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What is Effitrac CRM?

Evaluate and track the overall quantity of leads, calls, events, and tasks on a weekly basis while interpreting performance data via visual representations. Organize the responsibilities assigned to individual leads by modifying their priority, status, and deadlines to guarantee prompt fulfillment. Keep daily, casual notes regarding customer interactions, insights, and any other pertinent details that may come up. Allocate distinct IDs for events or meetings to avoid confusion, and document the venue and current status of ongoing events. Make sure to capture every detail of phone conversations by noting the lead's name, the purpose of their call, the topics covered, the type of call, the date, and the current status of the lead. Maintain a thorough log of customer inquiries concerning quotes, payment summaries, or additional questions to ensure transparency. From the initial stage of lead identification to the cultivation of customer relationships, Effitrac stands as a reliable companion. Effitrac equips you with the tools needed to gather valuable insights, devise strategies, and respond adeptly to your customers' requirements, which is essential for informed decision-making. By harnessing these capabilities, you can significantly boost your productivity and enhance customer engagement, ultimately leading to more successful interactions. This strategic approach not only streamlines your operations but also fosters lasting relationships with clients.

What is CRMDialer?

Begin by uploading your leads and make calls using either your own phone or ours through the sales dialer, which is equipped with vital features like a professional IVR, call recording, and live agent oversight from the outset, eliminating the need for downloads or extra plugins. Additionally, text messaging prompts responses, enabling you to send personalized messages or leverage SMS templates for quick lead follow-ups. You can easily upload and delegate leads to agents, ensuring that calls are continuously aligned with particular campaigns and lead sources. Enhance your efficiency with automatic progress through your call lists via sequential dialing. Call queues allow agents to effortlessly receive the most pertinent leads and follow-ups. We have effectively tackled the issue of agents being uncertain about their next call by optimizing the entire process. Moreover, agents have the ability to quickly update a lead’s status, jot down notes, schedule follow-ups, and even send customized emails or text messages while on calls, which significantly improves communication and lead management. This all-encompassing method guarantees that agents have every necessary resource at their disposal for meaningful interactions with prospects, ultimately driving better results. By embracing this integrated system, you can significantly enhance your team's productivity and connection with potential clients.

Media

Media

Integrations Supported

Additional information not provided

Integrations Supported

Additional information not provided

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

$149 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

Effitrac Solutions

Date Founded

2012

Company Location

India

Company Website

www.effitrac.com/crm-software

Company Facts

Organization Name

CRMDialer

Date Founded

2018

Company Location

United States

Company Website

www.crmdialer.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

Auto Dialer

Call Center Management
Call Recording
Call Reporting
Call Scripting
Lead Management
Power Dialer
Predictive Dialer
Preview Dialer
Progressive Dialer
Surveys

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

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