Customer Relationship Management software is a great fit for almost any business, freelancer or for many other uses.
Your business success depends on how easily you capture, create and convert your leads. Anyone who’s been in sales knows getting a qualified lead is hard work. Nurturing them is harder. Making them your customer is the ultimate challenge. Customer relationship management is not just about managing people after they become your customers. It’s about how you manage evry operation of your business.
Your business success depends on how easily you Capture, Followup and Convert your Leads
Capture 
followup Convert
Managing customers is important & CRM Software helps in several ways.
Add New Lead Status & Source wise for easy reporting Filter leads Staff wise - Change status easily with drop down
Bulk upload for existing leads from excel Track all leads, easy follow-up and tracking their progress, convert lead to custmer
Add Followups, Drop any entry & Convert to lead option for interested database Filter data with staff or status wise
Create attractive Proposals / Estimate/Invoice for leads or customers & Record payments easily
Manage & keep a track on all business purchases.
Records your company expenses category & staff wise
Get Completed Expenses Reports by Category and Date Filter
Manage all your staff members & reseller from one place.You can give staff a specific permission what can do or can’t do. Role permissions can be override for each staff
Add Staff & Staff Permissions also you can add reseller partner.
Manage all your staff and reseller activity digitally Anytime Anywhere
Assign task to multiple employees & Get Task Status report
Set the priority of each & every task, and give dynamic tasks as per the staff role in business.
Set Monthly Target amount of your staff and keep analysis it
Easily analysis the staff performance based on their sales and target
Create Custom form for Customers, Leads &Telecalling data Store extra information
Create dynamic forms to manage lead / customer necessary information.
Add follow-up remainder & Get Daily Follow-ups List on dashboard
Maintain daily reminders / follow ups / tasks.
Add payment mode (cash/bank ac.)
Easily analyse cash inflow through various payment options.
Check your New Remainder report on dashboard
Easily maintain the due payments of the particular date from the dashboard.
Analysis of your company expenses and income via balance sheet.
Keep a track on your cash inflow and outflow.
Get Staff detailed work reports Date & Status wise
Keep a track on your staff daily performance and get a written report of the task performed.
Customization Options - The more customization,the more flexible the CRM
Customise your CRM as per what your business needs.
Export all CRM data in excel format
Can easily use your CRM data any time for further business operations.
Share Digital Visiting Card & Get all shared data on CRM
Store daily important data of the people you are sharing your business details with via Digital Visiting Card.
Upload Complete company name, Logo, GST & other details
Upload complete business details and documents on CRM
Integrate with IVR/ Justdial/ Indiamart and more
Manage leads coming from various lead generating platforms directly through CRM
Manage your social media campaigns directly through CRM
Create dynamic form of your social media campaign directly through CRM
