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What is ezTask.io?

An easy-to-use CRM tailored to your sales workflow can significantly enhance your business's growth. Our intuitive sales force automation software is designed to boost customer interaction, convert leads into sales, and foster lasting relationships with clients. It's often said that sales only happen when a transaction occurs; therefore, acquiring leads is crucial for successfully marketing your products. This process is essential for sales and can be managed with remarkable ease. The essence of building a business lies in developing individuals, who in turn contribute to the organization's success. To keep your business thriving, invest in nurturing those connections through timely and effective communication. With the complete ezTask.io platform accessible on both iOS and Android, you can oversee your business operations from virtually anywhere. We will handle the tedious tasks, allowing you to concentrate fully on the sales process and achieving your goals. By streamlining your activities, you can create a more productive environment for growth and success.

What is 360 View CRM?

Demonstrating an understanding of the unique needs of customers is vital for any business. By improving the relational experience, organizations can effectively drive growth. As the appetite for personalized services continues to rise, financial institutions are compelled to harness customer data to meet these evolving expectations. A key strategy to illustrate genuine understanding to clients is to recommend the most appropriate products exactly when they need them. To ensure ongoing growth, banks ought to implement a system that tracks every customer interaction in real-time, allowing for a nuanced understanding of their preferences. Additionally, it is imperative to build capabilities for personalized outreach at every stage of the customer journey. Through the use of targeted marketing communications, organizations can not only boost customer retention but also reinforce their relationships with clients. Tailoring communications and interactions to reflect each client's distinct profile is crucial for nurturing and enlarging these significant connections. This level of customization not only cultivates customer loyalty but also propels sustained success in a highly competitive environment. Ultimately, the ability to adapt to individual customer needs will set organizations apart as leaders in their fields.

Media

Media

Integrations Supported

Google
Microsoft Outlook
Salesforce

Integrations Supported

Cincom CPQ
ThinkOwl
WhatsWaves

API Availability

Has API

API Availability

Pricing Information

$19/month/user
Starter: $19/user/user
Professional: $29/user/user
Premium: $59/user/user
Free Trial Offered?

Pricing Information

Pricing not provided

Supported Platforms

SaaS
Android
iPhone

Supported Platforms

SaaS

Customer Service / Support

24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training

Company Facts

Organization Name

AppiVa Software

Date Founded

2016

Company Location

India

Company Website

www.appiva.in

Company Facts

Organization Name

inBusiness Services

Date Founded

2001

Company Location

United States

Company Website

www.360view.com

Categories and Features

CRM

Calendar/Reminder System
Call Logging
Document Storage
Lead Scoring
Mobile Access
Segmentation
Task Management

Financial CRM

Lead Management
Relationship Tracking
Team Assignments

Lead Management

Activity Tracking
Lead Capture
Lead Distribution
Lead Nurturing
Lead Scoring
Lead Segmentation
Pipeline Management
Prospecting Tools
Source Tracking

Sales Force Automation

Call Management
Contact Management
Field Sales Management
Lead Management
Opportunity Management
Performance Metrics
Sales Forecasting

Categories and Features

Financial CRM

Household Tracking
Marketing Management

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