CRM

Customer Relationship Management Streamlined

This app allows you to monitor and analyze every step of the customer journey. You can manage qualified and unqualified leads, track open and closed opportunities, and analyze customer wins and losses for accurate forecasting into your sales pipeline.

Features:

Get a bird's eye view of the CRM from the dashboard
Prioritize customers using life stages and compartmentalize your service
Log activity of calls, meetings, emails, and SMS that have already taken place
Send email to your customers directly from their profile, within the app
Add notes and comments in customers' profile
Schedule a meeting/call directly from inside the app
Manage all schedules from calendar and filter by day, week, month
Quickly assign tasks to any of your representatives and set the deadline
View activity, customer, and growth reports
Create deals and enter their stage, value, close date and assign to the customer
Create multiple deal pipelines and customize their stages as per your needs
See your deal progress, activity progress, deals won and more
Track all deal activities by call, meeting, task, email, and more