“* It keeps track of all accounts and related contacts in the CRM system * It records all key customer-related facts in the CRM system * It keeps track of all client meetings and calls in the calendar * Users can set different notifications or reminders for upcoming events on a daily, weekly, monthly, or yearly basis * Store account and contact-related notes and documents in the account history * It keeps track of each customer’s purchase history and can evaluate opportunities or leads for future up-selling and cross-selling * Quotes, sales orders, and invoices for clients may all be created from within the system.”
Workflow Management
informations
View all your information at one place, including your customer activity, contacts, pending deals, ongoing projects, and more. A complete view of your account that makes collaboration easy.
Workflow Management CRM generates sales orders and shows payment details within the account. In-built inventory management features allow to generate invoices, directly communicate with, and eventually keeps tracks on all the transactions in one place.
description
Our Workflow Management CRM offers a range of tools to manage your customer’s account information within the CRM.
Leads Management
Lead management is the act of collecting and tracking information about leads from multiple sources such as websites, social media channels, direct phone calls, and other lead suppliers. Following the collection of leads, the lead should be allocated to the appropriate agent based on the circumstances. CRM allows you to organise your lead information, get a summary of your leads in one place, nurture them with email campaigns, and convert them into business opportunities faster.
Contacts and Accounts
Project Repetition
Some projects in accounting work will repeat every month, quarter, 6 months , yearly. For repeating jobs every time creating a job is a tedious task. To solve This account CRM has project auto creation based on repetition type. If you are creating a job by selecting month month as repete, the workflow will create the same job based on repeat type. if you have selected monthly as repeat it will create a job automatically every month.
Task Dependency
You can set the task dependency at template level by check marking while creating template. all the jobs that are created with that template will have task dependency you can set the task dependency at template level by check marking while creating template. all the jobs that are created with that template will have task dependency
Dashboard
Dashboard displays a graphical analysis of leads, sales, projects, and other metrics. Users can also personalise the components of their dashboards according to their preferences.
Project Templates
Project Templates is a tool to create jobs. If you create a job using template, all the tasks are populated in the job
Job Management
Users can manage the day-to-day activities of their businesses at one place with an ease. CRM enables to seamlessly track every job from initial stage of contacting customers to final invoicing