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Average Ratings 0 Ratings

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ease
features
design
support

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Description

There is a superior method for transmitting your critical strategic documents beyond just attachments or shared drives! Streamline the process of creating and sharing files—such as contracts and quotes—and eliminate the hassle of cumbersome emails and attachments while ensuring that your most sensitive documents are delivered securely. You can send and share all your files with your contacts from a centralized, organized space that keeps everything in one place. Easily manage your documents by adding, deleting, or replacing them with just a few clicks, enhancing your relationship with customers, prospects, and partners in the process. With our innovative lead scoring system powered by a predictive machine learning algorithm, you can quickly assess and qualify your contacts based on their interest levels. Additionally, utilize Tilkee's lead scoring to determine the next best action, whether automated or manual, thereby boosting your operational efficiency and increasing profitability. This approach not only simplifies document management but also fosters stronger connections with your network.

Description

Utilize Workspace to streamline your workflow by crafting proposals, overseeing projects, and generating invoices all from a single platform. Enhance your client acquisition efforts with visually appealing proposals while categorizing leads into organized groups using personalized labels. Effortlessly generate proposals from pre-existing templates and store them for future use with different clients. Gather project requirements through custom forms that can be easily shared via email or messaging platforms. Oversee various projects through a unified dashboard that allows you to monitor progress, zoom in on specifics, and identify potential risks. Tailor the stages and attributes of your projects to align with your specific workflow. Invite team members and clients to collaborate and receive real-time updates, fostering better communication. Break down complex projects into manageable tasks and milestones for clearer organization. Define project scopes by creating tasks based on templates or prior projects, and delegate responsibilities by assigning tasks to team members, complete with sub-tasks and due dates. Keep track of your tasks using flexible views such as calendar, board, or list, with the ability to filter based on assignee or project. Finally, generate invoices, manage your financial tasks, and ensure timely payments with ease. This comprehensive tool not only simplifies project management but also enhances team collaboration and improves financial oversight.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Adobe Marketo Engage
Gmail
HubSpot Marketing Hub
Mailchimp
Microsoft Outlook
Oracle CRM On Demand
Salesforce
Salesforce Agentforce Marketing
Wufoo
Zapier
Zoho CRM
noCRM.io

Integrations

Adobe Marketo Engage
Gmail
HubSpot Marketing Hub
Mailchimp
Microsoft Outlook
Oracle CRM On Demand
Salesforce
Salesforce Agentforce Marketing
Wufoo
Zapier
Zoho CRM
noCRM.io

Pricing Details

$19 per user per month
Free Trial
Free Version

Pricing Details

No price information available.
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

Tilkee

Founded

2013

Country

France

Website

www.tilkee.com

Vendor Details

Company Name

TapChief

Founded

2016

Country

India

Website

www.tapchief.com/workspace

Product Features

Proposal Management

Automatic Formatting
Calendar Management
Collaboration
Contact Management
Content Repository
Document Management
Electronic Signature
Knowledge Library
Pipeline Management
RFP Management
Requirements Management
Revision Management
Task Management
Templates
Version Control

Sales Content Management

Audio / Video Recording
Audio File Management
Branded Sales Content
Centralized Sales Content Repository
Collaboration Tools
Content Recommendations
Email Management
Engagement Analytics
Interaction Tracking
Personalization
Sales Partner Management
Sales Training / Onboarding
Video File Management

Product Features

Project Management

Agile Methodologies
Budget Management
Client Portal
Collaboration Tools
Cost-to-Completion Tracking
Customizable Templates
Gantt Charts
Idea Management
Kanban Board
Milestone Tracking
Portfolio Management
Resource Management
Time & Expense Tracking
Traditional Methodologies

Proposal Management

Automatic Formatting
Calendar Management
Collaboration
Contact Management
Content Repository
Document Management
Electronic Signature
Knowledge Library
Pipeline Management
RFP Management
Requirements Management
Revision Management
Task Management
Templates
Version Control

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

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