Customer Relationship Management (CRM)

FEATURES :

  • Contact & Customer Management
  • Sales & Lead Management
  • Marketing Automation
  • Customer Service & Support
  • Reporting & Analytics
  • Integrations & Mobility

FUNCTIONS :

  • Lead
  • Opportunity
  • Customer
  • Contract
  • Appointment
  • Newsletter
  • Communication
  • Territory Wise Sales
  • Territory
  • Customer Group
  • Contact
  • Prospect
  • Sales Person
  • Sales Stage
  • Lead Source
  • Campaign
  • Email Campaign
  • SMS Center
  • SMS Log
  • Email Group
  • CRM Settings
  • SMS Settings
  • Maintenance Schedule
  • Maintenance Visit
  • Warranty Claim

REPORTS :

  • Lead Details
  • Sales Pipeline Analytics
  • Opportunity Summary by Sales Stage
  • Sales Funnel
  • Prospects Engaged But Not Converted
  • First Response Time for Opportunity
  • Inactive Customers
  • Campaign Efficiency
  • Lead Owner Efficiency