Inbound Email / SMS to Ticket Automatically create Ticket from inbound Email/SMS directly. Tickets Ticket is rasied in CRM for solving problems, which can assigned to right person for taking corrective action. Sales Forecast Reports Weekly, monthly, Quarterly, and custom sales forecast to help you manage your sales team and sales process effectively. Lead/Opportunity Aging analysis Ageing analysis is an important parameter indicating health of your sales process. Reply to your customer queries, even when you are away.
WA Chatbots WhatsApp Chatbot to take your business on auto-mode. This makes it easy to track the sales funnel. Sales Stages / Funnel Sales stage helps you define sales process and pipeline (funnel). Eg: Calls, Messages, Emails, Docs, attachments etcĪutomated Follow-ups (Lead nurturing) Send automated messages (WA, SMS, and emails) to your leads/prospects Yearly, quarterly or custom period, with automated reminders and feedback mechanismĬompanies / Accounts Master records of your clients, vendors, competitors, agents, partners and all the companies that you are in touch with.Ĭontacts / Persons Master records of actual people, these are associated with companies, where they work.Īctivities / tasks / Docs / Attachments All kinds of activities, automated & manual. Product Master Unlimited product masters, which can be used in quotations, support Cases.Ĭontracts / AMC Manage recurring income from your clients.
Also useful in support cases, Contracts etc. Product Category Product category helps you manage the funnel and sales process effectively. Multiple versions of quotations available. Quotations Quotations with multiple line items, Taxes, discounts and terms and conditions. Opportunities Unlimited Opportunities (qualified enquiries),
Manage all the follow up and comments (changes) in one place. Create unlimited leads to capture all the enquiries that you receive from all the resources.įollow up / Comments Follow up is the most important part of any business process.
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