Contacts
Whenever anyone is interacting with the company and his contact details are saved into the CRM. Visitors who are visiting websites – webforms are converted as a lead with his contact details, over a chat the details are captured into the contacts, even the potential customers whom your team meets during an event, those contact details can be imported into the CRM with easy steps. Moreover, contacts import can be done through the third-party apps integration likewise Google, CSV files, etc.
Organizations
In the CRM software organization is a relationship between an organization name and contact details recorded. The organization is a field associated with the contacts and they are independent. In the CRM there is an advantage of linking an organization with the contacts, deals, quotes, sales orders, invoices, and contracts. Every data you add or modify all the records are interlinked with the contacts, deals, contracts, etc.
Opportunities
CRM is providing sales opportunities in the sales process to track all the potential cases across the sales pipeline, helping to do conversion for revenue generation.
Custom Pipelines
Pipeline sales stages which provides standard format. Apart from that you can have the option of adding more custom pipelines with sales stages on basis of your existing sales process.
Sales Automation
Sales automation is helping to avoid or reduce your manual way of working process and saving time by using CRM software. You can have the automated reports on daily, weekly, or monthly basis.
Sales Activity Tracking
CRM Software provides the team an information related to their calls and helps them to reach maximum number of calls in time with the locations. Mobile App is helping to track, manage and have a communication with the sales team.
Notes and Comments
It is to record important notes and comments related to any customer or prospects interaction and outcomes.
Conversation Tracking
It is to track or keep records of all the conversations held with any customers or leads or contacts.
Quotes Management
CRM provides the pre-built formats or templates for quotations. Users can use these templates or it also have the ability to customize the templates or create their own.
Quote Approvals
The term ‘Quote Approvals’ means the quotations which were created and sent to customers for their approvals. The quotes which are approved by the clients or customers, users can change their statuses to approved.
Multi-Currency
CRM enables the facility of any currencies. It is not restricted to any one or two currencies. Users can use multiple currencies for every project or customer.