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What is workXmate?

Uncover a budget-friendly CRM option specifically designed for B2B sales teams of any scale. Boost your sales pipeline by quickly identifying vital opportunities and potential risks, while efficiently organizing tasks to convert leads into loyal customers with workXmate CRM. Gain immediate access to extensive sales information, including lead tracking, account management, contact details, opportunity assessments, activity logs, invoices, quotes, and payment records. With built-in Tally functionality, guarantee that transactions are accurate and transparent for your clients; seamlessly convert qualified leads into opportunities and transform quotes into invoices through this innovative CRM. Experience complete sales force automation hosted on the cloud as a Software as a Service (SaaS), equipping your sales team with essential tools to make strategic decisions and expedite deal closures. In addition, utilize the CRM's features to effectively categorize your customer base, implementing industry-leading practices to focus on nurturing your most profitable segments for enhanced returns, while also ensuring that your sales strategy remains adaptable to changing market conditions.

What is Avaro One?

Avaro One is an all-encompassing Customer Relationship Management (CRM) and Professional Services Automation (PSA) platform specifically designed for businesses in sales, delivery, and professional services, effectively integrating these core functions into a unified system. This solution includes six unique modules that cater to different phases of the client journey: the Sales module optimizes pipeline management, lead evaluation, and quotation processes; the Marketing module aids in managing campaigns and segmenting audiences; the Delivery module supervises project implementation and resource distribution; the Finance module streamlines invoicing and expense management; the People & Development module enhances employee evaluations and career progression; and the Platform module guarantees strong security protocols, compliance with regulations, and integration with other systems. As opportunities in sales evolve into delivery projects, the system automatically transmits logged hours to the finance module, ensuring precise invoicing. Furthermore, Avaro One is equipped with features such as eight adaptable service model templates, document tracking for quotations and contracts, a tailored client portal for instant updates and invoice access, tools to ensure compliance with GDPR regulations, support for various currencies, and heightened security through two-factor authentication and role-based access controls. The user-friendly interface and extensive functionality of Avaro One enable organizations to significantly improve their operational productivity and strengthen client relationships, making it an essential tool for modern businesses. This combination of features positions Avaro One as a leader in CRM and PSA solutions in the industry.

Media

Media

No images available

Integrations Supported

TallyPrime

Integrations Supported

TallyPrime

API Availability

Has API

API Availability

Has API

Pricing Information

$5 per user per month
Free Trial Offered?
Free Version

Pricing Information

£35 per user per month
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

workXmate

Company Location

India

Company Website

www.workxmate.com

Company Facts

Organization Name

Avaro Technologies Ltd.

Date Founded

2026

Company Location

United Kingdom

Company Website

www.avarotechnologies.com

Categories and 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

Categories and 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

Professional Services Automation

Billing & Invoicing
CRM
Client Portal
Collaboration Tools
Document Management
Portfolio Management
Project Management
Proposal Generation
Quote Management
Resource Management
Time & Expense Tracking

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