Customer Relationship Management Solutions

Pillar 1. Customer

  • Leads • Opportunities • Contact • Accounts

Pillar 2. Users

  • Roles • Teams • Branches

Pillar 3. Products and Services

  • Category • Brand Pillar 3- Products and Services • Category • Brand

Pillar 4. Activities

  • Call • Emails • Meetings • Quotes • Invoice • Receipts • Complaints Pillar 4- Activities • Call • Emails • Meetings • Quotes • Invoice • Receipts • Complaint
  1. Sales Automation
  2. Real Estate
  3. Inventory Management
  4. GPS Tracker Android App
  5. Automobile Sales
  6. Automobile Service
  7. Study Abroad 8. Migration & Recruitment
  8. Loan Aggregators
  9. Financial Services or DSA
  10. Service Automation

Modules

– Sales CRM Customer

  • Leads/Enquiries • Contact/Customers (B2C) • Organization/Account (B2B) • Lead Sources Sales Force sales forceAutomation with Financials • Opportunities and Opportunity Items • Quotes and Quote Items • Invoice and Invoice Items • Payment Receipts Activities • Calls (Option for Add-on Dialer) • Emails (Built-in) • Meetings & Events with Calendar • Tasks • Messages (API required) • WhatsApp (Add-on & API Required) Users • Users – Roles and Teams • Branch Products • Products/Services with Pricing • Product Category and Brands Marketing • Campaigns (Built-in Email Campaigns) • Target List Report and Analytics Performance Analysis Workflows Dashboard