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Brand : Path Infotech Limited
4.2 
17 Ratings & 11 Reviews
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Save upto 18%, Get GST Invoice on your business purchase | 
Users with registered businesses can purchase goods from merchants on the platform to satisfy their business needs. Users are not permitted to utilize any products acquired through the platform for resale, advertising, business, or further distribution.
For each purchase made, users will receive a Tax Invoice (or 'GST invoice') that includes specific details such as:
the GSTIN of the user associated with their registered business, and
the specified Entity Name for their business.
It should be noted that not all products are eligible for GST Invoice. Only the products displayed by participating sellers with the 'GST-based Invoice Available' callout on the product description page would qualify.
Certain goods and services are not eligible to get a GST Invoice, including items with VAS, i.e., Value Added Services (e.g., Total Mobile Protection/Assured Buyback) and those involving an exchange offer at the time of purchase.
Users must ensure the accuracy of the GSTIN, and business entity name provided for the GST Invoice. Requests for corrections into GST Invoice would not be accommodated by Techjockey.com or any Seller, and any issues arising from user-provided information are the sole responsibility of users.
Techjockey.com is not liable for the GST Invoice or any associated input tax credit. To efficiently claim an input tax credit, users should select the registered place of business address as per the GST authority's data and follow the provisions of the GST Act and rules.
To claim an input tax credit, the delivery and billing addresses must match. Furthermore, input tax credits will not be granted if the delivery address and GSTIN on the invoice are from different states. In case of incorrect GST details provided during the order placement, the order will be canceled automatically.
Buy Now & Pay Later, Check offer on payment page. This CRM software provide solutions to call centre, field service, inventory and franchise payout companies....Read more
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Customer Data Management (CDM)
Contact Management Centralized platform for managing leads, contacts, and account information. Account Management Centralized platform for managing leads, contacts, and account information. Customer Profiles Manage customer interactions, including customer profiles and service history. Contact Segmentation Help with customer segmentation by providing a centralized view of customer data. Activity History Captures all customer interactions including phone calls, emails, chat sessions, and service requests. Sales Management
Lead Management Capture leads, manage prospect details, track activities, and qualify them for sales. Territory Management Divide customer base into geographical or market-based territories. Order Management Manages orders from start to finish with full tracking. Quote Management Manage customer quotes. Transition into orders, track order status, and generate invoices. Sales Forecasting Predict customer needs and anticipate future sales by analyzing real-time data. Deal Management Track, manage, and nurture sales opportunities (deals) throughout their lifecycle. Sales Automation Streamline sales processes by automating repetitive tasks like lead capture, tracking sales activities, etc. Workflow Automation and Management Tailor the CRM system to fit specific needs by adjusting stages, fields, and automation rules. Opportunity & Pipeline Management Manage potential leads through different stages of the sales process. Contract Management Managing contracts from their creation, execution, and performance tracking to their eventual termination. Marketing Automation
Email Marketing Manage and send targeted email campaigns to their customers. Campaign Management Create, manage, and track marketing campaigns across email, SMS, and social media. Lead Nurturing Manage and cultivate leads through sales funnel by tracking activities. Customer Journey Tracking Complete view ofcustomer journey and enabling them to improve service delivery. Customer Segmentation Help with customer segmentation by providing a centralized view of customer data. Event-Triggered Workflows Analyze every customer interaction at touchpoints like calls, emails, website visits, and service requests. Automated Campaigns Set up pre-defined marketing sequences that send targeted messages to customers Data Sourcing / Integrations
Data Import/Export Offers data import and export functionality, allowing users to transfer customer information. API Access Offers an API for custom integrations with other tools. Calendar Integration Sync with Google Calendar, Outlook, or other compatible options. Third Party Integrations Track customer information, purchase history, and billing details within a single platform. eCommerce Integrations Syncs with eCommerce platforms for smooth order management. Interactive Voice Response (IVR) Integration Offers call tracking and recording features as part of its call center management functionality. Social Media Integration Manage social media accounts and track customer engagement directly within the CRM. Email Marketing Tools Integration Connect CRM with email platforms like Mailchimp or SendGrid for seamless campaigns. Marketing Tools Integration Integrate with marketing platforms (e.g., Google Ads, HubSpot) to enhance campaign effectiveness. Collaboration Tools
