YAAX CRM provides robust customer relationship management to systematize sales pipeline and centralize client data. While its customization capabilities can be improved, its core sales automation and customer support tools present immense value. Overall, YAAX CRM is a compelling choice for businesses seeking an affordable, focused sales solution.
YAAX CRM Specifications
Contact Management
Lead Management
Opportunity Management
Customer Communication Tracking
What Is YAAX CRM?
YAAX CRM is a customer relationship management (CRM) software tool designed to structure and streamline the entire sales process for small to mid-sized organizations. It empowers businesses by providing tools for real-time client and prospect tracking, ensuring sales teams can manage their pipelines effectively from anywhere and at any time. The platform also includes a dedicated ‘Tickets’ module, which enables businesses to efficiently handle customer claims and inquiries post-sale, thereby contributing to improved service and long-term customer retention.
YAAX CRM Pricing
The vendor offers a straightforward pricing structure:
- Basic Plan: $170(MXN)/user
Disclaimer: The pricing is subject to change.
YAAX CRM Integrations
The system seamlessly integrates with the following third-party platforms:
- G Suite
Who Is YAAX CRM For?
YAAX CRM software is ideal for a wide range of industries and sectors, which include:
- Human resource
- Software engineering
- Healthcare
- Banking
- Advertising
Is YAAX CRM Right For You?
YAAX CRM is a strong choice for small to mid-sized businesses seeking to systematize their sales and customer service workflows.
The platform is designed with scalability in mind, allowing it to adapt as a business’s operations and customer base expand. Features such as the integrated ticketing module for post-sale support and real-time data syncing ensure that teams can manage customer relationships effectively. The system also employs security measures for protecting sensitive client information.
Still doubtful if YAAX CRM software is the right fit for you? Connect with our customer support staff at (661) 384-7070 for further guidance.
YAAX CRM Features
One of the notable YAAX CRM features, this capability allows capture and organization of leads from channels like websites and Facebook. It enables structured tracking through automated workflows, supporting visibility across sales stages while helping teams manage follow-ups and maintain a central record of all incoming opportunities.
See How It WorksThe software allows users to create, assign, and monitor tasks related to contacts or deals. Each activity is timestamped and logged, helping maintain accountability, track progress, and ensure timely follow-through across team members and workflows.
See How It WorksThe software offers configurable settings, including currency, exchange rate, license expiration, and sales territories by branch. It also allows customization of prospecting and sales stages to align with internal workflows or industry-recommended methodologies provided by YAAX.
See How It WorksYAAX CRM includes a ticket module for handling customer observations, complaints, and inquiries. This feature enhances post-sale service by enabling organized tracking and resolution of support requests, contributing to improved customer satisfaction and retention.
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