View all critical data related to your Customers in one place. Dashboards provide an at-a-glance view of key performance indicators relevant to business processes.
Don't miss out on the big picture of your sales team. CRM includes out-of-the-box reports to monitor team performance and analyse the lead traffic or sales stage of all prospects. You can even collaborate to address leads or opportunities with multiple assignments or mentions.
CRM tool makes your lead closure soar. Use email campaigns for targeted marketing, send bulk emails to your customers with beautiful newsletters, and reap the benefits of your campaigns with granular analysis of lead sources.
Don't miss out on anything from your leads. CRM module makes it easy to convert all interactions into data so your sales team doesn't have to juggle between apps. With Call Popup, you can receive live notifications of incoming calls on your desktop.
CRM includes a real-time view of important sales and marketing opportunities. This helps you craft a strategy to increase your lead-to-deal conversion rates.
Map the data you care about by adding custom fields in your forms. Then customize form behaviour by auto-fetching values, hide fields based on user roles, and create custom print formats — all without a single line of code.
Reduce overhead of manual work by setting up assignment rules (such as round robin or load balancing) to automatically distribute leads among the team. This leaves more time to respond to customers, empowering your sales team to meet commitments on time.
First impressions matter. Beautify your quotations and keep documents consistent with custom print format templates (using HTML or Jinja templating) and one-time configurations.
Available in more than 80 languages and the list is growing. Check out if your language is already supported.