Compare Officetrax vs Monday vs Zoho SalesIQ

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Crozscore:

35%
what is this?
39%
interest falling

Crozscore:

70%
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72%
40%
interest rising

Crozscore:

87%
what is this?
85%
60%
no significant changes
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Software Description:

Officetrax is a powerful CRM, Project Management, and Support solution that helps you streamline your day. Officetrax is a great tool for small to medium businesses who are looking for an easy-to-use CRM system to assist them with leads, opportunities, customer support, and so much more. Using Officetrax helps you to keep track of every interaction with a customer or lead to build better relationships with your contacts.

Features like time tracking, event scheduling, and opportunity scoring all help you manage your time to stay on top of the most important tasks. Use the customer portal to allow your customers the ability to submit support tickets for a streamlined support system - you can even have them approve quotes from Officetrax as well!

Sign up for a Free Trial today to learn more!

Software Description:

Monday is a project management tool your team will actually enjoy using. It makes it fun and easy for everyone to collaborate, focus on what's important, and get more done at work. It's the first visual tool of its kind and shows you exactly where things stand in a single glance. Finally get rid of painfully long email threads, cut down on meetings, and experience the satisfaction of turning things green when they're done.

Software Description:

Zoho SalesIQ is a website visitor tracking and live chat software for small to large organizations that helps to improve customer engagement on your site and identify sales opportunities. The software provides detailed visitor information, such as location, site behavior, and new or returning visitors, that can be used to identify hot prospects and proactively engage them in chat at the most optimal time.

You can personalize chat sessions with Zoho SalesIQ's customizable chat widget, automatic language translation, and the ability for users to select which agent they would like to speak to. Create pre-defined rules and set up 'hot prospect' notifications to be sent to agents when visitors complete certain actions on your site.

Zoho SalesIQ integrates with Zoho CRM to track and record lead and prospect information. Chat sessions can be automatically converted into contact or lead records in the CRM and you can assign follow up actions without leaving the chat window. Alerts can also be sent to sales staff in Zoho CRM when identified hot prospect return to your site.

The customer engagement app can be used to monitor KPIs around visitor activity, as well as agent performance, through prebuilt reports and performance monitoring stats. Supervisors can use Zoho SalesIQ to co-browse with agents as they chat to prospects and provide coaching with live feedback.

Features:

  • File Sharing
  • Contact Management
  • Forecasting
  • Data Import
  • Data Export
  • Notifications
  • Project Management
  • Gantt Charts
  • Multi-User
  • Task Scheduling/Tracking
  • Lead Management
  • Customer Management
  • Calendar Management
  • Scheduling
  • Dashboard

Features:

  • Email Integration
  • File Sharing
  • Notifications
  • Project Management
  • Task Scheduling/Tracking
  • Calendar Management
  • Contact Management
  • Contact Sharing
  • History/Version Control
  • Scheduling
  • Data Import
  • API
  • External Integrations
  • Expense Tracking
  • Budgeting
  • Data Export
  • Supplier Management
  • Travel Management
  • Inventory Tracking
  • Third-Party Plugins/Add-Ons
  • Multi-User
  • Dashboard
  • Customer Management
  • Gantt Charts
  • 2-Factor Authentication
  • Google Apps Integration
  • Batch Permissions & Access
  • Lead Management
  • Accounts Receivable
  • Accounts Payable

Features:

  • Email Integration
  • API
  • Data Visualization
  • Data Export
  • Lead Scoring
  • Lead Management
  • Marketing Automation
  • Third-Party Plugins/Add-Ons
  • Google Apps Integration
  • Notifications
  • Dashboard

Summary:

  • Free 14 day trial of Officetrax CRM

  • Affordable CRM for businesses of all sizes

Summary:

  • Private & Shareable Boards: Users can invite relevant people to collaborate with them.

  • Live Comments: Enables commenting, marking, highlighting or drawing on any PDF, PPT, Word file.

