CRM stands for Customer Relationship Management.
The CRM system will offer you a unique platform where you can track everything that concerns your customers, prospects, suppliers, vendors, and partners. It will capture all the interactions between your company and your clients.
you implement the right CRM system in your sales department, we are fairly confident that you will have the proper functioning of your business. You can communicate effectively with your customers and track all activities of your company, customers, prospects, and other related parties.
CRM software captures leads from multiple sources and integrates seamlessly with various tools for efficient lead entry and management.
Leads are assigned to sales representatives or teams based on predefined rules, territories.
Provides reminders and notifications for follow-ups, ensuring timely engagement with leads and customers.
Admin or Manager can create new estimates.
Details such as the customer's information, the items or services being offered, quantities, prices, taxes, and any applicable discounts.
Might include the item name, description, unit price, and any other relevant information.
CRM software customization options for estimates
Once an estimate is created, it can be sent directly to the customer via email or other communication channels.
Admin can create tasks to track various activities such as follow-up calls, meetings, appointments, emails, or any other interactions with customers or prospects. They can assign tasks to themselves or to other team members.
Tasks can be assigned to specific users.
Tasks can be prioritized based on their importance or urgency.
Provide detailed information about each task, including descriptions, notes
Track the status of tasks, such as "In Progress," "Completed," or "Cancelled."
Users can receive reminders and notifications about upcoming or overdue tasks via email, SMS, or within the CRM system itself.
Users can filter and sort tasks based on various criteria such as due date, priority, status, assigned user, or task type
Recording employee interactions with leads, customers
Logging activities such as calls, emails, what’s up and tasks assigned to employees.
Reminders and notifications for upcoming tasks and deadlines.
"Make Customer Engagement Easy"
