CRM Pipeline

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CRM Pipeline

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.

Sales Pipeline

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.

Customer Management

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.