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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
beorg is an intuitive task and to-do list management application that empowers you to take charge of your responsibilities. Upon launching the app, you can instantly view your weekly agenda, allowing for seamless task management. Whether you're handling straightforward lists or intricate projects, beorg ensures you stay organized across work, home, and beyond, with synchronization options available for iCloud, Dropbox, WebDAV, or Box. You can easily contribute to your quick capture document from various applications or directly within beorg itself. The app features a share extension that allows for the swift addition of text and links into your inbox. Its outline editor provides a structured way to manage your tasks and notes, while the folding feature lets you hide or reveal sections, making it easier to navigate your content. You have the ability to create and modify your tasks, setting dates, statuses, priorities, and notes as needed. Tasks can be either added to your inbox or assigned directly to a specific file. When creating tasks, the user-friendly interface allows you to efficiently input schedule or deadline dates, and shifting those dates by days or weeks is a breeze. Furthermore, you can generate PDFs of your outlines for easy saving or printing, complete with formatting, links, and tables, all using a straightforward markup syntax. With beorg, staying organized has never been more accessible or efficient.
API Access
Has API
API Access
Has API
Integrations
Box
Dropbox
iCloud
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
Apps On The Move
Country
United Kingdom
Website
beorgapp.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
