Workpex

Workpex is designed to meet customer relationship management needs.

Its frontiers expand to mobile phones also, where you can enjoy the convenience of handling your CRM requirements at your fingertip. Workpex is absolutely user-friendly, and it is a perfect blend for your mobile phones as it is for other devices.

Having Workpex mobile CRM means that you can manage your tasks, deals, and contacts while staying in touch with your team members, customers, and leads from wherever you are. You can keep track of all customer communication at a single glance, all easy to reach wherever you need.

Workpex can be your customized sales tool to keep you informed whether your team is at the office or moving.

The app handles CRM requirements on the go and helps increase mobile sales productivity via features like calls, check-ins, emails, and notifications. Workpex provides an admiringly interactive and user-friendly interface and offline access. It is capable of syncing data across all your devices.

You can start your day with an outline of your scheduled activities and a detailed view of all your upcoming calls, meetings, and due activities and plan accordingly.

You can check notes and attachments before attending meetings, make excellent sales pitches, quickly close more deals, and keep track of your sales opportunities from the initial contact to the final close. You can also record your visits by checking in at the client's location to keep your team updated on your progress.

Features :

-Clear overviews and reminders for never missing tasks, events, or scheduled calls.

-You can easily access a comprehensive list of all your activities and their corresponding details from one centralized location.

-You can keep a record of all your call history along with relevant details.

-Before attending important meetings, you can review any notes and attachments related to the meeting.

-With a live GPS tracking feature, you can track the movements of your team and keep all the related data organized for future reference.

-Keeping track of your phone conversations is effortless with our call logging system that captures all the details.

-Easily analyze sales and marketing trends and make informed decisions even when not at your office.

-We've got you covered in keeping your data synced across all platforms without the hassle of network connectivity.

-In our app, we use a pipeline to manage lead conversion. We can easily track the current stage of the lead and move it to the next stage by dragging and dropping it.