Don’t miss out anything from your leads. With Call Popup, you can receive live notifications of incoming calls on your desktop. With email account configuration, you can convert emails received in your inbox into leads in this CRM software. Convert all interactions into data so that your sales team doesn’t have to juggle between apps.
Reduce overhead of manual work by setting up assignment rules (Round Robin or Load Balancing) for distributing leads automatically amongst the team. This leaves room for engaging in responses, empowering your sales team to meet commitments in time.
Engage and collaborate for addressing leads and opportunities with multiple assignments or mentions. Out-of-the-box reports to monitor the performance of your sales team, to analyze lead traffic, sales stage of all prospects. See all the finer details of the big picture of your CRM
Realtime view for you to track important sales and marketing opportunities, and plan the strategy for increasing your lead-to-deal conversion rates.
First impressions matter. Beautify your quotations easily with custom print format templates using HTML or Jinja template. Consistency is a key to business and this CRM software guarantees it with a one-time configuration for ensuring documents sent out are original and flawless.
Use Email Campaigns for targeted marketing – a planned schedule of emails to be sent within a particular time frame. Reap the benefits of campaigns for analysis lead sources. Send bulk emails to your customers with fancy Newsletters. A CRM tool that soars your chances of lead closure.
Map important data specific to your business by adding custom fields in your forms. Customize form behavior by auto-fetching values, hide fields based on user roles, create custom Print Formats all without writing a single line of code. Create your own version of HRMS software.