Service

CRM Software

1. Enter leads details easily Status & Source wise (Dynamic)

2. Manage All Enquiry, Leads & Customers details (Create a custom form for Lead & Customer according to your requirement)

3. Add follow-up & Get Daily Follow-ups List on dashboard

4. Add multiple product & services along with price and description

5. Send proposal, invoice & record payments details/Add payment mode options

6. Add Purchase & Manage All Stock IN/OUT Details Get Stock details easily

7. Check your due payment report on dashboard

8. Manage All Business Expenses Category wise

9. Analysis of your company expenses and income via a balance sheet.

10. Separate panel for Admin & Staff. (Admin can set permission to individual staff)

11. Set the Monthly Target amount of your staff and keep analyzing it

12. Assign leads in bulk to your respective Team

13. Filter the leads as per source, status & staff

14. Get Staff detailed reports Date/Status wise

15. Set Task for staff & Get Task report easily

16. Manage Reseller & Partner also

17. Create your own SMS and Email template

18. Send SMS & E-Mail to leads & customer

19. Auto send SMS for new leads, customer & Payments

20. Upload Complete company name, Logo, GST & other details

21. Integrate with IVR/ Justdial/ Indiamart Manage All Business Activity at single dashboard

Just ? 7200/year (up to 3 users access) An additional user just 2000/year (18% GST Extra)

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