Account and Contact Management
Allows you to effectively collect, organize, and manage client data.
You can promptly respond to customer tickets and queries, ensuring instant support.
Centralized Customer Database
Store and manage all customer information, including contact details, company information, interaction history, and more.
Lead and Opportunity Tracking
You can track the progress of leads and opportunities as they move through the sales pipeline.
Sales Pipeline Tracking
Visualize your sales pipeline, from initial lead generation to the final closing of deals, and provide insights into the status, value, and probability of success for each opportunity.
Helps you manage your deals by tracking their status, value, and probability of closing.
You can forecast your sales revenue by analyzing the likelihood of deals closing based on historical data and current pipeline.
Provides insights and reports on your team’s performance, allowing you to identify strengths and areas for improvement.
Communications (Email, SMS, Call) Tracking
Effectively manage and analyze various forms of communication, leading to improved customer relationships, streamlined processes, and enhanced collaboration.
This allows recording when emails are sent, opened, and clicked by recipients. It provides insights into customer engagement and helps users track the effectiveness of their email campaigns.
Users can send and receive text messages directly from the CRM platform, and track the delivery and response rates of these messages.
Enables users to log and track phone calls made or received within the CRM platform. It records details such as call duration, time, date, and the outcome of the call.
With our mobile application, you can access your CRM system from your mobile device, enabling you to be better informed and stay connected to your clients and colleagues.
Access your CRM system in real-time from your mobile device.
Stay connected with your colleagues and collaborate effectively even when you are not in the office.
Better Customer Engagement
Quickly access customer information, review past interactions, and respond to customer queries or requests promptly.
Access and update your CRM data even when you are offline, and the changes will be synchronized with the system once you regain internet connectivity.
Customize the mobile interface to suit your specific needs and preferences.
Key Account Review Reports
Offers valuable insights and analysis regarding the current status, progress, and overall relationship with important accounts.
Gives a high-level view of the account’s status and key metrics.
A roadmap for the account manager to follow.
It provides a comprehensive view of the account’s performance and supporting information.