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About Flow XO

Flow XO is a platform that allows users with no technical experience to build sales and marketing workflows on top of their existing cloud applications.
Each supported service is built as a module which is called by the Flow XO core. A service is split into separate methods, and each method is either a trigger (looks for new records, or receives new records via a webhook) or an action (creates, updates or deletes records).
It builds workflows quickly and easily,with simple workflow designer, even for novice users.

About Second CRM

Second CRM offers a common technology platform, covering sales, customer service and operations, for small to medium businesses, to implement data driven standard processes that improve productivity and help businesses scale.

Along with the generic automation software that serves majority of small to medium businesses, Second CRM for Industries, offer preconfigured Second CRM solutions, helping customers to immediately benefit from the proven best practices, with enterprise level support.

About Toolyt

Toolyt SFA is intended to fit the necessities of numerous administration ventures. It is adaptable and simple to utilize. Field Force Tracker conveys a conclusion-to-end arrangement that addresses all features of Service Lifecycle Management. We field benefit organizations deal with their arrangements, dispatch portable representatives, and receipt for the administrations.

Toolyt SFA's answers are created with industry specialists to convey the usefulness you have to address the particular difficulties and novel business needs in your particular industry. Our demonstrated arrangement refreshments you're existing foundation and can convey quick advantages appropriate out of the crate. With unmatched broadness and profundity to upgrade your administration lifecycle, Toolyt FSA is the arrangement of the decision to enhance consumer loyalty, streamline and synchronize forms, and convey positive monetary effect to your association. Select your industry to take in more about how our industry driving programming can help your association.

Toolyt SFA offers field benefit administration arrangements fit for a scope of big business organizations. Whatever your industry, run it insightfully with Toolyt SFA.

Also, you can integrate with your:

  • Existing CRM & Lead Management Tools
  • HR & Team Management Software
  • Billing or order management Tools
  • Attendance or Leave Management Tools
  • Customer Support or Ticket Managment Tool
  • Existing website

Solutions:

  • Instant Notifications to Managers
  • Improved Operational Efficiency
  • Customizable forms for Data Collection
  • Improve efficiency by Enabling Offline Mode
  • Instant Approval for Expenses via Manager's App
  • Add Expenses & Monitor Claims
  • Schedule Visits and Get Approval
  • Report shows Visits Accuracy
  • Enable Document or Photo collection
  • Assign tasks or visits and Monitor
  • Automatic Daily, Weekly & Monthly Reports

Benefits:

  • Ensure Optimal Allocation of Leads & Jobs
  • Add Expenses and Bill on the go
  • Structures Work Flows as Per your Company
  • More Efficient Reporting
  • Daily Remainders & Morning Report
  • Gain Instant Visibility of Lead, Conversion etc.
  • Improve allocation of resources using field intelligence.
  • Realtime Monitoring field Officers
  • Custom Reports for CEO's or Top Level Managers
  • Instant Capture Customer Feedback
  • Access to product Information & Documents

Features

  • API
  • Batch Permissions & Access
  • Customer Management
  • Data Export
  • Data Import
  • Data Visualization
  • External Integrations
  • Inventory Tracking
  • Notifications
  • Project Management
  • Supplier Management
  • Task Scheduling/Tracking
  • Third-Party Plugins/Add-Ons
  • Process Modeling
  • Process Reporting
  • Access Management
  • Status Notifications
  • Reports

Features

  • 2-Factor Authentication
  • API
  • Calendar Management
  • Contact Management
  • Contact Sharing
  • Customer Management
  • Dashboard
  • Data Export
  • Data Import
  • Data Visualization
  • Email Integration
  • External Integrations
  • File Sharing
  • File Transfer
  • Google Apps Integration
  • Lead Management
  • Lead Scoring
  • Marketing Automation
  • Multi-User
  • Notifications
  • Scheduling
  • Social-Media Integration
  • Task Scheduling/Tracking
  • Third-Party Plugins/Add-Ons
  • Call Tracking
  • Click-to-Dial
  • Sales Automation
  • Pipeline Management

Features

  • API
  • Calendar Management
  • Contact Management
  • Customer Management
  • Data Export
  • Data Import
  • External Integrations
  • Lead Management
  • Multi-User
  • Notifications
  • Scheduling
  • Task Scheduling/Tracking
  • Timesheets
  • Travel Management
  • Route Optimization
  • Mobile App
  • Fleet Management
  • Map Visualization
  • Appointment Scheduling

Summary

  • Marketing: Drip marketing campaigns; Lead management; Post event follow up.

