Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
This cloud-based CRM software is designed to streamline both your work and your team's processes for greater efficiency. Equipped with team management features, it provides a comprehensive overview of all activities at a glance. Serving as an all-inclusive solution, it enables you to effectively manage communications with individuals interested in your products and services. You can compile all the opportunities arising from various access points to your business into a single list. The task management functionality aids in organizing your projects seamlessly. With a simple click, you can toggle between a general overview and specific Opportunity details. Each tab provides in-depth information, allowing you to oversee all tasks needed, such as creating offers, assigning responsibilities, uploading files, and tracking the complete history of negotiations with potential clients. Additionally, this software enhances collaboration among team members, ensuring everyone stays informed and aligned throughout the project lifecycle.
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
€7.08 per user per month
Free Trial
Yes
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
No
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
Devua
Country
Italy
Website
salesteer.com
Vendor Details
Company Name
Webtrix Solutions
Founded
2020
Country
India
Website
webtrix24.com
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
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