Compare Officetrax vs Price&Cost vs Zoho SalesIQ

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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:

Price&Cost is the best way to stay on top of your project costs.
Estimate, track, and analyse project financials.

Price&Cost allows you to:

  • Find cost-effective ways to deliver - Experiment with estimates to see project financials for every scenario. Compare and choose the best one.
  • Test "what-if" scenarios for live projects - Discover more profitable ways to deliver projects by simulating different resourcing scenarios. React to changing requirements.
  • Monitor project financials - Monitor variations in project Price, Cost, and Margin as the project progresses. Make adjustments and keep your project budget on track.

Estimate and re-estimate until you are certain

Getting an accurate budget estimate is tough. That's why we help you experiment with different scenarios, creating a snapshot for every change. All you have to do is choose the one that makes the most sense to you and your client.

Know where you stand today

Once your project is in full swing, you want to keep up with the changing dynamics — all of which will affect your project financials. This is where Price&Cost comes in and helps you get a clear objective view on things. Every time.

Look into the future

Delivering projects on budget and profitably is a balancing act. Price&Cost allows you test multiple "what-if" scenarios and experiment with your resourcing mid-project, always showing the metrics at the finish line.

Full change management support

Projects are in constant flux — new requirements come to light or major resourcing change is on the horizon. Ensure your budget and margins are safe by calculating the impact of a change request.

We’ll keep you up to date

The best way to manage a project is to be proactive. We take the same approach and periodically remind you to update your actuals and forecast.

Powerful resource management

Keeping spreadsheets with client rates up to date is a thing of the past. Enter all your costs, rates, and overtime rules in one place and use them in any project with a few clicks.

However you prefer to work — we’ll adjust

There isn't any hard set rules how to manage a project. There shouldn't be any limitations to how to estimate and track one either.

Continue using familiar tools. We play nice with others

You have a certain workflow and a trusted set of tools. We get it. That's why we integrate with other tools, rather than ask you to change all of them.

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:

  • Multi-Currency
  • P&L
  • Data Export
  • Dashboard
  • Budgeting
  • Expense Tracking
  • External Integrations
  • Third-Party Plugins/Add-Ons
  • Project Management
  • Notifications
  • Data Import
  • Forecasting
  • Data Visualization

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:

  • Unlimited users - We won’t limit the number of users on your plan.

  • Unlimited project versions - Manage the full lifecycle of projects from draft estimates to active project snapshots and change requests.

  • Unlimited project resource - Manage multiple rate-cards and define overtime rules.

  • Project performance indicators - Keep focused on what matters: easily identify the projects that need your attention the most.

  • Forecast and experiment - Forecast budget, costs, and margin at completion and find cost-efficient ways to deliver by testing multiple what-if scenarios.

  • Adjust to change - Estimate change requests and re-baseline your projects if approved.

  • Project performance visualised - See how your key financial metrics change during the course of a project in one powerful graph.

  • Proactive reminders - Helping you develop discipline with monitoring your projects financials.

  • Any contract types supported - Out-of-the-box support for Time&Materials, Capped Time&Materials, Fixed Price, and Cost-Plus contracts.

  • Unparalleled flexibility - Undo / Redo any actions in the app. Support for virtually any currency, date format, estimation resolution.

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

Up to 3 active projects

$45.00
unlimited user(s) / month
Included in plan:
  • All features

Up to 10 active projects

$89.00
unlimited user(s) / month
Included in plan:
  • All features

Up to 30 active projects

$150.00
unlimited user(s) / month
Included in plan:
  • All features

Up to 3 active projects (annual)

$450.00
unlimited user(s) / year
Included in plan:
  • All features

Up to 10 active projects (annual)

$890.00
unlimited user(s) / year
Included in plan:
  • All features

Up to 30 active projects (annual)

$1,500.00
unlimited user(s) / year
Included in plan:
  • All features

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 integrate with any other apps?
  • Price&Cost natively integrates with Microsoft Projects and with Excel (through CSV import/export). Integration with time-sheeting systems coming soon.

  • Does this service offer guides, tutorials and or customer support?
  • Email/LiveChat support is availabe. Help centre with tutorials and getting started guides is also available.

  • Does this service offer an API?
  • Open API is coming soon

  • Who are the main user groups of this service?
  • When a business needs a easy and flexible way to estimate and track project budgets — they come to us. The smaller companies don’t get enough flexibility or depth with all-in-one project management tools that claim to solve every problem in the world — so they turn to Price&Cost. Same goes for bigger companies, where the middle-management tasked with project financial management are escaping the often too confusing and a painful PSA / ERP systems by using Price&Cost.

  • What are some applications this service is commonly used in tandem with?
  • We see customers using Price&Cost alongside other project management applciations (e.g for time planning) as well as alongside ERP/PSA systems.

  • What is this service generally used for?
  • Price&Cost is used by big and samll companies to confidently estimate projects, monitor financials and experiment with live project to ensure profitable, on-budget delivery.

  • Does this service offer multi-user capability? (e.g. teams)
  • Team capability and sharing within team is coming soon.

  • What platforms does this service support? (e.g. native mobile apps)
  • Price&Cost is an online tool. Works with all popular browsers.

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:
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Based in:
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Employees:
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Likes:
63
Followers:
493

Publisher:

Founded:
-
Based in:
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Employees:
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Likes:
804
Followers:

Publisher:

Founded:
-
Based in:
-
Employees:
-
Likes:
138k
Followers:
37.8k

Other:

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

Other:

Who uses Price&Cost
  • Freelance
  • Startups
  • SMEs
  • Agencies
  • Enterprises
Desktop Platforms:
  • Web App
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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