Sales Automation software is a comprehensive module to handle complete lead management processes. The module covers all major features from lead capture to assignment to closure.
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Automate your complete sales, create multiple rules assign/reassign leads, Generate various reports like sales forecast, Lead Source Performance, User Wise Lead Status, Lead Escalation Reports, Sales Funnel Reports, Lead Activities Reports, User Wise Sales, Ageing Reports, Daily Visit Report on Email, Productivity Report, Telecaller Performance report and much more.
Business owners prefer to adopt the technical things that help them in interacting with the clients in a better way.
Sales Automation is available for Corporate house. The corporate houses believe in leaving a big yet productive impact with each commercial step they take.
Sales Automation software is also available for software developers. Developer Community Integrate SMS Automation and can be used for growing their technology.
is a comprehensive module to handle complete lead management process. The module covers all major feature from lead capture to assignment to closure
module helps sales team to plan, prioritize daily activities such as calls, followups & Visits. The module consists of Activity Screen, Due Date, Time, Email/SMS Reminders, Activity Completion Notes.
or Sales Funnel module helps sales team to prfioritize, forecast , focus & win high probable sales opportunities. The module consists of Opportunities, Expected Close Date for Winning, Win/Lose Analysis, Proposal, Opportunity Value & Activity History.
Automate your complete sales, create multiple rules assign/reassign leads, Generate various reports like sales forecast, Lead Source Performance, User Wise Lead Status, Lead Escalation Reports, Sales Funnel Reports, Lead Activities Reports, User Wise Sales, Ageing Reports, Daily Visit Report on Email, Productivity Report, Telecaller Performance report and much more.
Source wise lead count along with status. Filter data based on dates, source, status, etc.
User wise lead count along with status. Filter data based on dates, source, status, etc.
Leads that are not updated for the last 3 days & beyond are shown with ageing details.
Leads are assigned to a user, but the user has not called or created any activity on the lead for the last 3 days.
Sales team's calls, visits against a particular lead along with status, date & time.
Sales Funnel report based on lead status. The sales funnel shows the details of sales conversion ratio.
Directly integrated with lead portals for lead capture.
Assign, Track & Manage Sales Leads with Activities
Manage Opportunities & Sales Pipeline with Stages
Plan Activities to Team with Email/SMS reminders
Upload Business Documents as Related to Client Interactions
Complete Mobile CRM Software for Field Team
Inbuilt CRM for Tasks, Lead Notes & Reminders
Generate Verious Customized Reports.
Customize Forms, Fields, Reports to Suit Your Business
Generate Verious Customized Reports.
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