Store contact information such as names, addresses, and social media accounts in an easily searchable and accessible database.
A CRM system that assists you manage your business.
Customer relationship management isn’t just a marketing solution for great corporate organizations. Create stronger connections with your customers from the beginning with our Marketing CRM tools, and find the resources you require to have purposeful conversations with your people—whether you’re building a brand-new audience or you have thousands of contacts alreadySee more
Deals / Leads
Collect, upload, store, and share contracts in a centralized location, making it easier for everyone involved to access information.
Contract management is a great CRM feature if you have a large team involved in your marketing and sales funnel. A centralized management of important documentations can become a boon towards ensuring all the customers and team members are in the know, promoting a smooth, consistent experience for your customers
A Sales Location trailing System is a beneficial feature of the Sales CRM Software wherever in your on-ground-sales-team is given the flexibility to see in their location via real-time location trailing those results in your central Dashboard being updated concerning this location of your salesperson.
Add notes and track interaction history to document conversations with specific contacts.
As you compare shortlisted solutions, think about how many times a prospect will change hands as they move through your sales funnel. We offer a CRM platform that allows all necessary parties to collaborate and save time.
Task / Meeting’s Tracking
Our CRM assists you maintain easy access to ongoing various daily task on projects as well as their current progress status.
The task tracking feature plays an essential role in keeping track of tasks and provides a summarized view of all the projects whether unfinished or completed.
Proposals / Quotations
Create and send quotes or proposals to customers.
The priority emphasized on this particular CRM function probably comes down to the kind of work you do. If the nature of your products/services often requires some back and forth over contracts and proposals, then centralizing that process within your CRM software is a handy, helpful feature provided by us.
Manage all your invoices in a single platform to ensure smooth functioning of reports and analytics.
Creating organized invoices, estimates, payment receipts and credit notes helps you efficiently maintain item records, sales report and strategy.
Easier and accessible way to collect payments with our pre-designed payment collection system. Attract more customers with hassle free payment collection method and boost your buisness.