Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Efficiently handle client data through an intuitive interface that allows you to keep a record of all interactions, including phone calls, emails, and actions taken. You can also monitor both incoming and outgoing payments while generating invoices seamlessly. Comprehensive reports are readily accessible, such as Aging in/out, Invoices, and Client History, along with any tailored reports you require, ensuring everything remains well-organized for each client. Furthermore, there is an Insurance Module that enables the tracking of QuickQuotes linked to existing or personalized QuickQuote systems, providing instant access to this information. This system is also designed to integrate smoothly with current TIFA applications or any other platforms you may use. Overall, this solution streamlines your client management process, enhancing both efficiency and accuracy.
Description
Webtrix24 serves as a cloud-based CRM and business operations platform that encompasses a variety of functionalities including general CRM, insurance CRM, and workflows for computer and equipment rental. This platform enables teams to effectively manage leads, contacts, sales opportunities, follow-ups, tasks, projects, campaigns, customer records, invoices, payments, and generate reports. For the insurance sector, it provides tools for tracking policies and claims, managing renewal alerts, overseeing commission structures, and facilitating customer communications. Additionally, its rental management features address inventory control, the issuance of delivery challans, asset tracking, billing for rentals, handling returns and replacements, as well as maintaining product history. Designed primarily for service-oriented businesses and agencies, it caters to sales and support teams, insurance agents and brokers, alongside those in the computer and equipment rental market. Users can start with a complimentary plan, while various paid options are available, each differing in features based on the specific type of CRM required. This flexible structure allows businesses to choose a plan that best aligns with their operational needs and growth potential.
API Access
Has API
No
API Access
Has API
Yes
Integrations
Facebook Ads
No
IndiaMART
No
Justdial
No
WhatsApp
No
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
₹0
A free-forever plan is available. General CRM Growth costs ₹299/month, billed yearly at ₹3,588 plus tax; Enterprise costs ₹499/month, billed yearly at ₹5,988 plus tax. Insurance CRM starts at ₹349/month, and Computer Rental CRM starts at ₹499/month.
Free Trial
Yes
Free Version
No
Deployment
Web-Based
No
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
Yes
Mac
No
Linux
No
Chromebook
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
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
No
In Person
No
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
Yes
Vendor Details
Company Name
J&J Technology Consulting
Founded
2007
Country
United States
Website
www.jjtechnologyconsulting.com
Vendor Details
Company Name
Webtrix Solutions
Founded
2020
Country
India
Website
webtrix24.com
Product Features
CRM
Calendar/Reminder System
Yes
Call Logging
No
Document Storage
Yes
Email Marketing
Yes
Internal Chat Integration
Yes
Lead Scoring
No
Marketing Automation Integration
Yes
Mobile Access
Yes
Quotes / Proposals
No
Segmentation
Yes
Social Media Integration
Yes
Task Management
Yes
Territory Management
No
Product Features
CRM
Calendar/Reminder System
No
Call Logging
No
Document Storage
No
Email Marketing
No
Internal Chat Integration
No
Lead Scoring
No
Marketing Automation Integration
No
Mobile Access
No
Quotes / Proposals
No
Segmentation
No
Social Media Integration
No
Task Management
No
Territory Management
No