  • Onboarding: Claims handling; Order processing & approval; Welcome emails.

  • Renewals & Retention: Annual renewals; Collecting feedback; Handling cancellations.

  • Upselling: Upgrade offers; Customer reviews; Identifying cross-selling opportunities.

Summary

  • Data driven Standard Process: We promote business automation and data driven approach to manage any business looking to scale. Implementing standard business processes with automated workflows, and escalating any anomalies with real-time dashboards and KPI’s are MUST for a predictable business growth and scaling up.

  • Always there for Customers: We offer multiple support options via email, phone, skype or even Whatsapp, whatever customers prefer, as long as they are using our products. Multiple implementation and support packages are available to meet the needs of every business.

  • No Big Bang Approach: We encourage businesses to start with basic automation and then slowly add advanced features as they scale. This way businesses don’t have to fork out a big amount upfront, without seeing any tangible returns and also it helps in smoother transition for employees.

  • Asian Products: We develop all our products keeping in mind local regulations and the needs of Asian SME businesses. From supporting all Asian languages, currencies and taxation, offer billing in local currencies, to having customer support guys speak local language, goes a long way to establish ourselves as the first choice among Asian businesses.

Summary

  • Increase Field Force Productivity by 40% by Automating Workflow

  • Track your field team Live (Optional)

  • Expense approval & Reimbursement

  • Schedule Visits (meetings), Remainders and Tracking

  • Realtime Task Management

  • Daily, Weekly & Monthly Performance Reports

  • Product Catalogues - Share with clients over SMS & Email

  • Jobs/Service Management

  • Attendance for Field / Sales Officers

  • Claim Management

Pricing

  • Credit card required: No
  • Free: 2 workflows; 100 tasks; 5 minute triggers
    Micro: $19 per month; 5 workflows; 5,000 tasks; 5 minute triggers.
    Plus: $49 per month; 10 workflows; 15,000 tasks; 1 minute triggers.
    Pro: $99 per month; 20 workflows; 45,000 tasks; 1 minute triggers.

Pricing

  • Starting from: $10.00/month
  • Credit card required: No
  • Starting from $10/user/month

    Get started with the very basic automation features and then slowly add more advanced features like sales force automation and customer service, as you become ready to scale.No Setup Fee. Monthly fee includes user licence, hosting, technical support, daily backups, bug fixes, updates and online video training.

SECOND CRM FOUNDATION

$10.00
1 user(s) / month
Included in plan:
  • Customer Database
  • Plan and Track Customer interactions
  • Calendaring and Reminders
  • Tasks Management (Kanban)
  • Send Email and SMS
  • Manage Multiple Email Accounts
  • Employee database
  • User directory & Messaging
  • HR Policy documents
  • Leaves Management
  • Claims Management
  • Passport and Visa expiry alerts
  • Meetings Management
  • Document Management
  • Company Announcement and Message Board
  • Manage Expenses and Office Bills
  • Track Payments (Claims and Bills)
  • Reports, Charts and Custom Dashboards

SALES

$36.00
1 user(s) / month
Included in plan:
  • Capture leads from email, website and social media
  • Append your Leads info with powerful data enrichment
  • Manage follow ups (appointments, meetings, reminders)
  • Email and SMS Campaigns to keep your leads warm
  • Track opportunities and sales pipeline
  • Manage sales team and track activities
  • Generate and send quotes and invoices
  • Manage sales orders and delivery orders
  • Manage payments and receipts
  • Sync data with Quickbooks, Xero
  • Set sales target and track performance
  • Generate sales reports and charts
  • Custom dashboards and widgets
  • Schedule sending reports via email

SERVICE

$36.00
1 user(s) / month
Included in plan:
  • Segment customers for better Account Management
  • Manage service team and track activities
  • Customer selfservice portal for creating and tracking service requests
  • Manage service contracts with expiry alerts
  • Track customer requests (tickets) with escalation
  • Email automation - auto response, ticket creation and assignment
  • Manage FAQ's and Knowledge base
  • Design and execute customer survey (CSAT, NPS)
  • Generate service reports and charts
  • Custom dashboards and widgets
  • Schedule sending reports via email

Pricing

Premium

$9.00
1 user(s) / month
Included in plan:
  • Attendance
  • CRM
  • Jobs/Services
  • Delivery Tracker
  • Task Manager
  • Expense Manager
  • Visits Manager
  • Order and Payment
  • Unlimited Hosting

FAQs

    What is this service generally used for?
  • It is used to build automated sales & marketing workflows.

