IMPROVE CUSTOMER CONNECTIONS, BOOST SALES
Accelerate sales with our AI/ML powered CRM, Partner Relationship Module, Proposal Management, and Sales productivity tools. Boost performance and achieve unparalleled success.
CUSTOMER – CENTRIC CRM
Our Customer Centric CRM platform is designed for businesses of all sizes. Strengthen your customer relationship management with our simple-to-use, scalable, and affordable solution with features to create a WOW factor for every new Lead entering your CRM
Multi-Channel Integration
Capture leads from diverse channels such as social media, emails, events, and more.
Marketing Automation
Automated email campaigns, lead scoring, and personalized communication for targeted marketing.
Proposal Management
Centralized platform for creating, sharing, and tracking proposals with version control.
Lead Scoring and Segmentation
Intelligent lead scoring and segmentation for prioritized and targeted engagement.
Integration Capabilities
Seamless integration with popular marketing tools, third-party apps, and other business systems.
Workflow Automation
Streamlined processes through automated workflows.
Real-time Analytics and Reporting
Advanced analytics to track and measure performance across sales and marketing activities.
Collaboration Tools
In-app communication, task assignment, and document sharing for improved teamwork.
Mobile Accessibility
Responsive design and mobile apps for on-the-go access and productivity.
Personalization Engines
Dynamic content and personalized experiences based on customer behavior and preferences.
AI-driven Insights
Artificial Intelligence for predictive analytics, trend analysis, and actionable insights.
Customer Journey Mapping
Visual representation of customer interactions and touchpoints for enhanced understanding.
Security and Compliance
Robust security measures and compliance with data protection regulations.
PRODUCT & BRANDED MICROSITES FOR SALES TEAMS & PARTNERS
Change the way sales and pursuit teams manage and share content. Progressive Web App (PWA) designed
with simplicity and effectiveness in mind.
Auto upload content on effyLinks and empower users to access, co-brand, personalize &
share instantly.
Real-time tracking, analytics with valuable intent signals.
COMPLETE PARTNER EXPERIENCE SUITE
Empower your channel teams, partners, and distributors with our AI-powered PRM platform. From onboarding to rewarding experiences, gamification and loyalty our PRM platform helps you manage it all seamlessly. Drive direct sales impact by strengthening partner relationships and optimizing channel performance with our comprehensive PRM solution.
BEYOND TYPICAL PROPOSAL SOFTWARE
Effortlessly generate personalized proposals in minutes. Use pre-designed templates, customizable formats, a drag-and-drop content library, esignature capabilities, and CRM data integration.
Dynamic Personalization
Craft proposals that resonate by tailoring content based on recipient specifics, ensuring relevance.
Template Flexibility
Effortlessly adapt and design templates to suit varied proposal requirements, maintaining consistency and professionalism.
Effortless Organization
Enhance productivity with an intuitive drag-and-drop interface, allowing seamless content organization for optimal efficiency.
Instant Collaboration
Boost teamwork by collaborating in real-time, accelerating the document creation process through instant feedback and input.
CRM Integration
Strengthen client relationships by seamlessly syncing proposal data with your CRM system, ensuring accurate and up-to-date information.
Flexible eSignatures
Expedite the approval process with multiple eSignature options, providing flexibility and convenience for all stakeholders.
Content Diversity
Access a dynamic library of varied content elements, ensuring proposals are enriched with engaging and impactful information.
Real Time Notifications
Timing is crucial. Receive real-time notifications when a proposal is opened, viewed, commented on, or completed. Empowers swift, proactive action.
Insightful Analytics
Gain a deeper understanding of proposal engagement with automated insights, enabling data-driven decision-making and strategy refinement.
Mobile Workability
Stay productive on the go with mobile accessibility, allowing you to work on proposals anytime, anywhere, and from any device.
Multi-channel Delivery
Expand your reach by sending proposals through various communication channels, meeting the diverse preferences of your audience.
Document Security
Safeguard sensitive information with robust security measures, ensuring the confidentiality and integrity of your proposals.
Automated Workflows
Streamline and optimize your processes with automated workflows, reducing manual effort and enhancing overall efficiency in proposal management.
ELEVATOR PITCH GENERATOR
Capture your prospect's interest and secure a follow-up conversation with a compelling elevator
pitch. This concise introduction defines who you are, outlines your services, and articulates why
your audience should choose to collaborate with you.
By analyzing successful pitches, it
identifies key phrases from
your Business Idea/Core Message, shortening the pitch while emphasizing crucial elements.
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