Contact Management
Account Management
Lead Management
Deal Management
Sales Pipeline
Customer Management
Sales Management
Sales Forecasting
Projects
Territory Management
Meeting Scheduling
Reports and Analytics
Notifications
Newsletter
Document Management
Product Management
Invoice Management
User Management
Admin Dashboard
REST API
File Manager
Ticket Management
Company
Settings
Task Management
Orders
Campaign
Web to Lead
CRM Dashboard
View entire sales funnel, reports, lead status, customers, sales, users, map etc on a interactive graphical dashboard on monthly or yearly basis
Contact Management
Keep track of your contacts, leads, accounts, customers, phone numbers, emails, and other vital information all in one centralized location
Account Management
View and Manage your Accounts – company info, contacts, phone numbers, e-mails etc in a centralized place and view sales information
Lead Management
Capture leads from various sources like website, web to lead form, CSV, mobile, contacts, email and easily categorize them as per lead status
Deal Management
View Sales Pipeline and online status of leads in their respective stage – like Customer lost, Customer Won, Leads, Negotiation, Proposal, Prospects in a drag and drop format
Sales Pipeline
Track the sales pipeline and deal stages to ensure you are closing more deals, faster and view the sales process from start to finish
Customer Management
View and Manage your Customers database – contacts, phone numbers, e-mails etc in a centralized place and view customers history with the company to improve business relationship
Sales Management
View company sales – monthly, quarterly or yearly basis, view sales target vs achievement.It helps in sales automation, sales force management and analysis
Sales Forecasting
View details of sales vs forecast, percentage quota achieved, top achievers, amount in pipeline etc. It helps the organization to achieve the sales targets efficiently
Projects
Project managers can manage their project time, budget, reports and documentation for the entire team from one dashboard and improve efficiency
Territory Management
View details of sales, territory-wise as defined by sales management. It helps sales staff by defining geographical sales based on customers, forecast, achievement and territory
Meeting Scheduling
Setup Appointment using Online Calendar and use it as a scheduling application that lets sales staff to keep track of events, appointments,meetings etc
Reports and Analytics
View customers, deals, leads, sales, pipeline, forecast, sales by users, map on a – day/week/month, reports online. It helps in business process management, i.e to discover, analyze, improve and automate sales process
Notifications
Get alerts when web to lead form is filled, appointment, lead generated or any other activity, also receive email alerts based various CRM module activation like form submission, daily report etc
Newsletter
Launch an email marketing campaign and send email newsletters to customers, Accounts, leads etc and track the mail response
Internal messaging system to send emails to customers, Accounts, leads etc via CRM Software
Document Management
Upload, Track, manage and store documents. Product literature, presentations and other sales and marketing documents can be stored online and shared with prospects
Product Management
Add products and view the sales related data of the product at all stages of the sales cycle
Invoice Management
Create and send invoices, add product information, pricing, discount, delivery charges etc. Also save invoice as PDF file, send invoice by email to prospects and view Reports
User Management
Enables admin or sales manager to control user access and on-board and disable users from using the CRM Software. It can also be used as sales management module to manage sales staff
Admin Dashboard
Dashboard of all company related settings like add/edit/delete users, view analytics, add API settings, send newsletter, view reports, change logo, CSS and do any other administrative function
REST API
Easy to use REST API that allow developers to interact with site remotely by sending and receiving JSONs and can also be used to develop custom iPhone and Android Mobile application
File Manager
A File Manager provides a user interface to manage files. Admin can upload files such as product literature, brochure, documents, PDF etc
Ticket Management
Customer Service tool that keep track of all the issues and complaints and manages customer support requests from various sources in one location
Company
Company or business information can be added in CRM Software contact management database and while adding products, deals, sales etc
Settings
Admin can set default values for some modules like currency, view deleted values and change data for the forms fields, business rules, options and more
Task Management
Keep track of your tasks based on their start and end date. Tasks management enables a company to complete projects and increase productivity
Orders
Automate the order fulfilment process .i.e. orders, sales, and customers. View sales order and also check the post order status of the product
Campaign
Create marketing campaign for your goal or any other sales activity. You can send email campaigns, newsletters or track ad spends online
Web to Lead
Directly collect and capture the lead from your website – contact us page and add into CRM Software in leads management module