Capture leads from different Sources & Platforms such as Digital Media Channels FB-Instagram-YouTube, Webforms, Marketing Campaigns, Property Portals, Channel Partners & Direct Walk-ins etc.
Wouldn't you love to see quick statistics, history, finance, tags and associated people etc. in single view when you open a customer or lead? In fact, everyone likes to see associated data together instead of doing more clicks. This view exactly does this as you expect. It consists of left view, middle view and right views.
Channel/Distributor Management Is a smarter way of managing the business. This tool helps in monitoring the performance of Individual. He is accountable as well able to measure his own contribution to the company.
Business Partners can request for block inventory with dedicated time frame; if he is having any potential clients. It gives clearar view to others of available inventory so that they can place their orders accordingly.
However, if the said inventory is not sold by the Business Partner within
blocking period, the inventory automatically goes back live and available for all others & Sales Team.
In today's highly competitive market, pleasing your customers is not an easy task anymore. To keep your emotional bond with your customers, Work diary will list all your customer's personal events like birthday or anniversary at top of your work diary. You can set automated messages or can wish them with one click or call them to delight them.
Overdue tasks are those tasks which are not completed according to their schedule. It appears on today's page of the work diary in red colour to alert the employee to complete it as soon as possible. Normally this section should not have any data.
Boost your business with our top-ranked CRM software, featuring customizable workflows and seamless integration. Experience enhanced efficiency, improved customer relationships, and skyrocketing success. Take control of your sales, marketing, and support processes with our highly searchable, cutting-edge solution. Maximize productivity, optimize conversions, and accelerate growth with our powerful CRM platform.
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