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Description
Experience the benefits of a fast and intuitive customer relationship management system with a 30-day free trial! Any new interactions, such as phone calls, messages, or meetings related to a contact or company, can be effortlessly recorded, and you can plan future engagements through integrated task management. Additionally, setting up and overseeing new customers is straightforward, while existing customers can be effortlessly imported from previous CRM systems or Microsoft Excel. You can view all scheduled activities in the 'Calendar' as well as in the 'Actions' list, ensuring you stay organized. A simple click in the ‘Action’ window allows you to access the corresponding customer profile, providing you with all the pertinent information you may need. Moreover, the convenience of synchronizing the ‘Calendar’ with other platforms, like Google Calendar, Outlook Calendar, and iCalendar, streamlines your workflow. This system also makes it easy to manage multiple sales interactions with the same customer, and from the project window, you can quickly create tasks and delegate them to yourself or other team members. Embrace this innovative solution to enhance your business operations and customer engagement.
Description
A comprehensive digital platform offers an array of interconnected tools all in one location, designed to streamline process automation for enhanced efficiency. Users can access everything through a mobile application, fostering greater team commitment and collaboration. The work planner allows for personalized management of tasks and time according to individual preferences. With intelligent and automated processes, as well as seamless data connectivity, teams can communicate without the need to switch between different platforms. The personalized dashboard consolidates essential elements such as daily timelines, interactive calendars, ‘FYIs’, ‘To Dos’, ‘Who’s Where’, and upcoming trips, providing a clear view of priorities. Setting up projects is straightforward, enabling users to delegate, manage, and execute tasks effectively. Progress can be monitored using a dynamic and visual Online Gantt chart, while integrated reporting functionality provides immediate access to crucial information and insights for optimizing business operations. Furthermore, the platform features a synchronized calendar for organizing and managing meetings, events, and tasks with ease, along with two-way syncing capabilities with both Google and Outlook Calendars, ensuring that users stay organized and informed across all their devices. This holistic approach to work management not only enhances productivity but also fosters a more engaged workforce.
API Access
Has API
API Access
Has API
Integrations
Microsoft Outlook
Adyen
Amazon Web Services (AWS)
Cardinity
DPD
Facebook
Frontu
Google Calendar
Google Cloud Platform
Google Drive
Integrations
Microsoft Outlook
Adyen
Amazon Web Services (AWS)
Cardinity
DPD
Facebook
Frontu
Google Calendar
Google Cloud Platform
Google Drive
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
$8 per user per month
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
Sonaro
Country
Lithuania
Website
www.sonaro.lt/crm-programa-en
Vendor Details
Company Name
Workdeck
Founded
2018
Country
Spain
Website
www.workdeck.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
Collaboration
Brainstorming
Calendar Management
Chat / Messaging
Contact Management
Content Management
Document Management
Project Management
Real Time Editing
Task Management
Version Control
Video Conferencing
Digital Workplace
Activity / News Feed
Calendar Management
Chat / Messaging
Content Management
Document Management
Employee Directory
File Sharing
Knowledge Management
Surveys & Feedback
Task Management
Productivity
Collaboration
Database Creation
Document Creation
File Sharing
Notes Management
Office Suite
Presentation Tools
Project Management
Task Management
Team Chat
Work Management
Access Roles / Permissions
CRM
Calendar Management
Collaboration Tools
File Storage / File Sharing
Kanban
Messaging / Discussion
Performance Metrics
Project Management
Reporting / Analytics
Resource Management
Strategic Planning
Task Management
Time Tracking
Version Control
Workflow Management