Reason 1

Your business success depends on how easily you Capture, Followup and Convert your Leads

Capture followup Convert

Reason 2

Business Process Automation

• CRM helps an organization to streamline business processes
• It standardizes and automates sales,marketing and service processes to reduce human error.
• It increases productivity
• speeds up business processes and improves customer satisfaction.

Reason 3

Managing customers is important & CRM Software helps in several ways.

• Add New Customer details easily
• Bulk upload option for Existing Customer data
• Add Followups, Send Proposal, Invoice, Offer Details via SMS & Mail

Reason 4

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

Reason 5

Create attractive Proposals / Estimate/Invoice for leads or customers & Record payments easily

• Add Item with price & description
• Check all Proposals / Estimate/Invoice status
• Record Payment updates

Reason 6

• Manage all party dealers and keep a record on all the previous purchases at one place.
• Upload each and every purchase as per the party seller details.
• Manage Inventory & Stock

Manage & keep a track on all business purchases.

Reason 7

Records your company expenses category & staff wise

Get Completed Expenses Reports by Category and Date Filter

Reason 8

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

Reason 9

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.

Reason 10

Set Monthly Target amount of your staff and keep analysis it

Easily analysis the staff performance based on their sales and target

Reason 11

• Set SMS & e-mail template
• Also can send SMS to all uploaded data
• Separate SMS & E-Mail button for leads & customer
• Auto SMS sent for new leads,customer & Payment records

Reason 12

Create Custom form for Customers, Leads &Telecalling data Store extra information

Create dynamic forms to manage lead / customer necessary information.

Reason 13

Add follow-up remainder & Get Daily Follow-ups List on dashboard

Maintain daily reminders / follow ups / tasks.

Reason 14

Add payment mode (cash/bank ac.)

Easily analyse cash inflow through various payment options.

Reason 15

Check your New Remainder report on dashboard

Easily maintain the due payments of the particular date from the dashboard.

Reason 16

Analysis of your company expenses and income via balance sheet.

Keep a track on your cash inflow and outflow.

Reason 17

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.

Reason 18

Customization Options - The more customization,the more flexible the CRM

Customise your CRM as per what your business needs.

Reason 19

Export all CRM data in excel format

Can easily use your CRM data any time for further business operations.

Reason 20

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.

Reason 21

Upload Complete company name, Logo, GST & other details

Upload complete business details and documents on CRM

Reason 22

Integrate with IVR/ Justdial/ Indiamart and more

Manage leads coming from various lead generating platforms directly through CRM

Reason 23

Manage your social media campaigns directly through CRM

Create dynamic form of your social media campaign directly through CRM