Cloud-CRM dashboard is an excellent place for a quick overview of your daily/monthly sales results. we have added graphs, charts, and key performance indicators to dashboard to instantly notice trends in your sales performance.
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Our Enquiry Management tool serve as a single place for you/admin to view and manage enquiries from different sources. However, you can also add single enquiry using this tool. You/admin can also add enquiries in bulk using our CSV file uploader.
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A lead management feature will help you to identify your leads and the actions they've taken along the sales cycle. Through the lead management process, you'll be able to score your leads and, if needed, filter them off to a different member of your team.
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Sales executives can update their follow-ups (Visit, Phone, Mail) and keep the team informed about follow-up. Automated daily report generated per sales executive as per follow-up data.
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Standardize your quote formats. Send quotes to customers directly by mail and whatsapp. Auto Item master and price reference per customer, so you remain updated on the quoted price.
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A pro-forma invoice is a preliminary bill of sale sent to buyers in advance of a shipment or delivery of goods. This tool allows you to send proforma to customers directly by mail and whatsapp.
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An invoice is a non negotiable itemized statement issued by a seller for the Products and Services rendered to the buyer. This tool allows you to send proforma to customers directly by mail and whatsapp.
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Our CRM has built-in email utility to send an email to the customer. Email utility is full of rich features that can allow you to add attachments, format the text, have BCC and CC receipients out of the box.
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Our Document management tool makes your and customer's life easier by allowing to upload documents. Document uploader is capable of uploading different types of files, Eg. .jpg, .jpeg, .png and .pdf.
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After sales customer and admin can raise tickets as task against product or service customer received. Admin can view, assign and close ticket while customer can view the progress on ticket.
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After sales our CRM's services section allows admin to add, view, update and activate/deactivates services. On the other hand customer can view the services he/she bought.
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Our CRM allows admin to record payment entry while notifying customer via SMS and WhatsApp. Once the payment entry is recorded in CRM admin can print and WhatsApp payment receipt to the customer.
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Our CRM's reminder feature helps your business to keep customers happy. Admin can add reminders against customers to keep the service integrity and quality at its top. Added reminders do appears in calendar on dashboard.
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Our CRM allows admin to chat with customers on WhatsApp via CRM itself. This feature significantly allows you to take advantage of WhatsApp to handle business with customers while eliminating other distractions of WhatsApp away.
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Stats and reports are backbone of any successfull business. By keeping that in mind our CRM has dedicated section where you can find data rich reports having stats on how your business is performing. It plays major role in decision making for business.
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Keeping customers synched with important business activities, keeping them updated on offers and promotions makes them feel valuable. Our CRM allows admin to create different types of email templates that can be saved and sent to customer on different occassion via built-in email utility.
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A successful and powerful business needs employees with different roles, responsibilities and powers. Our CRM allows admin to control employees authority on different feature by enabling and disabling access. This allows admin to have more control over business via our CRM.
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