Sales & Marketing CRM
CRM is created to boost your sales efforts and sales. Marketing is a crucial and primary stage of any organization and the data coming out from those marketing are also very important and that has to be saved in a proper manner. You can get leads from different sources in one list. The best part about the CRM is you can filter and get the segregated data from which source you received most of the leads and then you can maintain the entire lifecycle you the lead converting into client in CRM.
All in One CRM
Manage your complete business process flow end to end from collecting an enquiry till its closure with post booking service & support functions.
Collect all your enquiries from various channels into our CRM directly. Send them an automated welcome email or sms to get the prospect active.
Never miss a followup from now on. Get daily & hourly followup updates on a seperate page with the option to filter and contact them based on various criterias.
Collect all related documents regarding the service and manage all the documents under every enquiry or customer. No need to search for it everytime.
Send Proposal & Invoice
You can directly send proposal as well as invoice directly from the CRM instead of using multiple systems. You can also monitor payments from here.
Click to Covert
Convert an enquiry to a customer in one click by capturing all the data entered during the enquiry stage to a client stage. Never redo the same work again and again.
Generate custom reports based on various criterias and between a particular timeline. Various types of reports are available to improve your business growth.
As this is an all in one solution, you can also be able to create and manage the vendors as well as their purchase orders & payments using our system.
You can monitor the income and expense with the help of our system which will help you to easily calculate your profit as everything is documented over here.
All the incoming leads are managed efficiently with the lead management section in our CRM software. The entire sales activities, contact history and other multiple data are effectively managed and allocated in appropriate sections. The incoming calls are noted and the leads analyzed and nurtured so that they can convert to new business opportunities. You can get constant attention in your sales process by easily tracking their activities.
The incoming calls are maintained regularly in a proper sequence with the date and the time noted perfectly. They are qualified and then the clients are managed by making regular contact with them to check the status. All the status will be updated in a periodic manner so that the management of the clients can be tracked efficiently. Client management must be managed with more care as the clients must be kept in frequent touch to get the updates.
The best and the authenticated method to keep the clients engaged and also to keep a proper track with the clients, follow up management must be maintained properly. We make regular follow ups with the clients and also maintain a record of the updates taken from the client side. In sales and marketing CRM, a proper maintenance is needed while managing the clients. The data that is being noted down is maintained precisely that will help for further communications with the client.
Email & SMS Automation
While managing the clients, we take the updates according to the sales process. In such cases, you can create templates and can send bulk automation messages and emails in accordance with the sales process. These kinds of automations will help you to save the time. You can fix the automated message templates and can customize according to the updated sales process happening in your company.
Email & SMS Templates
By sending automated email and SMS, you can quickly get in touch with the customer. We provide you the most flexible CRM for sales and marketing with the customizable templates for email and SMS. You can choose your own template for sending the messages and can change at any time. You can decide to send the messages as per your sales process that is currently going on in the team.
Easily store, find and customize the contacts as per your needs. The information such as name, address, telephone number and some more related fields can be opened according to your needs. This integrated software will help you to automatically track the information such as the communication details that are linked to the contacts. You can make changes to the database at any time you need. All the business information shared by those stored contacts is maintained effectively without any loss of data.
Get the best customer support and marketing automation with us. Based on your needs you can create your own forms to organize the deals. This happens simply with the drag and drop functions. Closing a deal will need an effective management, so we bring you the most flexible deal management functions with many customizable features. If you are getting piles up with so many deals, you can easily manage them with the custom filter that we add on to this software. You can manage your sales pipeline without any confusion with the customizable features.
Make the customized proposals easily with our CRM software, wherein we build the software with the predefined settings. You can make certain settings in prior with the software, so that you don’t want to create the settings every time a proposal is added. Once you make the settings with the software, it will be automatically diverted to all the proposals. With the single click you can duplicate or convert a proposal to invoice. We will provide you the software that helps you in handling single proposals or multiple proposals at a time. You can also import the proposal templates by using our software and make professional and different proposals based on your business needs.
Worried to handle multiple invoices at a time? After converting a proposal into an invoice with our software, the clients can make payments easily without entering the same details again. By adding the bank details with the invoice in prior, the clients can make their payments without waiting for you to provide the details. All the bunch of invoices can be managed very easily by our software. When the confirmation is received, the proposals can be converted to PI and vice versa which is easy to manage and use both for the client and the user.
Our software will provide you the package management system that will bring you the automation for maintaining the packages within the team. The installation, up gradations, configuration processes and the computers operating system will be managed more effectively. By making use of our software, all the managements related to package can be made more consistently.
The productivity and the ROI of your campaigns will be tracked easily with the aim of making better investments in the future. According to your needs, a large number of sub campaigns can also be created to track the leads from different sources. By making your investments in a proper manner, you can experience very low chances of losing your business. Online campaigns can be tracked and also ROI from the offline campaigns can be tracked for the betterment with your business by making intelligent investments.
Email Campaign Management
With single software you can get in touch with your leads constantly by doing timely email campaigns. From our CRM, you can directly send the emails by making use of the email campaign modules. You can keep you list ready to send the mails as quick as possible to get in touch with your leads. But, how do you make sure that the emails are delivered properly? In such cases, you can also track the emails within the CRM system in less than an hour.
Try it Completely Free Trial for 7 Days!Get a complete access to the All in One CRM for 7 days. Use it. Experience it. And then make your wise decision.
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