Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Onyx Platform serves as a comprehensive CRM and dialer tailored for phone-centric sales teams operating in regulated fields like insurance and financial services, with the aim of enhancing operational efficiency and customer interaction. This platform integrates various functionalities such as CRM, telephony, intelligent lead routing, call recording with Do Not Contact (DNC) integration, compliance tools, and real-time analytics into a unified web-based interface, enabling both agents and managers to monitor lead advancement, customer histories, policy information, and upcoming actions without the hassle of switching between different applications. It presents consolidated customer profiles that encompass every policy, interaction, and note within a single view, and features customizable disposition tracking alongside role-specific perspectives for agents, managers, and administrators. Security is deeply embedded in Onyx, incorporating audit trails and activity logging across all functionalities, which assists teams in maintaining compliance effortlessly while adhering to industry-specific security standards to safeguard sensitive information. Additionally, its lead management features incorporate intelligent routing and licensing logic, among other capabilities, to optimize the sales process further. Overall, Onyx Platform not only streamlines sales operations but also fortifies compliance and data security, making it a vital tool for teams in regulated sectors.
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
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
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
Yes
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
Onyx Platform
Founded
2025
Country
United States
Website
www.onyxplatform.com
Vendor Details
Company Name
Webtrix Solutions
Founded
2020
Country
India
Website
webtrix24.com
Product Features
Insurance Agency Management
Claims Management
No
Commission Management
No
Contact Management
No
Document Management
No
Insurance Rating
No
Life & Health
No
Policy Management
No
Property & Casualty
No
Quote 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