The Go-to Solution to Streamline Your Sales Funnel!

Features

Manage Leads

Keep a track of all of your crucial leads generated till date in a systematic manner

Ocean of Opportunities

Grabbing an opportunity at the right moment is crucial. So, be informed about such developments with CRM.

Quotes at a Glance

Manage all the quotes given to prospective clients.

Orders at a Glance

Track all your orders with ease.

Invoices at a Glance

All invoices managed at a single location, for quick reference.

Manage your Projects

A detailed overview of your project to gauge its progress.

Monitor your Sales Progress

Integration with Magento

Auto Generation of Quote
  • If a cart abandon on website then quote auto generated on CRM
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  • Synch of all Orders
Give Discounts, mark shipping charges
  • You can give discounts and mark shipping charges in your quotes as well, it will be auto added in product total cost during purchase on website.
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  • Synch of all Orders

Purchase on behalf of customers

With integration of Magento You can directly purchase the products on behalf of your customers from CRM itself. You’ll redirect to website shopping cart page with auto customer login from where you can purchase the products

Integration with Other Platforms

We can also integrate CRM with SAP, Google apps and ODOO ERP

Value Added Features

Create task and assign to your sales rep
  • You can create a task of meeting scheduled or any other activity and assign to sales rep who will den follow-up for it
Monitor assigned tasks
  • You can track what tasks are done and pending assigned to sales rep
Schedule Meetings and send Email to customer
  • Send Email, Schedule meeting, Invite unlimited users in meeting and Receive meeting reminders
Take Notes
  • Take notes of each meeting done.
  • Track invalid email id’s

Try free for 30 days

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