visitor's check-in and check-out times, along with entry and exit pass details. Additionally, visitor information can be stored alongside their identification proof for future reference. Attendance Management utilizes a geofencing system to monitor employee attendance, confirming their presence within a designated geographic area at the specified time to mark their attendance. Finally, the Robeeta GPS Client provides an opportunity to accurately track outdoor employees, thereby enhancing operational efficiency and accountability. This comprehensive suite of features ensures that all aspects of office management are covered, streamlining workflows and improving overall productivity.
API Access
Has API
API Access
Has API
Screenshots View All
No images available
Integrations
Telegram
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
₹1,200.00/user/year
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
SATHYA Technosoft India Private Limited
Founded
2008
Country
India
Website
sathyainfo.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
Task Management
Collaboration
Create Subtasks
Gamification
Gantt Charts
Mobile Access
Percent-Complete Tracking
Progress Tracking
Recurring Tasks
Reporting/Analytics
Spreadsheet View
Task Board View
Task Planning
Task Scheduling
Task Tracking
Time Tracking
To-Do List View