CRM

Streamline Lead and Deal Management for Efficient Customer Relationship Management

The CRM Module offers a comprehensive solution for managing leads, deals, and customer relationships with ease. Whether you are tracking leads, assigning tasks, or monitoring deals, this powerful module allows you to stay organized, stay on top of important activities, and drive business growth.

Key Features

LEADMANAGEMENT

View all relevant information on any lead in an intuitive, easy-to-read layout for better decision-making and follow-ups.

Manage each lead by adding key details like Users, Items, Files, Notes, Sources, Call Details, Emails, and Discussions.

Create customized pipelines and assign specific stages to your leads to track their progress seamlessly.

Get a calendar view for every deal detail, providing a quick glance at upcoming deadlines, meetings, and key milestones, making sure no important activity is overlooked.

DEALMANAGEMENT

Organize and manage by choosing between Kanban View for visual representation or List View for a more structured approach.

Track deals over time with detailed overviews for the week, month, or last 30 days for improved forecasting and strategy.

Assign tasks, products, files, and users to each deal to ensure everyone stays aligned and responsibilities are clear.

Facilitate communication and collaboration by managing discussions and adding important notes for each deal.

Benefits

Efficient Lead Tracking

Easily manage leads by assigning them to specific stages and adding comprehensive details, ensuring nothing falls through the cracks.

Streamlined Deal Workflow

Switch between Kanban or List views to manage your deals in the way that works best for your team, enhancing workflow and productivity.

Clear Overview

Quickly get an overview of your active deals over various timeframes, allowing you to analyze your sales pipeline, measure progress, and adjust strategies accordingly

Collaboration Made Easy

Assign tasks, share files, and communicate directly within each deal, keeping your team in sync and focused on the right priorities.

Increased Productivity

The calendar view and organized deal structure enable you to stay on top of every detail, reduce delays, and improve overall efficiency.

Better Decision-Making

With all lead and deal information at your fingertips, you can make data-driven decisions that enhance your customer relationship management efforts.

What we are offering?

The CRM Module makes managing your leads and deals a breeze.
By offering tools that streamline your processes, enhance communication, and keep everyone on track, it empowers your sales and customer success teams to build stronger relationships, close deals faster, and drive business growth.

Try it now to see if it's suite your business