Compare Officetrax vs Zoho SalesIQ vs Taskworld

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Crozscore:

34%
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39%
interest falling

Crozscore:

89%
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88%
60%
no significant changes

Crozscore:

85%
what is this?
89%
55%
interest rising
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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:

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.

Software Description:

Taskworld is a task management application for teams to work together. Assign work, set due dates, track progress and ensure that no task falls through the cracks.

Taskworld's performance dashboard gives you actionable insights about the performance and workload of all your team mates. Its built in instant messaging makes sure that you don't need to pay separately for an enterprise messaging system.

Trusted by over 4000 teams in 80 countries, Taskworld works well with teams of all sizes across various industries. If you are a results oriented manager with a team that wants to improve continuously, Taskworld is for you.

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

Features:

  • Email Integration
  • Multi-User
  • Task Scheduling/Tracking
  • Notifications
  • Project Management
  • Chat
  • Calendar Management
  • Scheduling
  • Contact Sharing
  • Contact Management
  • Dashboard
  • Data Visualization
  • File Transfer
  • File Sharing
  • History/Version Control

Summary:

  • Free 14 day trial of Officetrax CRM

  • Affordable CRM for businesses of all sizes

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).

Summary:

  • Visual boards for agile/kanban methodology

  • Direct messages and public/private channels

  • Powerful task management with reminders, smart tags, checklists and recurring tasks

  • File management with unlimited storage

  • Tasks by email (email integration)

  • Interactive calendar (integration with Google calendar, Outlook and OS X calendar

  • Performance dashboard with advanced filters

  • Project metrics with burn-down/up charts

  • Task points (workload management)

  • Organization directory (people page)

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

Pricing:

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

Pricing:

  • Starting from: $4.99/month
  • Credit card required: N/A
  • Business Plan
    Includes:

    • Unlimited Projects
    • One Workspace
    • Real-time Enterprise Messaging
    • List & Kanban Views
    • Create Tasks By Email
    • High-res Image Previews
    • Project Groups
    • Reminders
    • Advanced Filters
    • Analytics and Overview
    • Unlimited Storage
    • Email Support
    • All Data is 128 Bit SSL Encrypted
    • Dedicated Customer Success Agent

    Pricing starts from $5 per user per month (billed annually)

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:

    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.

FAQs:

    No FAQs associated with this application.

Publisher:

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

Publisher:

Founded:
-
Based in:
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Employees:
-
Likes:
137k
Followers:
37.8k

Publisher:

Founded:
-
Based in:
-
Employees:
-
Likes:
55.2k
Followers:
13.1k

Other:

Who uses Officetrax
  • Startups
  • SMEs
  • Agencies
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.

Other:

Who uses Taskworld
  • Startups
  • SMEs
  • Agencies
  • Enterprises
Desktop Platforms:
  • Web App
Mobile Platforms:
  • iOS
  • Android
Languages:
English, Spanish, German, Chinese, Thai, Portuguese, Korean, French
Regional Restrictions:
No restrictions.
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