Managing the leads is made simple and easy with multiple proven tools to improve the ratio of closure high.
In many instances, the importance given to the existing clients is considerably less while compared with acquiring new clients. This is due to the poor understanding of the value of the client due to the lack of proper data. Your existing sales person might not be available with you next year and the new sales person find it difficult to understand the details of the existing client. We are here to address the same.How it Works & Helps?
Build as you Need
Customize the fields based on your business easily. We have provided you with the option to create the form based on your need. You can drag and drop and build your own from with all functions in minutes.
Get a daily reminder notification and timely reminder notification whenever you need to perform an action for a lead or enquiry. Never miss a followup as our system gives you a headup notification.
Our system does the work for you. Once an enquiry is added, automated email or sms can be delivered to the lead. This automated action can be set for various criterias for every action performed.
Filter the lead based on various criterias which may be single or multiple. It is also easy to setup filters for custom created fields for better understanding.
You can get the complete details about a client in one page which includes proposals, invoices, support tickets, projects, contacts, etc.,
Summary of Payments
Get to know the total invoices raised, payment received and pending payment for a client in one view.