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Office24by7 Sales Automation

Boost your sales by automating the process effectively.

Build meaningful relationships with your prospects with low-effort but high-impact technologies.

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Lead Capturing

Capture leads automatically from form submissions on websites, incoming emails, and calls on virtual numbers by using our website builder tool along with the virtual number service. Features like bulk lead upload in our mobile CRM will allow you to manage leads better as you can add leads manually - and connect to third-party websites via various API integrations.

Data Deduplication

Whether uploaded via the data import function, mistakenly created a second entry manually, or data is integrated from different source systems that bypass data validation rules, duplicate contacts, companies, leads, opportunities, etc. creep in. Eliminate the confusion, loss of productivity, and risk of duplicate records by automatically detecting and merging them.

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office24by7

Lead Distribution

Distribute leads to team members in a round robin or linear fashion. Automate the complete distribution process to save time and energy. Assign leads to teams based on attributes such as date location, and source. Improve sales velocity with plans and close more deals with fewer efforts. By using Office24by7 Telephony and Click-to-call - start making things happen!

Assign/Transfer Leads

Manage leads among your team in an effective manner by using our sales automation tools and mobile CRM. From developing relationships with new leads to cultivating the leads in the more latter stages of engagement, everything is possible best-in-class sales automation products. Transfer or reassign leads to your team members as and when you need - all without any hassle!

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office24by7

Lead Prioritization

Automate the process of identifying leads from various sources and assign a pre-defined customer score based on the source. Set lead scores and parameters to grade, prioritize and identify hot leads automatically. Auto-generate lead scores based on prospects’ interactions. Decide action plans for retargeting and nurturing to convert leads into deals in lesser time.

Robust Integrations

Integrate with your incoming and outgoing email servers and send emails to contacts and leads right from inside Office24by7 platform. Use integrations to use multiple channels including e-mail, SMS, and click-to-call. The sales rep CTI, as an integrated telephony plug-in, allows 2-way calling and it easy for sales rep as they can transfer calls in a seamless manner.

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office24by7

Call Recording

Record all the incoming and outgoing calls. Using the web app, managers and CXOs monitor team interaction with customers and alert them on the best means for easy lead conversion. Measure customer engagement level and team performance. Get access to all the call recording between the customers and the agents - allowing you to find improvements that should be made.

Mobile CRM

Use our best-in-class mobile CRM that is crafted to boost productivity for your sales team. Packed with industry-best features and highest levels of reliability, you can count on the Mobile CRM to keep you in control every single time. From managing leads to boosting agent performance by proactive monitoring, this top-notch mobile CRM allows you to do it all and more!

Mobile CRM sales
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Task Manager

Using the mobile CRM by Office24by7, you can drive efficiency for inter-department operations within your organisation. Enable collaboration between multiple departments for breakneck efficiency across various projects. Whether it’s about getting approvals from different managers or getting two stakeholders to work together, the task manager will make everything happen!

Hierarchical Monitoring

Using the web app, decision makers, managers and CXOs monitor team interaction with customers and alert them on the best means for easy lead conversion. Measure customer engagement level and team performance. Using this future-proof process, the projects can be easily monitored - hence boosting the overall performance and efficiency of your organization at the whole.

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Office24by7 Sales Features

Best-in-Class Sales Automation Software to help your close more deals.

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Lead Distribution

Create lead distribution rules for different divisions and time periods.

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Round Robin

Full-circle lead distribution mechanism to assign leads to the team.

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Least Loaded

Assign leads to agent who is assigned to manage least number of leads.

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Maintain Ratio

Lead distribution mechanism to distribute leads at a time to each member.

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Streamlined Activities

Manage your leads better with bulk email, SMS, and voice-related activities.

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Manage Escalations

Set up notifications when statuses of leads do not change in specified TATs.

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Reassignment

Set up rules to reassign leads depending on the status of your leads.

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Overdue Notification

Never fall back on your times by staying on top of the status of your leads.

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Geofencing

Run retargeting campaigns and nurture leads by the using geofencing feature.

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Use API

Capture leads through API integrations and assign to relevant divisions.

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SMTP

Set up incoming email servers and accounts and ace your sales automation.

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IMAP

Use IMAP to set up and streamline outgoing email servers and accounts.

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Lead Score

Lead scores based on email, SMS, voice engagement, stages, and priorities.

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Click-to-Action

Send emails to leads and track the lead activity with notes for each of them.

Automate sales and boost revenues

Make your sales operations more effective than ever. Leverage technology and use the best practices.

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Small Businesses

Running a small business is full of unique challenges. You can save crucial and invaluable time by automating certain tasks related to sales and focus more on the growth of your business. Use best-in-class tools by Office24by7.

A CRM system is particularly useful for businesses that have long or complex sales cycles requiring ongoing customer interaction, with scheduled follow-up dates and detailed communication records.

