Require features of CRM .
1. Sales Target Module:-
• Set, track and monitor sales targets.
• Monitor your business growth.
• Track the performance of our sales teams.
2. Leads Module -
• Complete lead management.
• Add multiple leads.
• See the status of each lead follow-up and prioritize leads to close more deals quicker.
• Categorize and allocate leads as per our choice. (Tellecall, social media, online and offline)
• Know the leads sales forecast of our business.
3. Clients Module-
• Maintain a database of all Clients & their contacts.
• We can add contact details of Clients.
• Assign, categorize, and communicate seamlessly with our Clients.
• Store basic details of services our Clients have taken from us.
• Save important dates regarding services purchased.
4. Contacts and Company Module-
• Store, modify and delete multiple contact details of clients, leads, vendors, etc.
• Prevent duplication of telephone, mobile numbers and email ids, also categorize and tag contacts.
5. Calendar Module
• We can view & update all your tasks, calls, meetings, etc.
• Track the work of our entire sales & other teams.
6. Follow-up Modules -
• Call, Email, SMS & Meeting Modules
• Make and Schedule follow-up calls, emails, sms and meetings with leads, clients, vendors, etc.
• Update details of calls and meetings done with leads, clients.
• Set sms & email reminders for follow-ups, calls and meetings.
• Previous communication with your leads/clients is saved
7. Support Module -
• Add all our support tickets.
• Solve our tickets according to the priority.
• Trigger sms and emails to the customer.
8. Services Module -
• Add, modify services.
• Add their dimensions, specifications and pricing.
• Categorize services.
• Attach pictures and required documents to services.
• Schemes Introduction.
9. Import Data Module -
• Import existing leads, clients, contacts in the CRM.
• Duplicate data would not get added.
• Attach all documents here.
10. Invoice Module-
• Create invoices.
• Mail invoices.
• Coming soon.
11. Announcements Module & Task Module
• Make and schedule announcements to the people within your organization.
• Add multiple tasks and their descriptions.
• See the completion status, priority and end date of every task.
12. Location Tracking Module & Alerts and Triggers Module
• Track location of sales team.
• Sends payments reminders alerts.
13. Users Module -
• Add new users in the system.
• Add and modify hierarchy of users.
• Grant access permissions to various crm modules.
14. Reports Module-
• Get insights into your business with reports
15. Human source Module-
• Complete all hr policy, bonuses, documents and information.
16. Accounts Module-
• Complete accounting
17. Franchise Module-
• Complete franchise monitoring & support.
Wafanyakazi huru 12 wanaweka zabuni ya kadri ya ₹45602 kwenye kazi hii
Hello sir, We have our own custom built CRM [login to view URL] login will be shared on chat. Also we have expertise in any CRM software customisation. let's discuss more details on chat regards, Shefali