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Average Ratings 0 Ratings

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features
design
support

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Write a Review

Description

JeffreyAI is an AI-powered business automation platform developed to boost sales and marketing activities. It delivers functionalities for generating leads, automating emails, managing social media content, marketing via WhatsApp, and conducting SMS campaigns. Furthermore, it equips users with resources for streamlining workflows, dynamically interacting with customers, and automating numerous operations to evolve business approaches. Through the adoption of sophisticated AI technologies, JeffreyAI seeks to optimize processes, enhance productivity, and foster business expansion, enabling users to concentrate on cultivating relationships and conducting deal discussions. * Marketing Automation * Sales Automation * CRM (Customer Relationship Management) * Email Marketing * Social Media Management * SMS & WhatsApp Marketing Tools * AI Sales Assistant * Workflow Automation * Business Intelligence * Conversational Marketing * Lead Generation

Description

Mobile CRM fosters teamwork by enabling representatives to establish seamless connections with clients and partners. This tool enhances decision-making capabilities by allowing users to delve into their data effectively. You can oversee your remote sales personnel without relying on a single email, ensuring that all team members are connected, engaged, and motivated to perform efficiently, no matter their position or geographical location. By leveraging the capabilities of Artificial Intelligence and Intelligent Workflows, actionable insights are recommended in real-time through mobile applications, providing valuable information on the go. Additionally, you can manage customer visits, plan upcoming activities, and streamline customer onboarding using features like visit management, forms, and OCR technology. Intelligent workflows and automation significantly minimize manual tasks, aligning with the need for businesses to embrace modern technologies and strategies. Ultimately, companies that think ahead are increasingly incorporating Artificial Intelligence into their operations to meet evolving customer expectations. The shift towards these advanced tools is not just a trend but a necessary evolution in the business landscape.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

ChatGPT Yes 
Gmail Yes 
LinkedIn Yes 
Microsoft Outlook Yes 
Zapier Yes 

Integrations

ChatGPT No 
Gmail No 
LinkedIn No 
Microsoft Outlook No 
Zapier No 

Pricing Details

FREE
A FREE FOREVER monthly plan (100 contacts) with paid plans for 500 and unlimited contacts.
Free Trial No 
Free Version Yes 

Pricing Details

No price information available.
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

JeffreyAI

Country

United Kingdom

Website

www.jeffreyai.com

Vendor Details

Company Name

Toolyt SFA

Founded

2016

Country

India

Website

www.toolyt.com

Product Features

Contact Management

Activity Management Yes 
Appointment Management Yes 
Contact Database Yes 
Contact History Yes 
Contact Import/Export Yes 
Customer Pipeline Yes 
Email Marketing Yes 
Group Management Yes 
Interaction Tracking Yes 
Lead Management Yes 
Prospecting Tools Yes 
Sales Pipeline Management Yes 
Search / Filter Yes 
Segmentation Yes 
Shared Contacts Yes 
Social Media Integration Yes 

Lead Management

Activity Tracking Yes 
Campaign Management Yes 
Lead Capture Yes 
Lead Distribution Yes 
Lead Nurturing Yes 
Lead Scoring Yes 
Lead Segmentation Yes 
Pipeline Management Yes 
Prospecting Tools Yes 
Source Tracking Yes 

Sales Acceleration

CPQ No 
Campaign Management Yes 
Dialer Yes 
Email Sequencing Yes 
Email Templates Yes 
Email Tracking Yes 
List Building Yes 
Meeting Scheduler Yes 
Predictive Analytics Yes 
Reporting Yes 
Sales Gamification No 
Sales Intelligence Yes 
Sales Workflow Management Yes 

Sales Engagement

CRM Integration No 
Call Scripts / Call Steps Yes 
Email Sequences Yes 
Email Tracking / Automation Yes 
Lead Management Yes 
Reporting / Analytics Yes 
Sales / Voice Dialer Yes 
Sales Automation Yes 
Search Yes 
Task Management Yes 
Templates Yes 
Workflow Management Yes 

Sales Force Automation

Call Management Yes 
Campaign Management No 
Channel Management No 
Commission Management No 
Contact Management Yes 
Contract Management No 
Customer Database Yes 
Email Marketing Yes 
Field Sales Management No 
Lead Management Yes 
Opportunity Management Yes 
Performance Metrics Yes 
Proposal Generation No 
Referral Tracking No 
Sales Forecasting No 
Territory Management No 

Product Features

Sales Force Automation

Call Management No 
Campaign Management No 
Channel Management No 
Commission Management No 
Contact Management Yes 
Contract Management No 
Customer Database Yes 
Email Marketing No 
Field Sales Management Yes 
Lead Management Yes 
Opportunity Management Yes 
Performance Metrics Yes 
Proposal Generation No 
Referral Tracking No 
Sales Forecasting Yes 
Territory Management No 

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