CRM Sales Lead Management Software | Cloud Based CRM Software Dashboard Management
- Adhoc dashboard
- Dynamic snapshot of key metrics
- View trends in sales, marketing, support, and inventory
Lead Management
- Manage Leads through different sources
- Assign Leads to sales team
- Qualify generated leads by follow ups, calls & meetings
- Convert leads to opportunities
Activity Management
- 360 degree view of activities
- Manage – Follow ups, appointment, meetings, note and schedule calls
- Simple rescheduling activities by drag & drop
- Manage your calendar
Account Management
- Associate accounts with multiple contacts
- Track Activities
- Grant customer access to portal
- Associate with sales processes
Opportunity Management
- View Revision History
- Associate opportunities with activities
- Estimate revenue and amount
Quotation Management
- Manage detailed list of products and services
- Manage revision history of products
- Generate quote preview
- Import quotes
- Send quotes to customers
Contract Management
- Manage contracts
- Manage payment terms and milestones
- Preview contracts and send contracts to customers
Invoice Management
- Manage Invoices
- Manage terms, discounts and payment details
- Send invoices
Sales pipeline Management
- Territory management manages Team, Branch, Product as per customer requirement.
- Hierarchy of targets for sales reps, rolling up through the region level and above.
Geotracking Management
- To track the Sales Team Location and Activities in Real Time.
- Manager can view the Activities of Team by using this tool.
Workflow Management
- Automate business processes
- Conditional Automation
- Create multiple tasks
- Schedule Emails, approvals and events
Product Management
- Manage price rates
- Manage Products and categories
- Manage Products Inventory
- Manage multiple currencies
Third Party Integration
- Easy to integrate with all social media platfroms like :-Facebook, twitter & LinkedIn
- We offers you third party integration which increase productivity
Reminder and Notifications
- Push Notifications
- Any updates with in the organization
- Flexibility to reschedule
Dynamic Reports
- Perfect graphical representaion of reports
- Customize view for the reports