CRM is more than initiating contact with potential leads. It involves nurturing contacts and building loyalty while maintaining a dynamic repository of contact information and client history.
CRM solutions are easier to use than spreadsheets, they also do more than contain user and contact information because they can dynamically create calendar events and set reminders. CRM software often integrates messaging and phone calling functionality, usually with recorded conversations that can be used to track and document customer sentiment and better insights.
Define and organize the potential customer’s data efficiently.
Define and manage the opportunities details.
Define and manage the client contact details.
Define and manage the products and services offered by the organization.
Create new quotes base on the client’s requirements.
Create an order after the client approved the proposed quotation.
Create an invoice based on the approved order by the client according to the payment terms.
Send and automated email campaigns and evaluate the campaign effectiveness.
Notification & Alerts
Send SMS or Emails notifications to the clients.
Reports & Analytics
A dynamic reporting and advance analytics about the client’s sales performance.
Try us, and you'll never go back to spreadsheets
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