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.
Features
Solution Features
Leads Management
Define and organize the potential customer’s data efficiently.
Opportunities Management
Define and manage the opportunities details.
Contacts Management
Define and manage the client contact details.
Products Management
Define and manage the products and services offered by the organization.
Quotes Management
Create new quotes base on the client’s requirements.
Orders Management
Create an order after the client approved the proposed quotation.
Invoices Management
Create an invoice based on the approved order by the client according to the payment terms.
Marketing Campaigns
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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