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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 ClickCoach?

Introducing a Comprehensive Coaching Platform Created by a Highly Accomplished Coach Who Has Generated Over $30 Million in Revenue. Designed specifically for professional coaches who want to effectively track client results, raise their fees, and drive business growth—while eliminating the hassle of juggling various spreadsheets, tools, and client communications. Key Benefits Keep track of measurable client progress with integrated dashboards that focus on goal achievement. Simplify administrative responsibilities with an all-in-one solution for scheduling, note-taking, billing, and reporting. Deliver a cohesive, branded coaching experience that enhances your professional image and enables you to charge premium rates! Say goodbye to wading through countless email threads. ClickCoach.io organizes your past sessions, homework updates, notes, and upcoming agendas into one convenient view. You can prepare efficiently right before a meeting, ensuring you appear thoroughly ready, which will impress your clients and contribute to higher retention rates. Instantly access client history. Quickly review session notes, homework tasks, and agendas in one glance. Present yourself as organized and professional before every discussion. Boost client retention through meticulous preparation. Assign tasks, resources, and deadlines directly from the session dashboard, streamlining your workflow and keeping clients on track. This platform not only saves valuable time but also cultivates a more efficient and effective coaching atmosphere, leading to better outcomes for both you and your clients. With ClickCoach.io, your coaching practice can reach new heights of success.

Media

Media

Integrations Supported

GrooveFunnels

Integrations Supported

GrooveFunnels

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

$497/year
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

ClickCoach

Date Founded

2024

Company Location

United States

Company Website

Clickcoach.io/sales

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

Coaching

Appointment Scheduling
Billing & Invoicing
Business Coaching
Client Management
Goal Setting / Tracking
Life Coaching
Mentor/Coach Matching
Program Management
Progress Tracking
Sport Coaching

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