Our GrowthFactor CRM Features

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.

Powerful Analytics & Management Dashboards

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.

  • Marketing analytics dashboard with campaign & ROI analytics.
  • Sales Analytics with deep insights.
  • Performance Analytics of each and every member of sales team.
  • Front end light dashboard with bold KPIs to exhibit the business health on the move.

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.


Marketing Campaign Management

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.

  • You can make and define the campaign.
  • Campaign can be assigned and categorized to various marketing teams.
  • Powerful campaign analytics dashboard for deep insight.
  • Get details of leads generated by various campaigns and the ROI of each lead.
  • You can do e-mail campaigns, by the mail chimp solution which is directly integrated with GrowthFactor CRM.

Lead Management

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.

  • Import legacy leads into the CRM from the excel/csv file
  • Assign leads to your team member to engage & nurture them.
  • Work on leads and manage them by various updates and status.
  • Update all Tasks and Communications related to all leads.
  • Move leads to the opportunity section further.

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.


Opportunity Management

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.

  • Manage various stages of your business opportunities
  • Manage revenue funnel with respect to various products & services.
  • Send commercial proposal and quotations from the same system.
  • It gives full clarity to your team to focus on closures and growth.
  • Complete repository of various versions of proposals, communications and task of all opportunities.

Proposal & Quotation Management

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.

  • Design proposal templates
  • Create commercial proposals.
  • Send the desired proposal to the respective party.
  • Manage proposal history and logs.

Document Repository & Management

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).

  • History and version tracking.
  • Easy search option to find related file from the huge list.
  • You can upload documents here related to the lead and opportunity.
  • Authorized person can download the document on the system when needed.
  • Role based document access reduces the risk of mishandling of important documents.

Communication Management

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.

Communication 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.


Tasks & Appointment Management

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.

  • Manage tasks as per their priority levels.
  • Get early morning task alerts & e-mail notifications to individual team member.
  • Here you can define tasks to be completed for each lead & opportunity.
  • Detailed task completed and pending reports to both manager and individual.

Customer Management

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.


Expense Management

Expense management refers to the systems deployed by a business to process, pay, and audit employee-initiated expenses. These costs include, but are not limited to, expenses incurred for travel and entertainment.

Expense management includes the policies and procedures that govern such spending, as well as the technologies and services utilized to process and analyze the data associated with it.

Service Ticket Generation

This module is used for generating service ticket number or complaint registration from any customer.

  • Creating Service Request Number
  • Assigning ticket number to field service engineer
  • Tracking open/close status
  • Attach snap shots if needed
  • Manage Customer Satisfaction
  • Taking out reports

Cloud Telephony

This feature is additional, optional & payable (3rd party API integration) where the Growth Factor CRM has direct integration with leading cloud telephony solution provider.

  • Toll Free Number
  • IVR solution
  • Virtual Number
  • Inbound & Outbound Calling Service
  • Call Recording & Play for quality purpose
  • Text Marketing Solution
  • Analytics

Invoice Recording & Tracking

This feature will not generate invoice but is to record and track invoices generated against each customer account and closed-won opportunities. Here you can:

  • Record Invoices
  • Keep Invoice copies for reference
  • Track status as Pending & Paid
  • See Analytics on Dashboards

GF Office

This mobile application is to manage and monitor the sales team members through their mobile device, with below listed features:

  • Sales team Attendance Punching (Check-in & Check-Out time)
  • Visit Records
  • Upload Documents
  • Geo-Tracking on the map

Reports Management

This feature provide you a complete customization of reports as per your desired period of time, this includes :

  • Basic
  • Advance
  • Strategic
  • Scalability
  • Mobility
  • Reports
  • Add your data space with a click
  • Use across the world simultaneously
  • Role Based Access Control
  • Service Ticket No. Generation
  • Business Trend Analysis
  • Internal Team Chat
  • Inbuilt Task Calendar
  • VoIP Calling App
  • Alerts & Flags
  • Contact Sharing
  • Security
  • Role & Hierarchy Based
  • Cloud Based
  • Monitoring & Control
  • Multi Level Approval mechanism
  • Sales Forecasting
  • Ticket No. Assigning
  • Full Responsive Design
  • Group Chat
  • Create Calendar Invite
  • Device Independent
  • 1000 + Exportable Reports
  • Account Sharing
  • Low bandwidth needed
  • Mail Notifications
  • Affordable (Pay as you Go model)
  • Import/Export Data
  • Integration with 3rd party API's
  • Web Form Integration
  • Ticket No. Status Tracking
  • Send Grid integration
  • Sub-Folder creation
  • E-Mail Integration (IMAP)
  • Browser Independent
  • 256 bit encryption data security
  • Document Sharing

Get In Touch

103, Basement,
Pocket 2, Jasola
New Delhi, 110025, India

Phone - +91 882 660 4286 / 917 778 6450
Support - support@growthfactorcrm.com
Sales - sales@growthfactorcrm.com