Lead and Opportunity Management
- Track, prioritize, and manage leads through the sales pipeline.
- Automate lead scoring and assign leads to sales representatives.
- Convert leads into opportunities with a single click.
Sales Pipeline Management
- Visualize your sales process with customizable pipelines.
- Track deal stages, forecast revenue, and identify bottlenecks.
- Drag-and-drop interface for easy management of opportunities.
Customer Relationship Management
- Maintain a comprehensive database of customer interactions and profiles.
- Access a 360° view of customer history, including communications, purchases, and preferences.
- Enhance customer engagement with personalized communication
Task and Activity Tracking
- Schedule and track meetings, calls, and tasks with built-in calendars.
- Set reminders and notifications to stay on top of important activities.
- Collaborate with team members using shared task management.
Email Integration
- Sync your email accounts to manage communications directly within the CRM.
- Automate follow-ups and track email opens and click-through rates.
- Use email templates for consistent and professional communication.
Reporting and Analytics
- Generate detailed sales and performance reports.
- Gain insights into sales trends, team productivity, and revenue growth.
- Use customizable dashboards for real-time data visualization.
Customization and Scalability
- Tailor the CRM to match your unique business processes.
- Add custom fields, workflows, and reports.
- Scale effortlessly as your business grows.
Mobile Access
- Manage your CRM on the go with mobile-friendly applications.
- Access customer information and update deals from anywhere.
Automation
- Automate repetitive tasks like follow-ups, notifications, and data entry.
- Set up workflow automations to streamline processes.