Automate the entire workflow process of Lead Generation, Sales Management,
Marketing, Forecasting, Analytics and increase productivity
Contact Management
Contact Manager allows you to keep track of all of your contacts, prospects, accounts, customers, phone numbers, and e-mail addresses in one location
CRM Dashboard
View entire sales funnel, reports, lead status, customers, sales, users, products, etc on an interactive graphical dashboard on a monthly/yearly basis
Web to Lead
Collect and capture leads directly from your website’s contact us page and enter them into your CRM software’s leads management
Database Management
Manage your contacts, leads, accounts, customers, companies, phone numbers, e-mails, etc in a centralized place
Accounts Management
View and manage your accounts in one location, including company information, contacts, phone numbers, e-mail addresses and check sales data
Leads Management
Capture leads from various sources like website, web to lead form, CSV, mobile, contacts, email and easily categorize them as per lead status
Deals Management
In a Kanban – view the Sales Pipeline such as Customer lost, Customer won, Leads, Negotiation, Proposal, and Prospects in separate stages
Customers Management
View and manage your client database – contacts, phone numbers, e-mail addresses, sales, and more in one location and view interaction details
Sales Management
View total sales and customers on a monthly, quarterly, or annual basis, and compare sales targets to actual results
Forecast Management
View details of sales vs. projection, quota percentage achieved, top achievers, and amount in the pipeline and meet sales target in a more effective manner
Territory Management
View sales information by territory as specified by sales management. It assists salespeople by defining regional sales based on clients, forecasts, and territories
Reports and Analytics
View products, customers, deals, leads, sales, pipeline, forecast, sales by users on a – day/week/month, reports online in a graphical format
Notifications
Get alerts when web to lead form is filled, appointment, lead generated also receive email alerts based various CRM module activities like form submission, daily report, etc
Project Management
Project managers can manage their project time, budget, reports and documentation for the entire team from one dashboard and improve efficiency
Frontend Website
Website builder module developed using React.js that displays complete website with all details of company and products with contact form option
Document management
Documents can be uploaded and stored online like Product literature, presentations and can be shared online with potential customers
Product Management
Add products and view the sales-related data of the product at all stages of the sales cycle. Also, there is an option to show the product online and get leads
Invoice Management
Create an email invoice that includes product details, pricing, discount, shipping fees and save it as a PDF file
User Management
Allows the administrator or sales manager to monitor user access and onboarding, as well as enable/disable users from using the CRM Software
Admin Dashboard
Add/edit/delete users, view analytics, add API settings, send emails, view reports, change the logo, CSS, and do any other admin related activity
REST API
API that allows developers to interact with site remotely by sending and receiving data and can also be used to develop custom mobile applications
Calendar
Create an appointment with the Online Calendar and use it as a scheduling tool for salespeople to keep track of events, appointments, and meetings
File Manager
Admin has the ability to upload things such as product literature, brochures, documents, PDFs, etc and can use these files for sales and marketing purposes
Ticket Management
Customer service manages customer support requests from numerous sources in one place and keeps track of all issues and complaints