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.
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
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
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
Batch Permissions & Access
Google Apps Integration
Marketing: Drip marketing campaigns; Lead management; Post event follow up.
Onboarding: Claims handling; Order processing & approval; Welcome emails.
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.
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
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
1 user(s) / month
Included in plan:
Plan and Track Customer interactions
Calendaring and Reminders
Tasks Management (Kanban)
Send Email and SMS
Manage Multiple Email Accounts
User directory & Messaging
HR Policy documents
Passport and Visa expiry alerts
Company Announcement and Message Board
Manage Expenses and Office Bills
Track Payments (Claims and Bills)
Reports, Charts and Custom Dashboards
1 user(s) / month
Included in plan:
Capture leads from email, website and social media
Append your Leads info with powerful data enrichment
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?