  • What platforms does this service support?
  • Flow XO is a cloud-based service.

  • What are some applications this service is commonly used in tandem with?
  • It is used in tandem with Google apps and various CRM and email marketing platforms.

  • Does this service integrate with any other apps?
  • Flow XO integrates with: Google apps, Campaign Monitor, Mailchimp, Pipedrive, FreshBooks, Trello, Slack, Twilio etc.

  • Does this service offer an API?
  • It offers an API.

  • Does this service offer guides, tutorials and or customer support?
  • They offer knowledge base and live chat.

FAQs

    Does this service offer guides, tutorials and or customer support?
  • Second CRM offers Customer support via Phone, WhatsApp and Email. And provides an online customer support Portal that includes user manual, video tutorials, faq, Online Live chat

  • Does this service integrate with any other apps?
  • Connect with your favorite apps:
    Accounting Software - QuickBooks, Xero
    eCommerce - WooCommerce, Shopify, Magento
    Contacts & Calendar - Google, Office 365
    SMS - Clickatell
    Payments - Stripe, eGHL, eNETS
    Logistics - EasyParcel

  • Who are the main user groups of this service?
  • Small sized single location companies to large regional enterprises, across multiple industries and geographies.

  • What is this service generally used for?
  • Manage Sales & Marketing, Customer Support and Business Operations

  • What platforms does this service support?
  • Second CRM is a web based application, which supports all major browsers on all operating systems. Second CRM web app also support browsers on all major devices: iPhone, iPad, Android phones & tables, Windows 8 Phone & tablets and BlackBerry 10.

  • What are some applications this service is commonly used in tandem with?
  • Contacts & Calendaring, Email Marketing, SMS gateway, Payment gateway, Accounting/ERP software, eCommerce platform/Marketplace, Logistics, Integration with landing pages, etc

  • Does this service offer an API?
  • Second CRM offers two-way REST based web APIs to integrate with third-party applications.

  • Does this service offer multi-user capability (e.g. teams)?
  • Second CRM is designed for Team environment, with very details settings and configurations for Roles and Permissions, Groups, team hierarchy, etc to support any organisational structure.

FAQs

    Does this service offer guides, tutorials and or customer support?
  • Yes we provide 24x7 support via email,ticket and call.

  • Does this service integrate with any other apps?
  • You can integrate with any tool which has API exposed or hosted online. If you need support in integrating with existing tool such as Zoho, Salesforce etc. we can help you integrated

  • What platforms does this service support?
  • Android, Web and iOS

  • What is this service generally used for?
  • Toolyt is generally used for companies with sales guys or field officers on the road. You create or customise your field workflow and start using Toolyt in 20 minutes.

  • Does this service offer multi-user capability (e.g. teams)?
  • Yeah, you can customise the whole hierarchy as per your companies structure

  • Does this service offer an API?
  • Yeah we do provide an API

  • Who are the main user groups of this service?
  • Pharma Companies, Insurance companies, Banks, FMCG, Telecom, Hardware, Online/ecommerce, Manufacturing, Equipments, Mutual funds, Banks

Vendor Information

Founded:
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Based in:
-
Employees:
-
Likes:
Followers:
2.51k

Vendor Information

Founded:
-
Based in:
-
Employees:
-
Likes:
Followers:

Vendor Information

Founded:
-
Based in:
-
Employees:
-
Likes:
Followers:
32

Other

Regional Restrictions:
No restrictions.

Other

Who uses Second CRM
  • Startups
  • SMEs
  • Enterprises
Desktop Platforms:
  • Web App
  • Windows
  • Macintosh
Mobile Platforms:
  • iOS
  • Android
Languages:
English, Malay, Indonesian, Thai, Vietnamese, Chinese, Czech, Arabic, French, Hungarian, Dutch, Italian, Russian, Tamil, Swedish, Spanish, Turkish
Regional Restrictions:
No restrictions.

Other

Who uses Toolyt
  • SMEs
  • Enterprises
Desktop Platforms:
  • Web App
Mobile Platforms:
  • iOS
  • Android
Languages:
English
Regional Restrictions:
No restrictions.
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