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Grow Startups

Running marketing and sales ops in a high-voltage growth startup is exciting, and challenging. With Office24by7, you get access to the best tools for doing so!

Automate marketing message and send it straight to customers’ phones. Add a high impact touch with personal spoken messages from celebrities to encourage action from target audience. Get closer to audience with such calls from celebrities and idols.

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Leverage User-Feedback

By using our pool of tools for sales automation, you can streamline the process of generating user-feedback as well. Use easy to use forms and templates for survey.

Conduct one-to-one post call surveys of customers and get feedback on support or sales agents. Or blast broad-based surveys for consumer opinions and needs for new product definition. Simplify the feedback collection, surveys, and polls with a single level IVR.

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Transition to CRM

We have built all the necessary tools for you and your team to adopt our mobile CRM. Start using our slaes automation tools for driving better results for sales.

Send account alerts to help customers manage their accounts. Send frequent alerts and offer real-time information. Send security alerts to notify of log-in and account access information. Send card transaction alerts to identify fraudulent transactions.

Our pricing plans

Get access to the best tools to streamline your communication, marketing, and sales created by Office24by7. Check out the pricing plans and get in touch!

Free Plan

₹ 0/Month
billed at ₹ 0/Year
  • No. of Users – 8 (6 Agents, 1 Manager & 1 CXO)
  • Contacts Limit – 5,000
  • Free Balance - ₹ 100
  • Meeting scheduling
  • Email Templates
  • Built-in Agent CTI
  • Standard Reports & Dashboards
Buy Now

Professional Plan

₹ 0/Month
billed at ₹ 0/Year
  • No. of Users – 8 (6 Agents, 1 Manager & 1 CXO)
  • Contacts Limit – 5,000
  • Free Balance - ₹ 100
  • Addl. User– ₹ 500/Month
  • Meeting scheduling
  • Email Templates
  • Built-in Agent CTI
  • Standard Reports & Dashboards
Buy Now

Enterprise Plan

₹ 0/Month
billed at ₹ 0/Year
  • No. of Users – 8 (6 Agents, 1 Manager & 1 CXO)
  • Contacts Limit – 5,000
  • Free Balance - ₹ 100
  • Addl. User– ₹ 700/Month
  • Task Manager
  • Email Templates
  • Built-in Agent CTI
  • Custom Reports & Dashboards
Buy Now

Free Plan

₹ 0/Month
billed at ₹0 /Half - Yearly
  • No. of Users – 8 (6 Agents, 1 Manager & 1 CXO)
  • Contacts Limit – 2,500
  • Free Balance - ₹ 100
  • Meeting scheduling
  • Email Templates
  • Built-in Agent CTI
  • Standard Reports & Dashboards
Buy Now

Professional Plan

₹ 0/Month
billed at ₹0 /Half - Yearly
  • No. of Users – 8 (6 Agents, 1 Manager & 1 CXO)
  • Contacts Limit – 2,500
  • Free Balance - ₹ 100
  • Addl. User– ₹ 600/Month
  • Meeting scheduling
  • Email Templates
  • Built-in Agent CTI
  • Standard Reports & Dashboards
Buy Now

Enterprise Plan

₹ 0/Month
billed at ₹0 /Half - Yearly
  • No. of Users – 8 (6 Agents, 1 Manager & 1 CXO)
  • Contacts Limit – 2,500
  • Free Balance - ₹ 100
  • Addl. User– ₹ 800/Month
  • Task Manager
  • Email Templates
  • Built-in Agent CTI
  • Custom Reports & Dashboards
Buy Now

Free Plan

₹ 0/Month
billed at ₹ 0/Quarterly
  • No. of Users – 8 (6 Agents, 1 Manager & 1 CXO)
  • Contacts Limit – 1,500
  • Free Balance - ₹ 100
  • Meeting scheduling
  • Email Templates
  • Built-in Agent CTI
  • Standard Reports & Dashboards
Buy Now

Professional Plan

₹ 0/Month
billed at ₹ 0/Quarterly
  • No. of Users – 8 (6 Agents, 1 Manager & 1 CXO)
  • Contacts Limit – 1,500
  • Free Balance - ₹ 100
  • Addl. User– ₹ 700/Month
  • Meeting scheduling
  • Email Templates
  • Built-in Agent CTI
  • Standard Reports & Dashboards
Buy Now

Enterprise Plan

₹ 0/Month
billed at ₹ 0/Quarterly
  • No. of Users – 8 (6 Agents, 1 Manager & 1 CXO)
  • Contacts Limit – 1,500
  • Free Balance - ₹ 100
  • Addl. User– ₹ 900/Month
  • Task Manager
  • Email Templates
  • Built-in Agent CTI
  • Custom Reports & Dashboards
Buy Now