KEY FEATURES
Crisp and Easy Navigation Dashboard
With this using the website becomes more easy and convenient.
Automation of Daily Sales Tasks
A way to make time for sales by using technology to automate your sales process.
Task Manager
Allows you to efficiently manage your tasks and keep track of your processes and To Dos.
Appointment Manager
Manages and keeps track of all the appointments.
Set CallBacks and View CallBack History
Through this calls can be made more than once and the call history can be viewed.
Change Callback Dates
Change the callback dates to whenever possible.
View all Callbacks and related Comments
View the callback logs and the callback related details.
Reschedule any upcoming Appointment
You can always reschedule your current appointment to another comfortable date.
Update status of an Appointment
To update the current status of an appointment as to at what stage its process is in.
Right away E-mail of quotations to customers
E- mail the quotations and details then and there to the customers.
Quotations
Details about the cost expenditure in form of quotations.
Profile Manager
The users can edit their profile details.
Push Notifications
Getting notifications popped up without even entering the app.
One Click Dial
An easy method to make calls.
Sales Activity Funnel Report
Helps in determining the strengths and weaknesses of your sales process.
Detaled Funnel View of Leads
The funnel reports of the leads can be viewed in detail.
Share Sales Leads for large teams
Share the details of the leads with the sales team.
Add/Modify Status - New Lead / Proposal / Under Negotiations / Success / Lost
Modify details about the status of the leads whether it is a new one or under process or is a success or failure.
Leads Filteration with Current Status
Filter the leads according to the current status of it.
Bar Charts to Understand Your Leads
Representing leads in bar charts for better understanding.
Admin can create Leads and Assign to any user
The leads can be created and assigned to the user by the admin.
Feed View of all users and its activities
View the details of the users and all the activities.
Import Leads using Spreadsheet
We can also import the leads from spreadsheets.
User Tracking
Using the GPS tracking device the location of the user can be tracked down.
Secure OTP login option for forgotten password
In case the password is forgotten you can login using OTP.
Automated Welcome E-mail and Company Profile Mail for all New Lead
Along with every new lead there comes a welcome E- mail and the company profile mail.
KEY BENEFITS
Enhanced customer relationships
The relationship with customers is more healthy
Better search sort and qualify leads
There is better search and navigation
Collect and organize actionable customer data
Collection and organization of customer datas that are actionable
Knowing your customers'
needs
Having a better knowledge about the customer needs
Systematic and timely follow-up on sales opportunities
There is regular and systematic follow ups done on every sales opportunity
Understanding your customer better
Always knowing your customers completely
Prioritizing follow-up
activities
Prioritizing and categorizing the follow ups
Improved informational organization
Enhanced information on all sales processes
Greater efficiency of multiple teams
With multiple teams to work the efficiency is also more
Improved analytical
data
Better analyzed data for all sales processes
Positive customer
experience
A positive and a good business with the customers
Plan and manage time, like a pro
You can plan the tasks and manage it accordingly like an expert
