Customer Relationship Management Software that help:

• Build a hi-def. picture of your customers using data
• Optimize your ongoing sales processes
• Make better, smarter and quick decisions
• Automate sales and marketing funnel
• Integrate third party apps
• Cloud and Mobile Compatible

Key Features

User Defined Lead Stages

• Set user defined CRM stages​ for individuals or groups
  
• Measure leads progress stage wise ​
  
• Mark leads to get priority analysis​
  
• Add custom “tags” for grouping and reporting

Clients / Member Management

• Drag and drop feature to change lead stage status
  
• Auto refresh lead or opportunity (Tree and Kanban view)​
  
• Multiple currencies​ compatibility
  
• Integrate-able with other ERPs

Customer and Contact Management

• Centralized contact management​
  
• Manage multiple contacts per customer/company​
  
• Track customer/contact industry wise​
  
• Check and manage duplicate contacts​
  
• Add contacts on hold list based on predefined reasons​

Sales Team Management

• Create multiple sales teams​
  
• Assign leads to sales agents based on sales region/industry​
  
• Transfer leads between sales persons​
  
• Manage sales targets either person or sales or team wise
  
• Review real time achievements​
  
• Create custom sales channels​
  
• Segment client’s industry or job wise​

Customer History Analysis

• Track customer lead via call
  
• Track meetings customer wise
  
• Segregate pending and completed tasks
  
• Track sales history based on individual customers
  
• Group customers based on payment history
  
• View and analyze customer contacts in one dashboard

Lead Management Options

• Investigate reasons behind lead lost via history management​
  
• Check and mange duplicate leads​
  
• Get real time lead notifications via email
  
• Manage multiple products per customer lead with quantity and price management

Cash Forecasting​​

• Plan your treasury against your planned cash ​
  
• Create forecasting window for a defined period of time​
  
• Create a detailed daily cash flow sheet based on bank transactions​
  
• Generate a detailed forecast cash balance sheet based on payable and receivables
  
• Compare actual cash flow sheets with the forecast cash flows sheets
  
• Simulate different cash flow forecasts

Access Control Management

• Create custom access controls so every agent has access to his/her own leads​
  
• Create master control to check leads of all agents​
  
• Assign sales team wise custom controls​
  
• Control CRM Kanban drag back permission to change stage change back to previous stage

Intuitive Dashboards

• ​Create personalized dashboard
  
• Access real-time and historical performance of your sales team
  
• Create drill down-able dashboards tickets​
  
• Access different timelines showing real time updated from all leads

Privacy and Security

• Set scheduled backups
  
• Encrypted data transfer and storage
  
• Password protected logins
  
• Cloud/Data center support
  
• SSL & VPN support

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