Webxloo CRM

Webxloo CRM is a customer relationship management system designed to assist businesses in effectively managing sales leads, tracking customer interactions, and gaining a comprehensive view of each customer. According to the vendor, this CRM solution caters to small to large-sized companies and is utilized by sales teams, marketing teams, and customer service teams across various industries. Moreover, Webxloo CRM is specifically tailored to meet the needs of real estate professionals and automotive industry professionals.

Key Features

WX CRM: The vendor claims that this feature facilitates appropriate follow-up with leads for sales, marketing, and service reps. Additionally, it offers a mobile CRM app that allows on-the-go access to data, ensuring efficient customer service.

Contact & Lead Management: Webxloo CRM aims to streamline the entire customer relationship life cycle by automatically recording all interactions with customers in one centralized location.

Lead Assignment Automation: According to the vendor, the Round Robin Lead Distribution feature automates the lead assignment process, ensuring an equal distribution of new leads among sales reps.

Automated Billing & Invoicing: The vendor states that this feature automates the generation of up-to-date invoices, which are then sent via email, simplifying the billing process for businesses.

Automated Workflow Management: Webxloo CRM provides task management and reminders for sales, marketing, and support reps. It also sends email and SMS notifications to update team members on new cases or opportunities, enhancing workflow efficiency.

Analytics: The CRM system incorporates business intelligence tools that clean, correlate, and consolidate data from various sources. The vendor claims that it generates detailed and easily understandable reports to support data-driven decision-making.

Integration with MS Outlook: With seamless integration with Outlook, Webxloo CRM offers a smooth workflow management experience, enabling users to efficiently manage tasks and communications.

Internal Management: Administrators can effectively organize the hierarchy structure and manage user accounts using this feature. The vendor asserts that it allows for the creation, editing, and activation/deactivation of users, as well as grouping them into teams and assigning security roles.

Escalation Wizard Tools: According to the vendor, this feature ensures timely follow-up with sales leads by notifying relevant personnel when leads are not followed up within defined periods, enabling businesses to prioritize leads and opportunities.

WX Chat: Webxloo CRM provides a versatile communication platform for teams to collaborate effectively. The vendor highlights its integration with Live Chat, which facilitates efficient management of customer requests. Additionally, new customer leads can be generated with just one click.