CRM SYSTEMS

Features

  • Rich Web and mobile user interface compatible with major web browsers
  • Cloud-based and on-premises setup options
  • Multi-language support out-the-box and ability to tailor vocabulary to meet customer requirements.
  • Ability to export documents and reports in PDF and Excel formats
  • Support multi-level approval of documents and transactions
  • Power reporting tool and rich printing capabilities
  • Ability to add attachments to almost all type of system documents such as leads, opportunities, quotations, etc.
  • Robust workflow engine
  • Granular user access management
  • Secure authentication
  • Integration with Google Workspace
  • Full backup and restore
  • Custom integration capabilities with 3rd party systems
  • Integration with online storage systems such as Dropbox, Amazon Cloud S3, and Google Drive
  • Notification using email, SMS, and Slack. WhatsApp notification is available using 3rd party tools
  • Ability to import master records of leads, opportunities, customers among many others

Available Modules

  • Lead management
  • Opportunity management
  • Prospect management
  • Appointments management
  • Newsletters handling
  • Customer grouping
  • Territory definition and management
  • Defining sales stages as per customer preference
  • Managing marketing campaigns through emails, social media (Twitter, LinkedIn), and SMS
  • Rich out-of-the-box CRM reports such as Sales Pipeline Analytics, Sales Funnel, Prospect Engagement Analysis, etc

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