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Clear View Dashboard
Get all basic details on the dashboard itself- Get record of number of leads in the current month
- Get number of leads matured in the current month
- Number of new leads assigned button on executive's dashboard
- Today's reminder button on user's dashboard
Powerful Reminders
We know the importance of a lead and follow-up in sales. With our powerful notification system:
- Never lose a customer
- Set Reminder of a positive leads
- Get SMS alerts for Reminders
- Get Email notifications
- Get Reminders on time whether you are in office or not
- Reminders with your comments to recall the conversation
- Reschedule reminder to set next reminder of same lead
Assign Lead
It is always important that a customer should be handled by the accurate team for maximum closure of sales.
- Assign lead to the right executive for the lead
- Assign Multiple leads in just one click
- Transfer Leads within team
- Keep record of leads transfer
- Get comments of the previous team handling the query
- Work on query after judging the previous activities on the lead, to convert it into sales
Leads Rating
This feature will help you save time & close deals faster.
- Mark query as per the conversation
- Mark leads as positive, very positive, definitely convertible, enquiry only, non-convertible, etc.
- Mark query as call back again if it is still not rated by any team member
- Mark lead as lost if it is lost by your company and put comments to know the reason
Lead Management & Search
Search & Manage your leads as per you requirement- Search by Name
- Search By Number
- Search by Email
- Filter Leads by Rating
- Export leads in excel
- Get New leads always on top
Deals & Sales Management
Manage you sales target easily- Mature leads which are converted to sales
- Mature lead directly with one click
- Add deal to your sales
- Get sales summary total month wise
- Deal sharing option between two executives
Full Customization & control
Customize your CRM as per your requirement- Product Management: Add or remove products from your account
- Manage Lead type: Lead type is used to recognize the platform used to generate the lead.
Lead Type examples: Google, Cold calling, Website form Submission, Inbound Call, etc. - User Management: Add or remove users in your team and track their sales performance individually
- Deal Management: Approve or Reject deal submitted by executives
