Features

Dashboard

  • Show real-time for various modules like Leads, Opportunities and Accounts.
  • Customize charts and reports or filter on CRM reports to analyze sales performance.
  • Automatically consolidate data from various teams so management can focus on the analysis and decisions to drive their business.
  • Monitor account progress, pipeline by sales stage and sales performance including closed and expected revenue for the quarter.
  • Monitor how your sales reps and teams are performing.
  • Monitor performance across your business including marketing analytics, sales trends, case reports, and customer profiles.
  • Users can create real-time datas on any metric and manage access, without having to rely on Administrators.
  • Show customer profiles by industry, geography, company size, product assets, revenue and other important attributes. Understand your customer base and how it is changing over time.

Mailbox

A Mailbox for support requests, for business proposals, for order requests, etc.

Features:

  • Attachment preview
  • Attachment sync
  • Notification rules
  • HTML Box

Employees Listings

  • Determine who needs to access (view, edit, and delete) employee records, and who does not need to access.
  • If you repurpose contacts or users for employees, you will have less control over security because your security model must support multiple uses of the same entity.
  • By creating a custom entity for employees, you can control the rights separately.

Lead Management

With lead Management, you can spend more time following up with hot leads who are ready to become customers and less time with people who will never buy. .

Assign a score to every contact based on:

  • Behaviors
  • Demographics
  • Interactions

Contact Management

Collect data about your leads and organize your contacts to save hours of work.

Easily upload, store, and manage detailed individual records that include:

  • Contact information
  • Orders and account balance
  • Lead source and lead score
  • Task and appointment history
  • Website activity history
  • Interactions with your brand

Customer Management

With your customer you can do:

  • Scheduling
  • Workflow
  • Performance checking
  • Automation
  • recording

Monitoring tools allow management a detailed view of customer satisfaction and insight into the entire sales and marketing process

Opportunities

  • You can track the estimated revenue, estimated close date, and rating of the opportunity as well as what stage the opportunity is in
  • A good CRM gives you insights into running your business. A smart CRM gives you the information you need in a way that you can use it

Proposals

Easily Transfer your CRM data into Your Business Proposals

  • Select the opportunity in the CRM from Proposal
  • Pull the company, opportunity, and contact info into the proposal
  • Customize the proposal documents with this personalized information

Automatically Log all Proposal Activity

  • Sent to a prospective client
  • Viewed by a prospective client
  • Approved by a prospective client

Reports

  • Monitor performance across your business including marketing analytics, sales trends, case reports, and customer profiles
  • Users can create real-time Reports on any metric and manage access, without having to rely on Administrators
  • Show customer profiles by industry, geography, company size, product assets, revenue and other important attributes
  • Understand your customer base and how it is changing over time