Tracks all leads and contacts generated from multiple sources.
Track all Bids and Opportunities at different stages.
Increases Sales and realize full potential of all marketing activities.
Customize CRM based on the primary industry of the organization.
Disclaimer: All person and organization names and addresses provided in this video are for demo purposes only and not intended to represent anyone, any product, or specific location.
Track multiple marketing Campaigns.
Maintain separate contacts and organization Campaign lists. With good segmentation lists, based on multiple factors, will create a profiled campaign distribution.
Track all Opportunities and Sales planning at different stages.
Tracks details for all Bids being applied for. When completing Contract documents, track all communications with legal department for verifying the contract details.
Manage Leads generated from multiple sources.
Tracks all contacts along with details for source of contact generation.
Track all support issues being raised by customers and also track responses.
Track calls and Meetings with detailed meeting and follow up details.
Manage all work orders from scheduling to tracking, for all services supported by the organization.
With support for online contracts signing with electronic signature, enables faster processing of contracts.
Track Communication with customers, vendors and partners using a combination of indirect and direct communication channels.
Track all service requests using ticket management module, including all history associated with the service request.