Keeps track of everything within your CRM pipeline and handles it like a pro.
- CRM pipeline depicted in Kanban view.
- Easy to drag and drop the stages within the loop and prioritize your lead.
- Configure the colour coordination of the pipeline stages based on operational needs.
- Define Filtering and grouping tools.
- Define Priority-based star indication to each of the leads and opportunities.
An organized sales pipeline for hassle-free conversion of Leads into deals.
- Track development of opportunity and take necessary action.
- Define your custom pipeline stages. Define stage name and stage probability
- Create new opportunities
- Define follow up activities to nurture the opportunities
- Track the entire activity of the pipeline in Kanban view.
- Schedule and track meetings, email, call as the next activity.
Activity Event Management
Better management and filtering of activity records with greater compliance.
- Reduce human efforts through automation
- Filter and manage all the activities records.
- Easily create new event activities.
- Get Report and analysis of activity events.
- Seamless integration with other modules.
Get smarter and boost your business with customer-centric CRM
- Capture your leads from various sources with seamless integration.
- Generate leads in one click, manage contacts and deals easily, create tasks and notes.
- Save time with an interactive and comprehensive dashboard.
- Send emails and track all your communication in one place.
- Set up meetings with your clients.
- Send SMS and nurture your clients with relevant updates.