CRM & Sales

Powerful and easy to use. Boost sales and increase the productivity of your team.

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Mobile App

Our integrated mobile app features:

 

  • Customers, leads and prospects.

  • Find clients near your location

  • View timelines, activities and task

  • Voice to text notes

  • Create and view quotes

  • Daily, weekly & monthly activity calendar

  • Capture timesheets, leave & expenses

  • Track your daily travel

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CRM Features

CRM Customers

Customers

  • User friendly interface.

  • Log calls & set reminders.

  • Send emails.

  • Customer history.

  • Track leads and follow-ups.

CRM leads

Generate Leads

  • Generate new leads through online enquiry forms.

  • Any new enquiry will generate a new lead in the CRM.

CRM pipeline

Sales Pipeline

  • Easily customisable pipelines.

  • Create your own sales process flow.

  • Streamlined view of your sales.

  • Focus on the right things at the right time!

CRM Activity calendar

Activities

  • Shared activity calendars.

  • Your whole team is in the loop.

  • Automate recurring activities and repetitive tasks. 

  • Helps your sales team to spend more time on selling.

CRM Quotes

Quotes

  • Quote pipeline.

  • Auto reminders.

  • Multiple currencies & price lists.

  • Quote templates.

mobile CRM

Mobile App

  • Integrated mobile app.

  • Easily capture new leads.

  • Manage your customers, sales, appointments and activities on the go.

CRM Activity calendar

Opportunities

  • Automate your day, save time

  • Track tasks and customers.

  • Improve customer relationships

  • calendar, contact, forecasting, task management, and reporting functionality

CRM Quotes

KPI's

  • Set goals

  • Measure progress against specific goals and objectives.

  •  See how important KPIs and metrics are performing against their targets

  • KPI Dashboards and KPI Reports

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Notifications

  • Interactive notifications

  • Real-time

  • Quick-view in notification bar

  • Open pop-ups of the actions

 

With tracking, KPI's, workflow & mobility, your team is better equipped to reach their targets.

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Sales Pipeline

  • View your leads and deals in our intuitive pipeline view.

  • Drag & drop your leads between status.

  • See total leads & value by status.

  • Setup your own sales workflow.

  • Manage expiry times for each status, and get notified when they expire.

CRM activity

Activities

  • Shared activity calendars.

  • Automated recurring activities and repetitive tasks. 

  • Call Logs.

  • Actions.

  • Appointments.

CRM Quotes

Quotes

With a quote pipeline, auto reminders, multiple currencies, price lists and quote templates. Quoting doesn’t get any easier than this.

Customisable

Great looking quotes with the ability to add images, and choose from optional stationary for each quote. 

Paperless Quoting

When you send your quotes, each customer will receive a personalised email with a link to view their quote online.

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Accept Quotes Online

Your customers can accept your quote online, including terms & conditions, without having to print, download or install anything.

Customers

  • Get a consolidated view of all your info & interactions for each customer.

  • Multiple contacts per customer.

  • Activity Reports.

  • Addresses.

  • Quotes.

  • Documents.

CRM Customers

Generate new leads through online enquiry forms. Any new enquiry will automatically generate a lead in the CRM.

Fusion Software also offers these services

Software Development

App

Development

Web

Development

System

Integration

BI

Reporting