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What is Webtrix24?

Webtrix24 is a comprehensive cloud-based platform that functions as a CRM and business operations solution, offering a wide range of features such as general and insurance-specific CRM capabilities, as well as workflows tailored for the rental of computers and equipment. It empowers teams to efficiently handle leads, maintain contacts, pursue sales opportunities, track follow-ups, manage tasks and projects, execute campaigns, oversee customer records, process invoices and payments, and compile reports. In the realm of insurance, the platform includes essential tools for monitoring policies and claims, managing renewal notifications, overseeing commission arrangements, and enhancing communication with clients. Furthermore, its rental management capabilities cover aspects like inventory oversight, creation of delivery challans, tracking assets, billing for rentals, managing returns and replacements, and preserving product history. Primarily aimed at service-focused enterprises and agencies, it supports sales and support teams, insurance professionals, and individuals engaged in the computer and equipment rental sector. Users have the option to begin with a free plan, while various paid subscriptions are available, each featuring different tools tailored to specific CRM needs. This adaptable framework allows organizations to select a subscription that aligns optimally with their unique operational requirements and ambitions for growth, ensuring they have the tools necessary to succeed in their respective industries.

What is Agenex?

Agenex is a cloud-based CRM tailored for independent insurance agents, POSP advisors, brokers, and agencies in India. This state-of-the-art platform merges client and policy data for motor, health, life, and general insurance into a user-friendly web dashboard and mobile apps. Agents can effortlessly scan policy documents or take photos to retrieve policy details, track renewal dates and expiration of vehicle documents, and send reminders via WhatsApp and SMS in twelve different languages spoken in India. Moreover, the system adeptly organizes leads and follow-ups, securely stores client documents, calculates commissions for insurers and sub-agents, oversees access for branches and personnel, and provides tools for accounting, customer ledgers, and downloadable reports. In addition, Agenex offers Vahan-connected services like vehicle registration and e-challan checks as optional paid services. Users also gain the advantage of a hosted agent website and mobile access, with API integration reserved for the Platinum plan. This comprehensive approach not only simplifies the insurance process but also empowers agents to enhance their operational efficiency. By incorporating modern technology, Agenex positions itself as an essential partner in the evolving landscape of the insurance industry.

Media

Media

No images available

Integrations Supported

WhatsApp
Facebook Ads
IndiaMART
Justdial

Integrations Supported

WhatsApp

API Availability

Has API

API Availability

Has API

Pricing Information

₹0
A free-forever plan is available. General CRM Growth costs ₹299/month, billed yearly at ₹3,588 plus tax; Enterprise costs ₹499/month, billed yearly at ₹5,988 plus tax. Insurance CRM starts at ₹349/month, and Computer Rental CRM starts at ₹499/month.
Free Trial Offered?

Pricing Information

₹999/year
The Silver plan is ₹999/year for the first year. GST is included. Vehicle registration and e-challan checks are billed separately, and renewal pricing may vary.
Free Trial Offered?

Supported Platforms

SaaS

Supported Platforms

SaaS
Android

Customer Service / Support

Standard 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

Webinars
Online Training

Company Facts

Organization Name

Webtrix Solutions

Date Founded

2020

Company Location

India

Company Website

webtrix24.com

Company Facts

Organization Name

Apna Infotech

Date Founded

2015

Company Location

India

Company Website

agenex.in/

Categories and Features

CRM

Not specified

Insurance CRM

Not specified

Categories and Features

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