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

Run a better sales process - with 360º lead and deal management.

$99 / year
Usage Lifetime
FAQ
Developer Akaunting Inc
Version 1.0.5
Added 08 Aug 2019
Updated 1 day ago
Category CRM
Documentation N/A