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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 Covve?
Covve alerts you to the best times to engage, keeping you informed when connections begin to weaken. Following each interaction, you can record your observations, ensuring that every detail is preserved. You can monitor your networking progress on a weekly basis, use tags for efficient organization of your contacts, and set reminders to maintain successful networking habits. The app also includes a sophisticated business card scanner that accurately converts your contacts into digital form. By nurturing meaningful relationships, you can improve both your personal and professional spheres. It acts as a powerful relationship management tool, complete with person-focused notes and alerts. Additionally, Covve enables you to manage your relationships more proficiently, paving the way for possible business opportunities. After conversations, you can create detailed notes to document every crucial aspect. You also have access to tailored news that affects your connections, ensuring you're well-prepared before reaching out. This holistic method transforms networking into a more thoughtful and interactive experience, ultimately leading to stronger connections and opportunities for collaboration.
Integrations Supported
Gmail
Microsoft Outlook
Stackreaction
API Availability
Has API
API Availability
Has API
Pricing Information
Pricing not provided.
Free Trial Offered?
Free Version
Pricing Information
Pricing not provided.
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
Covve
Date Founded
2013
Company Location
Cyprus
Company Website
www.covve.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
Contact Management
Activity Management
Appointment Management
Contact Database
Contact History
Contact Import/Export
Customer Pipeline
Email Marketing
Group Management
Interaction Tracking
Lead Management
Prospecting Tools
Sales Pipeline Management
Search / Filter
Segmentation
Shared Contacts
Social Media Integration
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