Team Communication A centralized platform for managing customer service interactions. Task / Activity Management Track, assign, and manage sales activities including follow-ups and service calls. Document Sharing & File Storage Store, access, and monitor documents (service manuals, contracts, warranty details, and customer records) Omnichannel Support & Engagement Comprehensive omnichannel support for consistent customer service. Security & Compliance
Role-Based Access Control (RBAC) Allows granular control over data visibility and actions within the platform. Backup & Disaster Recovery Ensures data protection with regular backups and recovery. GDPR & Data Privacy Comprehensive GDPR and CCPA compliance for data protection. Audit Trail Track changes and updates within the system for enhanced security and transparency. Data Encryption Encrypt data both at rest and in transit to safeguard customer information. AI & Machine Learning
Predictive Analytics Leverage AI to predict future trends, sales, and customer behavior for better decision-making. Lead Scoring Use AI to score leads based on their likelihood to convert, helping prioritize sales efforts. Chatbots Automate customer interactions with AI-driven chatbots to assist or direct inquiries efficiently. Reporting & Analytics
Real Time Analytics It allow users to access updated customer data and insights instantly. Campaign Performance Measures campaign performance and results. Custom Dashboards Tailor the displayed information and metrics to their specific needs. Sales Performance Reports Provides detailed sales performance and reporting tools. Customer Insights Predict customer needs and anticipate future sales by analyzing real-time data. Forecasting & Trends Users can predict future customer service trends and needs based on historical data in system. Performance Tracking Offers performance tracking features, particularly focused on field service technicians. Predictive Analytics Leverage AI to predict future trends, sales, and customer behavior for better decision-making. Alerts & Notifications
Event-Triggered Notifications Notifies users of key events through automated alerts. Custom Workflow Alerts Creates custom alerts based on workflows and triggers. System Errors/Failures Detects system errors for quick resolution and recovery. Customer Interaction Alerts Sends alerts to users about customer interactions. Workflow Trigger Alerts Automates workflows based on specific triggers or events. SLA Violations Tracks SLA violations to ensure customer expectations. Lead Activity Alerts Deliver notifications and alerts of service requests, follow-ups, escalations, reminders for warranty renewals. Others
Touchpoint Monitoring Analyze every customer interaction at touchpoints like calls, emails, website visits, and service requests. Landing Pages & Forms Provides templates for customer service interactions, allowing users to leverage pre-defined message. Call Tracking and Recording Offers call tracking and recording features as part of its call center management functionality. Ticketing System Comprehensive ticketing system for efficient support management.
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Pros
“It is scalable, meaning that as my business grows with me. It offers features that support my expansion.” Surajit Patra - Jan 10, 2025
“I can collaborate with my team by sharing notes, tasks, and updates thanks to its great collaboration tools.” Srinivas G - Dec 12, 2024
“It provides mobile accessibility. I can access everything on my phone which is convenient when I am on the go.” Progga Abonti - Nov 21, 2024
Cons
“There is no free trial. Not having a free trial to evaluate it out fully before committing can be a bit annoying.” Surajit Patra - Jan 10, 2025
“I wish they had a live chat support. The support is good but I miss having live chat available for instant help.” Srinivas G - Dec 12, 2024
“Although the automation features are good, they sometimes feel limited. They could have made them more advanced.” Progga Abonti - Nov 21, 2024
Verified reviewer:
Administrator, Legal Services
101-500 Employees
Software user since: 1-2 years
Reviewed on: Jan 10, 2025
Verified reviewer:
Administrator, Software Development
501-1000 Employees
Reviewed on: Dec 12, 2024
Verified reviewer:
Administrator, SAAS
501-1000 Employees
Software user since: 6-12 months
Reviewed on: Nov 21, 2024
| Brand Name | Path Infotech Limited |
| Information | ServitiumCRM is a Modern Customer Service Platform that enables the Journey from Reactive to Proactive to Predictive Customer Service and Support, digitalizing end-to-end after-sales processes of organizations across industries and geographies. |
| Founded Year | 2022 |
| Director/Founders | Path Infotech Limited |
| Company Size | 101-500 Employees |
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