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What is eXert CRM?

eXert CRM Software is an advanced web-based solution that combines functionalities for sales, support, and planning to effectively connect with the target audience, thereby enhancing understanding of the company's performance in areas like lead generation, follow-ups, categorization, management of the sales funnel, and forecasting for its varied services. This CRM platform boasts state-of-the-art integration capabilities, ensuring accessibility on multiple devices, such as smartphones and tablets. Tailored to align with modern lifestyles and demographic shifts, eXert CRM significantly improves client and customer management efficiency through its all-encompassing 360-degree integration, which encompasses features like quotations and orders. Additionally, it equips users with the tools to make well-informed decisions driven by real-time data analytics, ultimately streamlining various business processes and enhancing overall productivity. As a result, organizations can expect not only to meet client needs more effectively but also to adapt swiftly to changing market demands.

What is OneDigiFlow?

A user-friendly CRM system allows you to connect with potential clients throughout the inquiry and sales journey, effortlessly create and share quotes, and manage projects, tasks, and job assignments with ease, all while streamlining the invoicing process. This tool significantly enhances your productivity, freeing up valuable time to focus on growing your business. Available 24/7, it only requires your username and password for access, ensuring you can work whenever you need. The dashboard utilizes advanced algorithms and coding to adapt to your interactions, customizing the interface to offer you essential insights at a glance related to quotes, estimates, and invoices, which empowers you to make well-informed business choices. You will appreciate a detailed overview of all transactions displayed on a visually engaging mobile platform, where you can track every action taken by your sales team on each deal for efficient follow-up. Additionally, you can establish product or service SKUs, quickly create estimates, and send them to clients for prompt approval, facilitating a seamless workflow. With these capabilities, your team can remain organized and highly responsive to customer demands, ultimately transforming the way you manage your sales process. As a result, you will experience enhanced collaboration and improved customer satisfaction, propelling your business toward greater success.

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

$65.93 per 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

eXertERP

Company Website

www.exerterp.com

Company Facts

Organization Name

OneBizStore Technologies

Company Location

India

Company Website

onedigiflow.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

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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