CRM - Features

Show real-time for various modules like Leads, Opportunities and Accounts.

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.

Employees Listing

  • Manage Employees (Add, Edit and Delete)
  • View Employee Directory
  • My Info
  • Employee Profile Setting
  • Import and Export

Contact Management

  • Contact information
  • Orders and account balance
  • Task and appointment history
  • Schedule Meetings
  • Import and Export

Opportunities

  • Track the estimated revenue,
  • Track the estimated close date.
  • Track the potential customer’s name and salesperson’s name.
  • Monitor sales activities
  • Import and Export

Reports

  • Monitor performance
  • Create real-time reports on any metric and manage access.

Show customer profiles by

  • Industry, Geography, Company size and Product assets,
  • Revenue
  • Other attributes.
  • Understand your customer base and how it is changing over time

DOING THE RIGHT THING, AT THE RIGHT TIME.

OUR ESTEEMED CLIENTS

JOIN AWESOME TEAM

Let's Work Together