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
- Sales Automation
- Real Estate
- Inventory Management
- GPS Tracker Android App
- Automobile Sales
- Automobile Service
- Study Abroad 8. Migration & Recruitment
- Loan Aggregators
- Financial Services or DSA
- 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