CRM

CRM helps you organize your sales activities: track leads, close opportunities and get accurate forecasts. Keep opportunities organized with the pipeline and manage your day-to-day activities with meetings and next...

Lead Management allows you to gather leads from several sources and track which ones meet the requirements to be considered as opportunities. Additionally, the CRM module assists you in generating...

Every time you produce a new lead, you may convert it instantly into an opportunity. Converting a lead to an opportunity in this manner raises the likelihood of it eventually...

The CRM module is made in a way that makes it simple to start a new quote in the Pipeline window at any point. Under the Sales tab, click “My...

You may turn website visits into leads or possibilities. Click the Configuration tab and choose Settings from the dropdown list to begin this conversion. “Visits to Leads” should be enabled...

The My Activity section under the Sales page is an ideal platform for tracking and analyzing your sales-related activity. The window offers a list view of the actions associated with...

Planning your business-related duties in a systematic approach allows you to micromanage and use time more effectively. In the Pipeline window, you may organize events with your clients or schedule...

There are several sorts of activities in the dropdown list of the Activity Type field that was described in the previous section. These may be set up under the Activity...

A company’s sales teams are often appointed to oversee the sales-related operations of its products/services. To keep an eye on this function, select “Sales Teams” from the Configuration menu. You...

All of your customers’ information, including contact data, may be stored in the CRM module. To access these stored contacts, select Customers from the Sales menu. The customer’s information is...

The CRM module provides a productive framework for planning on the opportunities that are specified inside it and defining recurring revenues. Select ‘Settings’ from the Configuration menu. Check the box...

The CRM module’s Tags feature facilitates finding and searching through the records that are set up there. To use this functionality, choose the Tags menu from the Configuration tab’s dropdown...

This function helps you identify and resolve the cause of an opportunity lost. The Configuration tab contains the Lost Reasons menu. This window provides all of the system-configured reasons for...

You may allocate salespeople to different sales teams with this capability. Turn on “Multi Teams,” as indicated below. Under the Sales Teams option, you can now hire a salesman to...

With a Rule-based assignment, you may assign leads to salespeople regularly according to predetermined guidelines. Turn this feature on in the Settings menu, as indicated below. There are two choices...

This feature’s primary purpose is to support lead management by adjusting the statistical likelihood that a lead will be closed. Each lead’s score is determined by a set of factors,...

The Reporting function provides a platform for thoroughly analyzing numerous activities and their status about the company’s operations. These sophisticated reporting tools increase productivity by providing an accurate assessment of...