  • Automatic Knowledge Base: Posting files, questions and notes automatically generates the company's knowledge base.

  • Email Notifications & Replies: Easy to update and stay updated.

  • People Tagging: Easily notify team members using @TheirName.

  • Upload documents Effortless image pasting and file dropping into the system.

  • Email Notifications & Replies: Easy to update your teammates and stay updated on what's going on.

Summary:

  • Real-time visitor tracking: Analyze your store visitors in real-time. Understand how they are navigating your store. Gain insights into their geo-location and referrer source to engage in contextual conversations.

  • Visitor insights and lead scoring: Gain access to a highly insightful list of 'All' your store visitors. Prioritize them as hot, warm and cold based on their score. Drive sharper and more relevant engagement.

  • Sell smarter. Close deals faster: Supercharge your sales conversions by automating your store -visitor engagement with intelligent triggers. Recognize & engage prospects landing on your website through email campaigns.

  • Automatic chat translation: Engage with a wider audience and cover markets spreads across the globe. Receive messages in any language, but reply to prospects in their native language.

  • Easy to setup and customize: Setup is as simple as copy & paste. Customization is just a few more clicks. Whatever be the look & feel of your online store, SalesIQ just blends right in.

  • Take SalesIQ with you: Live chat with your store visitors from the comfort of your couch or while waiting at the airport. SalesIQ plays with with your iPhone, iPad or Andriod device via standard Jabber client).

Starter

$10.00
per 1 user/month - paid annually
Included in plan:
  • 2GB Storage per user
  • Calendar & Events
  • Accounts, Contacts, Leads
  • Opportunities & Custom Pipelines
  • Incident Tickets
  • Incident Tickets
  • Campaigns & Mass E-Mail
  • Import & Export
  • Roles & Privacy Settings
  • Activity Feeds
  • Notes

Plus

$16.00
per 1 user/month - paid annually
Included in plan:
  • 5GB Storage per user
  • Everything in Starter plus:
  • Quoting
  • Workspaces
  • Discussions
  • Project Management (Gantt Chart, Tasks, etc.)

Ultimate

$20.00
per 1 user/month - paid annually
Included in plan:
  • 5GB Storage per user
  • Everything in Plus plus:
  • Territories
  • Time Tracking
  • Change Requests
  • Problem Management
  • Customer Portal
  • Branded Login Page

Enterprise

$24.00
1 user(s) / month
Included in plan:
  • Google authentication
  • Crazy powerful search
  • Full API
  • Private boards
  • iOS and Android apps
  • Add unlimited boards
  • Add updates via email
  • Unlimited Storage
  • Unlimited Storage
  • Filter by anything
  • Unlimited guests
  • One-on-one training
  • 24/7 support
  • External integrations
  • Share boards with guests
  • VIP support with account manager
  • Audit log
  • Two-factor authentication
  • Detailed activity stats
  • Advanced security features

Standard

$8.00
1 user(s) / month
Included in plan:
  • 24/7 support
  • Share boards with guests
  • 50 GB of storage
  • Crazy powerful search
  • 24/7 support
  • Add updates via email
  • Add updates via email
  • External integrations
  • Filter by anything
  • Add unlimited boards
  • Full API
  • Filter by anything
  • iOS and Android apps
  • iOS and Android apps
  • Limited number of guests
  • Add unlimited boards
  • Full API
  • 50 GB of storage
  • External integrations
  • Limited number of guests
  • Crazy powerful search
  • Share boards with guests

Basic

$5.00
1 user(s) / month
Included in plan:
  • 5 GB of storage
  • iOS and Android apps
  • Add unlimited boards
  • Simple search function
  • Filter by person
  • Add unlimited boards
  • 24/7 support
  • Filter by person
  • 24/7 support
  • 5 GB of storage
  • Simple search function
  • iOS and Android apps

Pro

$12.00
1 user(s) / month
Included in plan:
  • iOS and Android apps
  • Add unlimited boards
  • Unlimited guests
  • Crazy powerful search
  • Unlimited Storage
  • Unlimited Storage
  • Share boards with guests
  • Detailed activity stats
  • Google authentication
  • filter by anything
  • Full API
  • 24/7 support
  • Add updates via email
  • External integrations
  • Private boards

Pricing:

  • Starting from: $19.00/month
  • Credit card required: N/A
  • $19 for 3 users. $59 for 5 users. $129 for 10 users.

