There are many superb and high end features below to get visibility into your business
funnel any where any time by any device, connected to internet.
We have very powerful business intelligence & data analytics dashboards, for the management team to have a deep drill down to the transactional level. We have both standard dashboards with all major business KPIs for a quick understanding of the business health, and also a very detailed and deep graphical analytics for both marketing and sales team.
This section exposes hidden aspects of the business health which we generally overlook in standard reports. Highly informative and engaging analytics with multiple and detailed key performance indicators of a business house.
The first step in the marketing campaign management is to define and categorize the audience segment. In marketing campaign we have to plan, execute, track and analyze all marketing campaigns with the inbuilt ROI calculator. These tasks span to the complete lifecycle of the marketing activities from the inception to launch and evaluation of the result.
Leads and enquiries are very important part of any business house to growth. Lead management is a systematic process designed to generate new business potentials through various sales and marketing campaigns. Lead management is the first basic but most important aspect of the business growth pattern. Through this system you can manage and track end-to-end process and activities of leads and enquiries flowing into the system.
Role based authorization make it easy for both manager and individual member to have a clear and focused approach towards all hot, warm, cold and junk leads.
Once a lead is qualified and moved up the ladder, it is converted into a business opportunity. This is the utmost priority section where you can see the whole business funnel and have a business forecast and future projection.
Now you can design, create and send your commercial proposal to your prospects and clients directly from the system. In this section you can make the proposal of your organization’s template and send it to the manager for the approval. Once approved, the proposal will be ready to be sent on the registered e-mail id of the prospective customers.
A document management is a system used to track, manage and store documents and reduce paper works. This module is capable of keeping a record of the various versions created and modified by different users (history tracking).
A very simple yet imperative section of any business is the communication between parties and a proper record and repository of the same with exact role based logs.
This is a great way to record and share the communication with any fresh employee, who can quickly understand the history and engage with prospects.
Communicaiton is the heart and soul of the healthy and smooth business process. The better we communicate and keep a proper record of the communication better we manage & grow the business.
Task management is the process of managing a task through its life cycle. Task management can help either individuals achieve goals or groups of individuals collaborate and share knowledge for the accomplishment. Tasks are also differentiated by complexity, from low to high.
Effective task management requires managing all aspects of a task, including its status, priority, time, human, alerts, notification and so on. These can be lumped together broadly into the basic activities of task management. Managing multiple individual or team tasks may require specialized module.
This is the complete crux of this sales CRM system, where you can strategize and manage various types of customers. Here you can manage them throughout the proposed system.
Here you have a centralized repository of all your registered customers and all their related documents and information at one place. This indeed facilitates the entire team in the process of customer relationship management
A system for collecting and collating customer data is necessary for almost all companies these days. Even smallest organization will have a need for this type of customer management module. Customer Relationship Management is used to capture, research and analyze information such as customer buying preferences and demographics and their Invoicing pattern. Customer retention and their loyalty is a very important goal for the successful company.