Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Mobile CRM fosters teamwork by enabling representatives to establish seamless connections with clients and partners. This tool enhances decision-making capabilities by allowing users to delve into their data effectively. You can oversee your remote sales personnel without relying on a single email, ensuring that all team members are connected, engaged, and motivated to perform efficiently, no matter their position or geographical location. By leveraging the capabilities of Artificial Intelligence and Intelligent Workflows, actionable insights are recommended in real-time through mobile applications, providing valuable information on the go. Additionally, you can manage customer visits, plan upcoming activities, and streamline customer onboarding using features like visit management, forms, and OCR technology. Intelligent workflows and automation significantly minimize manual tasks, aligning with the need for businesses to embrace modern technologies and strategies. Ultimately, companies that think ahead are increasingly incorporating Artificial Intelligence into their operations to meet evolving customer expectations. The shift towards these advanced tools is not just a trend but a necessary evolution in the business landscape.
Description
Understanding the whereabouts of your customers is crucial for sales and service teams. TrackGo empowers your team to build a comprehensive map of your customers' locations. With this mapping capability, it's simple to identify nearby clients, and TrackGo conveniently provides directions to reach them. The information you collect about your customers remains confidential to your team, with all data securely stored in the cloud, ensuring it is consistently synchronized across all devices. TrackGo is available on iOS, Android, and through web applications. In addition to tracking locations, you can set tasks and reminders for yourself or team members at designated times. You can also maintain contact details linked to each customer location. An Activity Feed allows you to monitor exactly who visited each customer, when those visits occurred, and the actions taken during those interactions. Say goodbye to the hassle of jotting down notes after client meetings, as TrackGo helps you document everything in real-time, eliminating the risk of lost notebooks and forgotten details. By streamlining these processes, TrackGo enhances efficiency and ensures that valuable information is always at your fingertips.
API Access
Has API
No
API Access
Has API
No
Integrations
No details available.
Integrations
No details available.
Pricing Details
No price information available.
Free Trial
Yes
Free Version
No
Pricing Details
$20 per month
Free Trial
No
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
Yes
iPad App
Yes
Android App
Yes
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
No
On-Premises
No
iPhone App
Yes
iPad App
Yes
Android App
Yes
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
Yes
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
Yes
Vendor Details
Company Name
Toolyt SFA
Founded
2016
Country
India
Website
www.toolyt.com
Vendor Details
Company Name
TrackGo
Country
United States
Website
www.trackgo.com
Product Features
Sales Force Automation
Call Management
No
Campaign Management
No
Channel Management
No
Commission Management
No
Contact Management
Yes
Contract Management
No
Customer Database
Yes
Email Marketing
No
Field Sales Management
Yes
Lead Management
Yes
Opportunity Management
Yes
Performance Metrics
Yes
Proposal Generation
No
Referral Tracking
No
Sales Forecasting
Yes
Territory Management
No
Product Features
Field Service Management
Billing & Invoicing
No
Contact Database
Yes
Contract Management
No
Customer Database
Yes
Dispatch Management
Yes
Electronic Signature
No
Inventory Management
Yes
Mobile Access
No
Payment Collection in the Field
Yes
Quotes / Estimates
No
Routing
No
Scheduling
No
Service History Tracking
No
Time Clock
Yes
Work Order Management
No
Sales Force Automation
Call Management
No
Campaign Management
No
Channel Management
No
Commission Management
No
Contact Management
No
Contract Management
No
Customer Database
Yes
Email Marketing
No
Field Sales Management
No
Lead Management
No
Opportunity Management
No
Performance Metrics
No
Proposal Generation
No
Referral Tracking
No
Sales Forecasting
No
Territory Management
No
Tradesman Job Management
Contract Management
No
Customer Database
No
Dispatch Management
No
For Builders
No
For Electricians
No
For Field Service Businesses
No
For HVAC
No
For Plumbers
No
For Roofers
No
Invoicing
No
Job Tracking
No
Payments
No
Quoting
No
Reporting
No
Scheduling
No
Time Tracking
No