Customer Relationship Management
Easy to Integrate.
Dashboard reminders for ‘Follow-up’ Activities
Multiple Sales Reports/ Lead and Opportunity Statuses.
Advanced CRM Analytics & Sales Reporting Dashboard.
Role-based Security.
Track Opportunities against Activities (Phone Call, Meeting, Demo, etc.)
Opportunity Setup and Management
Schedule Future Activities
Track Activities, Sales Opportunities, Quotes, etc. by Contact
Activities & Sales Stages Setup
Sales Lead and Follow-up Tracking
Assign Opportunity to team members with email & SMS Alerts
Lead Generation & Conversion of Lead into Opportunity
Sales Lead Management
Contact Management / Account Management including Contacts & Prospects
Sales Lead Creation & Listing.