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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

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

Screenshots View All

No images available

Integrations

Telegram

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

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