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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

Tuvis empowers sales teams by seamlessly integrating personal phone numbers with your CRM, enhancing visibility and dramatically improving performance with just a few clicks. It allows you to recognize your contacts within the CRM and access their crucial information and interaction history. With a simple button press, you can generate new leads that link straight to your CRM, thus streamlining the process. Tuvis extends the capabilities of your CRM tools directly to WhatsApp Web, enabling automatic synchronization of chat histories, direct consumer engagement, and comprehensive tracking of team performance for maximum efficiency. By simplifying compliance adherence, Tuvis enables you to concentrate on your core business activities. You gain complete insight into your organization’s daily conversations, as Tuvis identifies contacts and delivers valuable business intelligence, helping sales representatives forge personal connections with clients. Additionally, you can create leads, dispatch emails, and carry out various routine CRM functions directly within Tuvis, all while maintaining customer data in a centralized database for efficient communication with consumers. This integrated approach not only enhances productivity but also fosters stronger relationships with clients.

Description

Quickly grasp a company's challenges, requirements, and comprehensive financial background to play a crucial role in shaping their future. Access essential metrics from top financial applications using tools designed to track trends and assess the performance of business clients in real-time. The integration and automated analysis streamline the identification of both opportunities and challenges, enhancing banks’ capacity to provide unmatched personalized service. The cumbersome application processes and data-sharing hurdles that burden small to mid-sized businesses (SMBs) have been transformed into a swift and seamless experience. Generate highly tailored sales proposals based on the latest insights into the challenges and prospects facing businesses. With a clear and comprehensive view of their clients' financial histories, banks are better positioned to assist them in making informed decisions that will benefit them in the long run. By leveraging these insights, banks not only foster stronger relationships but also drive greater business success for their clients.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Microsoft Dynamics 365
Salesforce
BigCommerce
Expensify
Facebook Messenger
Insightly
Matomo
QuickBooks Online
SAP HANA
SendGrid
SendPulse
Shopify
TurboCASH
Twilio
WhatsApp
Xero
Zoom
bexio
eBay

Integrations

Microsoft Dynamics 365
Salesforce
BigCommerce
Expensify
Facebook Messenger
Insightly
Matomo
QuickBooks Online
SAP HANA
SendGrid
SendPulse
Shopify
TurboCASH
Twilio
WhatsApp
Xero
Zoom
bexio
eBay

Pricing Details

No price information available.
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

Tuvis

Country

United States

Website

tuvis.com

Vendor Details

Company Name

upSWOT

Founded

2019

Country

United States

Website

upswot.com

Product Features

Sales Enablement

Collaboration
Contact Management
Content Management
Document Management
Goals / Quota Management
Lead Management
Meeting Management
Performance Management
Presentation Management
Proposal Management
Territory Management
Training Management

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