The Workpex App integrates built-in telephony, addressing the common challenges faced by sales teams: managing calls, scheduling follow-ups, and inputting details into the lead management system which often leads to confusion and inefficiency. With the App solution from this Lead Management Tool, your team can make client calls directly from their mobile phones, and all call-related details are automatically recorded in the lead management system.
Moreover, Workpex’s call recording and downloading features eliminate the need for manual note taking. Calls are recorded and stored, allowing your team to review them later for valuable data and insights. This ensures that your team can concentrate fully on the conversation. With Workpex, there’s no need for an additional phone number; users can call clients using their existing numbers, organizing the process and enhancing efficiency.
Make client calls directly from the mobile app, with details
automatically logged in to Workpex.
Calls are recorded and stored within the app, allowing for later
review.
Eliminate the need for manual data entry and concentrate fully on
client interactions.
No need for additional phone numbers; calls can be made using existing
numbers.
Having instant access to data is crucial, which is why Workpex integrates essential features into its mobile app for seamless use. The GPS tracking feature available through the mobile app offers numerous advantages. Sales team leads can monitor team members’ locations, ensuring productivity and optimizing resource allocation. Follow-up accuracy can be improved, and available teammates can be quickly identified.
For the team members, manual logging of the location of meeting follow-ups is no longer necessary. GPS integration in this lead management tool automatically tracks and records this information whenever your team member clicks ‘activity completed’, ensuring that all data, including the data for reimbursements, is accurate and up to date.
Team leads can track team members' locations in real-time, optimizing
productivity.
GPS tracking enhances the precision of follow-ups by automatically
logging locations.
Manual entry of the location of meeting follow-ups is automated.
Data tracking is consistently accurate and up to date.
Timely follow-ups are essential, and Workpex ensures that your team never misses one. The software's automatic follow-up feature is designed to help this process. For instance, if a student calls an edtech firm with inquiries about scholarships, missing the chance to follow up her, leads to losing a potential client. With Workpex, the user will get an automated follow-up window that appears immediately after each call, where s/he can instantly create a follow-up, and avoid this scenario.
Even if it's a new lead, your team can create the first follow-up easily using the advanced features of this top sales & lead tracking software. This automated follow-up capability ensures that all interactions are managed efficiently, enhancing client engagement and retention.
Schedule follow-ups without delay using automated follow-up windows.
Reduced risk of losing potential clients due to missed opportunities.
Easily manage both initial and subsequent follow-ups with automated
features.
Enhanced engagement with no opportunity being overlooked.
Relying solely on outdated communication methods in today’s world is like choosing a 19th-century bullock cart over modern electric cars. Recognizing this, Workpex has integrated WhatsApp into its platform, changing how your sales team manages client interactions. Workpex’s WhatsApp inbox feature makes messages from potential clients reach into the Workpex system as leads. With WhatsApp inbox, all communications are centralized, enhancing efficiency and reducing data fragmentation.
Sales teams can chat with new leads directly through the WhatsApp inbox within Workpex, and super admins have access to monitor these interactions. This feature not only simplifies customer engagement but also allows for the automation of chat flows, making Workpex the perfect Lead management solution.
Messages from potential clients are logged into the Workpex system as
leads via WhatsApp inbox integration.
Sales teams can communicate directly with new leads through WhatsApp
within Workpex.
Super admins can oversee all WhatsApp interactions.
Enhanced efficiency through automating chat flows.
Efficiency and productivity go hand in hand. Workpex, the cloud-based lead management software, epitomizes efficiency through its mobile app version. By syncing data between desktop and mobile app, Workpex ensures all follow-ups, be they meetings or calls, are promptly alerted via notifications in mobile app too.
Likewise, team leads can easily assign leads to users and users can access it through their mobile devices, leveraging their ubiquitous presence. GPS tracking provides real-time insights during client meetings, eliminating the need for cumbersome updates via phone calls. With integrated WhatsApp communication, alerts, and comprehensive reports, Workpex stands out as the ultimate user-friendly lead management software.
Sync data easily between desktop and mobile apps for prompt follow-up
alerts.
Assign and access leads efficiently on mobile devices.
Utilize GPS tracking for real-time insights and thereby improve
efficiency.
Efficient communication through integrated WhatsApp messaging and
alerts.
A mobile app offers numerous benefits, with one of the most significant being its ability to enhance your team's engagement with leads. By consolidating all data from your Sales and Lead Management tool's desktop version, including client information, follow-up histories, calls, meetings, and messages, into a detailed timeline accessible to your team anytime, anywhere within the app. This ensures seamless continuity in client interactions, even when away from their desktop.
The Workpex App displays this timeline, eliminating concerns about forgetting crucial follow-up details during client meetings or calls. Additionally, features such as instant responses to inquiries further enhance customer engagement, readily accessible within the Workpex App.
Access client data and interaction history anytime, anywhere via the
mobile app.
Ensure easy continuity in client interactions with a detailed timeline
accessible on the go.
Eliminate concerns about missing follow-up details during client
meetings or calls using the Workpex App.
Improve customer engagement with instant responses to inquiries
through the mobile app.
