Tag: CRM Software Features

Contact Manager helps you to maintain your contacts, leads, accounts, customers, phone numbers, e-mails etc in a centralized place

View entire sales funnel, reports, lead status, customers, sales, users, map etc on a interactive graphical dashboard on monthly/yearly basis

Directly collect and capture the lead from your website – contact us page and add into CRM Software in leads management module

Manage your contacts, leads, accounts, customers, phone numbers, e-mails etc in a centralized place

View and Manage your Accounts – company info, contacts, phone numbers, e-mails etc in a centralized place and view sales information

Capture leads from various sources like website, web to lead form, CSV, mobile, contacts, email and easily categorize them as per lead status

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

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

View company sales – monthly, quarterly or yearly basis, view sales target vs achievement.It helps in sales automation, sales force management and analysis

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

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

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

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

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

Upload, Track, manage and store documents. Product literature, presentations and other sales and marketing documents can be stored online and shared with prospects

Add products and view the sales related data of the product at all stages of the sales cycle

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

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

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

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

Setup Appointment using Online Calendar and use it as a scheduling application that lets sales staff to keep track of events, appointments,meetings etc

A File Manager provides a user interface to manage files
Admin can upload files such as product literature, brochure, documents,PDF etc
These files can be viewed by users and used for sales and marketing purpose

FinCRM.com provides complete integration with Facebook Ads
It is easy to setup and automates the lead generation process
Rather than downloading the CSV manually,leads from Facebook are automatically added in CRM Software

Customer Service tool that keep track of all the issues and complaints and manages customer support requests from various sources in one location

Company or business information can be added in CRM Software contact management database and while adding products, deals, sales etc

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

RFQ or Request for Quote is a process, where customers ask for a price quote or bids from supplier to purchase a product or service

Website builder module developed using React.js that displays complete website with all details of company and products with contact form option

Similar to adding a product a company can add services they provide and view the leads. The list of services can also be displayed on front end via API

Keep track of your tasks based on their start and end date. Tasks management enables a company to complete projects and increase productivity

Create and manage appointments with clients. View clients information and the schedule date and time registered for each appointment online

Automate the order fulfilment process .i.e. orders, sales, and customers. View sales order and also check the post order status of the product

Create marketing campaign for your goal or any other sales activity. You can send email campaigns, newsletters or track ad spends online

Project managers can manage their project time, budget, reports and documentation for the entire team from one dashboard and improve efficiency