Audience
B2B sales teams searching for a powerful CRM solution
About workXmate
Affordable CRM for B2B Sales Teams of all sizes. Maximise Sales Pipeline: Quickly identify key Opportunities & Risks & plan Activities to close more Opportunitieswith workXmate CRM. 360° Sales Data on Fingertips: Track Leads, Accounts, Contacts, Opportunities, Activities, Invoices, Quotes & Payments. Built-in Tally Integration. Error Free Transactions Visible to Customers: Seamlessly convert Qualified Leads to Opportunities and Quotes to Invoices with the CRM. Complete sales force automation on the Cloud available on Demand as SaaS: Provide Tools to your Sales Force to make smarter business decisions and close more deals faster. Segment your Customers to Maximise Returns: Use CRM software to segment customers using industry best practices and focus upon reaching out to your most profitable segments.
Other Popular Alternatives & Related Software
DocSales
DocSales is an award winning B2B SaaS platform that allows you to generate proposals and contracts through your CRM of choice with zero clicks (and zero effort).
Our built in eSigning platform helps sales reps close deals faster by processing payments when a customer eSigns the document.
Create quotes, proposals and contracts with ZERO CLICK. Just drag the opportunity card from your CRM to the Sales Documents. That's it!
It works with major CRMs (SalesForce, Close.com, Hubspot, Pipedrive).
DocSales:
(1) Uses Google Docs as Document Template + Data from CRM opportunity.
(2) Prepare the document and send it to your customer to eSign it (DocSales eSign or Docusign)
(3) Charge your customer when they sign the document.
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TopBuilder
More than a CRM, TopBuilder is the leading provider of preconstruction, sales, and marketing software for contractors of all types and sizes.
TopBuilder is the first Construction CRM that helps increase collaboration, communication, efficiency, and profitability throughout your entire sales process.
When it comes to finding new leads and keeping track of your sales pipeline, you need a CRM system that is easy to use and provides you with the ability to segment your leads. TopBuilder’s CRM makes it easy to keep track of your construction projects and sales pipeline. You can easily see which projects are in progress, which ones are complete, and which ones are at risk. The software also allows you to segment your leads by location or type of project.
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Zomentum
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Pricing
Starting Price:
$5 per user per month
Free Version:
Free Version available.
Integrations
Company Information
workXmate
India
www.workxmate.com
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Product Details
Platforms Supported
Cloud
Training
Documentation
Live Online
Support
Phone Support
Online
workXmate Frequently Asked Questions
workXmate Product Features
CRM
Calendar/Reminder System
Document Storage
Email Marketing
Internal Chat Integration
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Call Logging
Lead Scoring
Territory Management
