What is CRM?
Our extensive knowledge of trends and strategies allows your business to grow meaningfully. We focus on the business progress with our SEO services. We emphasize transparency and show how your impression, traffic, conversion, bounce rates, and lead quality grow over a month. We continue to improve with effective and in-depth SEO reporting techniques.
Benefits of having a CRM
You have much to do in the business world! While starting with a small business, give first priority to your customers! Having a CRM system will allow you to manage the daily leads and contacts! As your company grows up, generate more leads, close more deals, and build more effective relationships.
Implementing CRM in your small business helps to organize your contacts, leads, and deals. CRM simplifies time consuming process into automation focusing more attention on forming strategies to interact with customers!
Small businesses have a small sales team and so, keep up the productivity streamlined! Implement an innovative CRM that provides stellar customer experience and build your brand loyalty!
Why choose our CRM?
We make it easy
our CRM comes with an easy to use interface! Start selling in no time!
We customize it
our CRM offers a vast number of customization options that fit your business processes with a skillful technical team.
Quick on boarding
we make it easy to migrate existing sales data into a new CRM
Well integrated with other tools
the CRM easily integrates with other tools used in your business process.
our CRM offers both security and reliability through various features like audit logs, IPs, encryption, and two-factor authentication.
our CRM support team assists on support queries. We are able on phone, chat and by email.
Our CRM turns out to be an appropriate solution with simple and easy to use features!
Adopt an innovative CRM that fulfill your business needs completely, track your business process effectively, and identify opportunities for selling in the future!
Timesheets and Leave Management
Human Resources Management
All-in-One Support Module
Contact management include the following steps,
- Sending proposal to the customer or a particular lead
- Getting new customer contact
- Acquiring new customer
- Registration of customer
- Customer admin
- Customer reminders
- Exporting customers invoice, estimate, and payments to ZIP
While creating a proposal, include a proposal link in your email template that allows your customer to view it without login! It’s useful for generating more leads. After sending the proposal, either customer or lead can open it, to accomplish the required action. The proposal creator or concerned sale agent will get a notification via email whether the customer accept or decline the proposal!
Contact management allows easy access to customers and their contacts. Create multiple contacts and set proper permissions! Customers have a unique space from the admin area; clients have their own client portal with all financial data in a clear view
Customers are obviously allowed to register in the site, where you can enable or disable customer registration. If customer registration is disabled, then you can add customers only from the admin area. If you don’t want to give permission to view all the customers, then assign staff member as admin to particular customers. Email notification in this particular CRM will pre-select the required contacts before sending an invoice!
Available email notifications for contact include,
- Task – only for project related
- Credit note
Customer reminder feature works as a reminder that keeps you updated on a customer. Customer report is a unique data generated from the report feature!