Overview:
WorkXmate provides B2B CRM software that is simple to use and reasonably priced, allowing you to manage your leads, sales, purchases, and after-services. WorkXmate makes complex business processes simple so that you can concentrate on your main activities while still adhering to the leading industry standards. An effective CRM can help all-size B2B sales teams grow their sales pipeline. With WorkXmate CRM, you can plan activities to close more sales leads and new opportunities by quickly identifying critical opportunities and risks. This application provides you with 360-degree sales data at your fingertips. You can easily follow up on leads, accounts, customers, opportunities, projects, quotes, invoices, and payments. Its built-in integration system with Tally provides you with error-free transactions that clients can see. You can use the workXmate CRM to easily convert qualified leads into opportunities and quotes into invoices. Their management team has over 50 years of combined business management and development experience. They are dedicated to quality procedures and knowledgeable about ISO and SEI-CMM standards. It also keeps a client portfolio for you so you don't have to waste time contacting a specific customer in an emergency. It centralizes your sales team's focus, and with its reminder feature, your business won’t lose any clients through the system's cracks or loopholes.
About us:
The WorkXmate CRM software offers you many top techniques and cost-effective online CRM tools. It is a CRM that is tailored for small and medium-sized businesses, enterprises, and organizations. WorkXmate CRM converts website leads into tasks until the payments are made by capturing leads from your website. Your dashboard displays the activities that need to be completed by your sales team, and they also receive regular reminders and notifications, preventing lead loss due to circumstances that are not within your control. The best-in-class automated business operations are provided by the workXmate Cloud CRM software, which also highlights crucial client-related data to ensure improved client satisfaction. Because workXmate CRM is cloud-based, it frees your sales team from routine administrative tasks so they can concentrate on lead generation, deal closing, and customer satisfaction. workXmate on-demand feature tool makes sure that your customer is satisfied with your service using customer service & support features. From your website, your customers can create support tickets or inquiries. The customer support team members can then be assigned cases or complaints; you can access previous customer case responses; escalate customer queries; point consumers toward frequently asked question sections; follow contract terms, and you can also gain real-time insight into a product, item, or operator that needs to be improved.
The ERP system from workXmate, which includes applications for managing projects, training & development, knowledge management, and intranet, is effortlessly connected with the cloud CRM solution they offer. By utilizing workXmate Cloud CRM, small & medium businesses, including start-ups in India, Australia, the United States of America, and Europe, are accelerating growth. The key features of this CRM are: cloud computing, sales dashboards, sales reports, data analytics, customer support, email integration system, invoices & billing, on-demand SaaS, the database of all products, price books, sales quotes, forecasting of sales, tracking, opportunity management, sales force automation, shield sales automation, pipeline management, web forms, proposal management, inquiry management, quotes management, customization, and sales pipeline tracking.
Company’s Services:
The WorkXmate CRM software based on the cloud provides automation, management, and sales services, which allows you and your employees to get plenty of automation and sales tools. The feature tools make all the workloads of the sales force quite easy and less complicated for team members, resulting in better conversion and higher revenue.
It manages all your inquiries until they become final orders. It streamlines your quote, billing, recipients, and process. Managing your customers and clients with this tool becomes less hectic and easier. It offers customer service, landing pages, segments, taxes, price lists, and inventory. It helps you grow your sales, customer contentment, net margins, and overall productivity.
- On-Demand CRM Solution for Sales Force Automation
- With WorkXmate CRM, you can easily identify the panels that contain the most important opportunities, risks, and activities to plan to close more opportunities.
- You will have smooth access to all of your client’s data. Therefore you will be able to track leads, all the accounts, customer contacts, new sales opportunities, new projects, invoices, quotes, and all the payments.
- Your customers will be able to see the error-free transactions. You can utilize this CRM application and this feature to convert qualified leads into opportunities and quotes into invoices.
- Complete cloud-based sales force automation will be accessible to you on demand as SaaS; you can give your sales team the essential tools that they need to close more deals.
- Cloud CRM for Your Marketing Needs
- You can segment your clientele data to increase your generated profits.
- You can track marketing campaigns in this CRM using integration with well-known 3rd-party newsletter applications.
- With this feature, you can qualify and replace your tracking spreadsheet to reap all the benefits of a seamless lead transfer from marketing to sales.
- CRM Solution for Customer Support
- It empowers your customers to handle their service requests by lowering the price of support requests.
- Automated continuous customer feedback feature.
- It also has built-in customer care: the concerns of your dissatisfied customers are handled and taken care of.
- Its cloud-based and on-demand customer service along with a support ticket system is perfect for small and medium-sized businesses and organizations.
Pros
The WorkXmate features and tool automate your sale, marketing, and payment queries, it is the all-in-one solution CRM software;
- The workXmate user Interface is engineered perfectly, you won’t face any difficulty while working with this tool. The customer support team carries professional behavior and is completely responsive. You won’t have to waste a lot of time learning the functionality of this software.
- Its features are built differently from market-available CRM software which makes it stand out in the market, you will have an amazing experience using this software. Also, it manages all your marketing data much faster and more effectively.
- Its sales automation service manages all the tasks and provides you with a lot of free time to plan and execute pre-planned strategies.
Cons:
The WorkXmate will increase your sales productivity and customer engagement; however, it also has some bugs that you should know;
- The server doesn’t work properly sometimes, it seems that the server needs a lot of work to work smoothly. Also, it keeps on crashing.
- The website needs improvement, and the CRM is available to you at a reasonable price, but when you work with this software it certainly takes a lot of your time, even to upload inputs.
Conclusion:
WorkXmate is a full-featured cloud CRM software program created especially for small businesses to help them compete with the market leaders and accelerate growth. SMEs have total business knowledge because of workXmate CRM software. Additionally, it provides you access to the management procedures and best practices that are frequently used by leaders in the sector. With this CRM application software, you can gain knowledge about every facet of your company to make wise decisions that will automatically accelerate growth. You can experience simple workflow automation operations that lower costs and lower risks. It allows you to achieve increased productivity, engagement, contentment, and retention of the workforce. It allows access to industry best practices at your fingertips; WorkXmate is equal to having a combination of over 18 point solutions that allow you to capture leads, customer service requests, and job applicants from your website and store them in its database. It has zero maintenance and infrastructure costs for IT. This CRM software is quite different from market-available CRM applications; its tools and features are easily customizable, easy to work with, and overall help you succeed. It strengthens the customer relationship by taking care of customers’ queries and issues.