FAQs:

    Does this service offer guides, tutorials and or customer support?
  • Customer Support is unlimited. There are also free support guides available online.

  • Does this service offer multi-user capability? (e.g. teams)
  • Yes

  • What platforms does this service support? (e.g. native mobile apps)
  • Officetrax is a fully responsive web-app which means it can be used on any device that has a web browser.

FAQs:

    Does this service offer an API?
  • It offers an API and automations through Zapier

  • What are some applications this service is commonly used in tandem with?
  • It is most frequetly used in tandem with Pipedrive, Slack, Google Drive.

  • Who are the main user groups of this service?
  • Typical users of daPulse are: mid sized businesses, non profits, public administrations, and small business.

  • What is this service generally used for?
  • daPulse is a web-based task management and collaboration tool.

  • Does this service offer multi-user capability? (e.g. teams)
  • There is multi-user capability available.

  • Does this service offer guides, tutorials and or customer support?
  • Support Provided: FAQs, Forum, Knowledge Base, Online Support, Phone Support, Video Tutorials.

  • Does this service integrate with any other apps?
  • daPulse integrates with: Pipedrive, GitHub, Google Drive, Google Analytics, Dropbox, Zapier, and others.

  • What platforms does this service support? (e.g. native mobile apps)
  • It is web-based service, working on: Mac, Windows, iOS, Android, Linux, Windows Phone, Mobile Web App.

FAQs:

    What is this service generally used for?
  • To convert your website visitors into happy paying customers. Increase the ROI on your content, SEO, Adwords and email marketing efforts. Get started now with our forever free plan.

  • Does this service offer guides, tutorials and or customer support?
  • Yes.

  • What platforms does this service support? (e.g. native mobile apps)
  • SalesIQ is available in web browser, android and iOS platforms

  • Does this service offer an API?
  • Yes.

  • What are some applications this service is commonly used in tandem with?
  • It is most commonly used in tandem with all leading CRM and Help Desk Softwares

  • Who are the main user groups of this service?
  • Mid Size Business, Small Business, Entrepreneurs, Startups, Freelancers.
    Supported Countries: Worldwide

  • Does this service offer multi-user capability? (e.g. teams)
  • Yes.

  • Does this service integrate with any other apps?
  • Zoho SalesIQ offers 'add-ons' across 70+ CMS, ecommerce, and email marketing platforms that help you close more deals while tracking your website visitors in real-time. Use our Developer API to integrate business applications.

Publisher:

Founded:
-
Based in:
-
Employees:
-
Likes:
63
Followers:
497

Publisher:

Founded:
2012
Based in:
Tel Aviv
Employees:
11-50
Likes:
251k
Followers:
4.79k

Publisher:

Founded:
-
Based in:
-
Employees:
-
Likes:
155k
Followers:
38.8k

Other:

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

Other:

Who uses Monday
  • Personal
  • Freelance
  • Startups
  • SMEs
  • Agencies
  • Enterprises
Desktop Platforms:
  • Web App
  • Windows
  • Macintosh
Mobile Platforms:
  • iOS
  • Android
  • WinPhone
  • Blackberry
Languages:
English
Regional Restrictions:
No restrictions.

Other:

Who uses Zoho SalesIQ
  • Personal
  • Freelance
  • Startups
  • SMEs
  • Agencies
  • Enterprises
Desktop Platforms:
  • Web App
Mobile Platforms:
  • iOS
  • Android
Languages:
English
Regional Restrictions:
No restrictions.
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