workXmate: Emerging leader in Mobile CRM App


Leads Management



Are your Enquiries getting lost?



Capture and Assign Enquiries/ Leads Automatically
Send personalized Emails/SMS to Leads
Identify & Focus on Hot/ High Value Leads
Track Lead Status and Activities until Closure


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Lead Management Features



Lead Capture



Capture Enquiries/ Leads from website forms & Indiamart directly into database to ensure no leads are lost



Auto Assignment



Assign leads automatically based on lead source & notify salesperson by Email/SMS



Segment & Priortize



Segment & Prioritize to Identify & Focus on Hot/ High Value Leads



Beat Management



Manage Beats based upon locations & products



Lead Tracking



View all Activities related to Leads. Also view status history with timeline.



Email/SMS Communication



Send Auto-acknowledgement, Quotes, Invoices etc. to Leads. Also send Bulk emails.



Send Quotes



Email Quotes within minutes of receiving a Lead



Excel Import



Import bulk Leads from Excel



CRM Software Features



Lead maNagement



Capture, Assign, Track & Manage Sales Leads with Activities



Sales Team Tracking



Track Activities of Sales Team using GPS



Order Management



Manage Deliveries, Invoices & Payments



After Sales Service



Track AMC related Maintenance Activities & Payments



Cloud Solution



Capture, Assign, Track & Manage Sales Leads with Activities



Roles Heirarchy



Roles based access to secure Data, Dashboard, Reports & Analytics



multi-level Approvals



Configurable Approvals for Quotes, Orders & Invoices



Email/SMS Notifications



Send Automatic/ Manual Bulk Notifications using Email/SMS.



Document Management



Upload Documents manage different versions of important Documents



Integrations



Integration with Website. API based integration with 3rd party software.



Customization



Easily configure Software instead of paying large fees for Customization



SUPPORT



Backed by a dedicated team trained in advanced technologies, supporting you online, on phone & onsite



Schedule a Free Trial OF B2B CRM SOFTWARE












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Key Reasons to choose workXmate B2B CRM Software



Dashboard



80% work can be done from Dashboard itself



Collaborate



Collaborate with Facebook like Comments & Share



Manage multiple offices



Manage multiple offices from anywhere anytime



Flexible subscription



Reduced Cost due to Flexibility of App selection for individual employees



Multi-level Security



Multi-level security to ensure that every one has access to what they need only



Easier than Spreadsheets



Stop struggling with spreadsheets, their versions, formats & data



workXmate Technologies Pvt. Ltd.



An emerging Leader in Mobile CRM App

A61/B4, Sector 63, Noida



+91- 8376948812


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