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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

When managing an Operator CMS, you have the ability to prolong the expiration duration of a pending booking, which is set to a default of 30 minutes, in addition to saving quotes and incorporating custom services into either a booking or a quotation. Services that are added to the cart can be designated as Only Cost items, meaning they remain hidden from the client, yet all associated processes, including notifications to relevant providers, are executed as usual. Furthermore, any travel services you input into the system can be utilized to generate tailored quotations and spontaneous reservations. You maintain comprehensive oversight of all services linked to a booking or quotation, allowing for modifications to be made both prior to and after the cart's confirmation. Additionally, you can navigate through various pages equipped with multiple filters to efficiently search through existing bookings, reserved items, purchases, and sales orders. Each component within a booking or quote can be classified as Available or On Request, and you have the option to determine whether or not to utilize the allotment specified in the relevant contract. This flexibility ensures that your booking management process is both adaptable and efficient.

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

Adalte

Country

Italy

Website

www.adalte.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

Tour Operator

Accommodation Booking
Activities Booking
Central Reservation System
Coach Booking
Custom Packages
Customer Management
GDS / OTA Integration
Itinerary Creation
Multi-Day Tours
Payment Processing
Price / Margin Management
Promotions Management
Quote Management
Reservations Management
Vendor Management
Website Management

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