CRM
.
Do not ever lose the leads data and discussions. Write notes and set next contact dates and times to always reach the lead on time.
.
Mature leads can be converted to opportunities to provide more attention as potential leads .
.
Multiple contacts and address management for each lead, opportunity and customer.
.
Enhance the sales by Newsletters, Email & SMS Campaigns.
.
Manage the appointments, contracts, in the system.
quick Inquiry
Contacts Management
One lead, opportunity or customer might have more than one contact. Unlimited contacts can be connected with specific doctype.
Address Management
One lead, opportunity or customer might have more than one addresses. Unlimited addresses can be connected with specific doctype.
Opportunities
If a lead is interested, can be converted into opportunity. Multiple Opportunities can be collected against a lead or a customer.
Prospects
System can generate prospects report to make the sales more efficient.
Email Campaigns
An Email Campaign can be sent to the leads or contacts according to a particular schedules
Appointments
Appointments can be scheduled by the system not to miss anything
Newsletters
Newsletter can be sent to a specific group of subscribers periodically. Newsletter can also be used to share information to employees, investors etc.
Leads
A lead is a potential customer who might be interested in your products. Leads biodata will be saved in the system.
Reports
All of the reports listed below are included in the Accounting module. Besides that, reports can be customized in order to meet the requirements.
.
Lead Details Report
.
Sales Pipeline Analytics Report
.
Opportunity Summary by Sales Stage Report
.
Sales Funnel
.
Inactive Customers Report
.
Prospects Engaged But Not Converted Report
.
Campaign Efficiency Report
.
Lead Owner Efficiency Report
.