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Ratings and Reviews 0 Ratings
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Centrex SoftwareOur robust Customer Relationship Management (CRM) system is designed to enhance productivity, boost revenue generation, and foster better customer engagement. You can effectively oversee your advance and loan portfolio while benefiting from seamless integration with ACH processors. The platform also features a broker portal and comprehensive syndicate reporting capabilities. Engage your audience through email and SMS campaigns, manage incoming and outgoing SMS communications, and monitor email open rates, among various other features. ClixSign® facilitates the electronic signature process for any document, allowing you to track when up to eight signers have viewed and signed them. Your clients can utilize a personalized portal that enables them to upload necessary documents, check messages, and monitor their balances and payments. With our cutting-edge contact and deal management software, you gain a clear view of the entire sales pipeline. Additionally, Centrex Software specializes in providing tailored software development services, aiding clients in creating web and mobile applications for a wide range of needs, ensuring that they have the right tools to succeed in their business endeavors. This combination of features and services empowers companies to operate more efficiently and effectively.
What is efficy?
Our CRM solutions are distinguished by their unmatched adaptability within the market. Featuring an open and customizable architecture, users have the ability to make significant alterations across the various components of the software suite. To help you navigate these configurations and customizations, our expert teams are always on hand to offer assistance. We customize your CRM solution to fit perfectly with your organization’s structure, workflows, teams, events, projects, sales strategies, customer support, and help desk systems, among other vital elements. Efficy Group enhances the productivity of your sales teams by providing a robust suite of CRM tools that includes a customer database, business activity tracking, opportunity management, and a diverse array of offerings. Regardless of whether they are working from the office or remotely, your sales representatives are equipped with a comprehensive 360° perspective of their customers and prospects, including their proposals. Furthermore, they gain the capability to effectively segment their database, which enables them to launch targeted multi-channel marketing campaigns aimed at improving engagement and outcomes. This combination of features ensures that your sales teams are not only well-informed but also highly efficient in addressing customer needs.
What is Chatabox?
Chatabox is a highly adaptable cloud-based CRM solution that is not only user-friendly but also starts at an affordable price of just $6 AUD per month. This software offers streamlined workflows and automation capabilities that greatly enhance the efficiency of sales and lead management. Among its many features are the ability to track and share contacts, manage emails, handle attachments, and schedule appointments seamlessly. Users can easily store and request quotes as well as proposals, and generate invoices through customizable dashboards. With Chatabox, you can access crucial information anytime and from any location, ensuring you stay productive regardless of where you are. Our platform is designed to be both smart and effective, allowing for customization to suit your specific requirements. By implementing efficient processes tailored to your needs, you can significantly reduce costs, minimize errors, and boost overall productivity, making your business operations smoother and more effective than ever before.
Integrations Supported
Mailchimp
Microsoft Outlook
Alcméon
Campaign Monitor
Constant Contact
Constant Contact Lead Gen & CRM
Eureka ERP
Gmail
Google Calendar
HubSpot CRM
Integrations Supported
Mailchimp
Microsoft Outlook
Alcméon
Campaign Monitor
Constant Contact
Constant Contact Lead Gen & CRM
Eureka ERP
Gmail
Google Calendar
HubSpot CRM
API Availability
Has API
API Availability
Has API
Pricing Information
Pricing not provided.
Free Trial Offered?
Free Version
Pricing Information
$0 (free version)
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
efficy
Date Founded
2005
Company Location
Belgium
Company Website
www.efficy.com
Company Facts
Organization Name
Werkflo Software Solutions Pty Limited
Date Founded
2020
Company Location
Australia
Company Website
www.werkflo.com.au
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
Document Management
Access Controls
Archiving & Retention
Collaboration Tools
Compliance Tracking
Document Archiving
Document Assembly
Document Capture
Document Conversion
Document Delivery
Document Indexing
Document Retention
Electronic Signature
Email Management
File Recovery
File Type Conversion
Forms Management
Full Text Search
Offline Access
Optical Character Recognition
Print Management
Version Control
Financial CRM
Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management