Track, assign and strategize effectively with real time lead management.
Analyze and assign values to each lead so that teams can only attend leads according to priority.
Prioritize leads based on hot, warm or cold to effectively convert them into sales.
Track leads and gain valuable insights by monitoring customer – sales agent interactions in real time.
Track the progress of a lead from its initiation to its conversion.
Regular emails about leads can help track lead progress and help nurture cold leads.
Always stay connected with the business and manage it on the go.
Get valuable insights on nearby customers through customer mapping and acquire customer specific details like frequency of visits and transactional history.
Increase efficiency by instantly access information like customer details, rate structures, order stats and follow up dates.
Employees can mark their attendance and also upload details of any expenses occurred on the field through the mobile CRM.
Access product catalogues instantly and send customized payment plans to specific customers through the mobile CRM.
Sales managers can set daily field plans based on customer meetings and keep the team updated with reports through the app.
Manage different levels of order management more efficiently.
Create a decision table where agents can be assigned to approve orders following pre-defined levels.
Create custom rate plans to each specific customer while updating product prices on the go.
Manage large orders and get detailed reports from each team till the order is delivered.
Build a database of all the distributors, retailers and wholesalers for a smooth transactional relationship.
Boost customer relations by getting instant access to relevant data that gives insights about customer purchase history.
Hassle free payments and send custom quotation.
Automated billing saves employees a lot of time with accurate and detailed billing.
Generate automated invoices and create custom pricing strategies for each customer.
Create easy quotations with your company logo by using readily available templates which saves time and resources.
Reward customers based on their loyalty with customized discount rates based on their purchase history.
Get updated on all the phases of the lead through the sales pipeline, classify leads accordingly and boost sales.
Track the performances of employees so that managers can assess and relocate resources where they are most effective.
Get revenue projections powered by a smart AI which will provide the foresight needed to increase efficiency and profits.
The sales pipelines can be segregated to accommodate more indicators for easy understanding.
With over 500+ reporting formats available, always be notified about any developments about sales.
Convert raw data into meaningful, actionable information which provides valuable insights.
Monitor sales activity by getting detailed reports of the lead from its initiation to its conversion.
A wide variety of reporting formats are available so that managers can specify and create custom reports for each stage of the sales process.