Compare Flow XO vs Toolyt vs Kotive

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Software Description:

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.

Software Description:

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

Software Description:

"Makers" design custom-made taskflows that consist of tasks strung together by conditions with the aim of achieving a goal. Conditions influence and control the flow from one task to the next.

Example taskflows: request for leave, ask for a quote from movers, interactive storybook and manage the crowdsourcing translation of a book. The permutations are limitless considering the combinations of Makers, their unique taskflow apps and the niche markets they service.

Team leaders design taskflow apps to automate "shadow business processes" for their teams. Entrepreneurs design and resell taskflow apps to solve needs within niche markets. Small business owners design taskflow apps to convert to e-business processes and become more competitive.

Features:

Features:

  • Sales Motivator
  • Task Scheduling/Tracking
  • Call Tracking
  • Click-to-Dial
  • Route Optimization
  • Contact Sharing
  • Inventory Tracking
  • Customer Management
  • External Integrations
  • Lead Management
  • Multi-User
  • Lead Scoring
  • Notifications
  • Travel Management
  • Project Management
  • Data Export
  • API
  • Contact Management
  • Data Import
  • Conversion Tracking
  • Data Visualization
  • Budgeting
  • Expense Tracking
  • Email Integration
  • Forecasting
  • Supplier Management
  • Dashboard
  • Scheduling
  • Calendar Management
  • File Sharing

Features:

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:

  • 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

  • Claim Management

  • Attendance for Field / Sales Officers

Summary:

  • Disposable software: taskflow apps are quick to create, therefore you can design solutions for temporary events and discard them afterwards.

  • Adaptive taskflows: design complex and non-linear taskflows.

  • Advanced taskflows without programming: drag-and-drop tasks into a flow, set their properties and conditions to control its flow and then run the taskflows.

  • Invite team members: add teams and invite people to use your taskflow app.

  • Business-in-a-box: create unique taskflow apps and sell them to niche markets at prices you set.

  • Design-as-you-go: as processes and needs evolve, you can extend and modify taskflows as you go.

Pricing:

  • Credit card required: N/A
  • 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.

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?
  • 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

FAQs:

    Does this service offer multi-user capability (e.g. teams)?
  • Yes, the Maker has full control over organizations and teams, how they are structured and who has access to which. Access to tasks and taskflows can be fine-tuned using custom roles.

  • Does this service offer guides, tutorials and or customer support?
  • Yes, our detailed "how-to" guides, videos and growing list of taskflow recipes make it easy to get started with Kotive and we offer in-app customer support.

  • Does this service offer an API?
  • Yes it does.

  • Who are the main user groups of this service?
  • Entrepreneurs, Software developers, Designers, Business analysts, Marketing agents, Managers, IT specialists & Small business owners.

  • What is this service generally used for?
  • The Maker creates custom taskflow apps, invites team members to join and use it. Alternatively the Maker runs it as a SaaS business and resells their taskflow apps to customers in a niche market.

  • What platforms does this service support?
  • Kotive is web-based.

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Regional Restrictions:
No restrictions.

Other:

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

Other:

Who uses Kotive
  • Freelance
  • SMEs
  • Agencies
Desktop Platforms:
  • Web App
Languages:
English
Regional Restrictions:
No restrictions.
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