CRM Features
Customers
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User friendly interface.
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Log calls & set reminders.
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Send emails.
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Customer history.
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Track leads and follow-ups.
Generate Leads
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Generate new leads through online enquiry forms.
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Any new enquiry will generate a new lead in the CRM.
Sales Pipeline
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Easily customisable pipelines.
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Create your own sales process flow.
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Streamlined view of your sales.
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Focus on the right things at the right time!
Activities
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Shared activity calendars.
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Your whole team is in the loop.
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Automate recurring activities and repetitive tasks.
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Helps your sales team to spend more time on selling.
Quotes
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Quote pipeline.
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Auto reminders.
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Multiple currencies & price lists.
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Quote templates.
Mobile App
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Integrated mobile app.
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Easily capture new leads.
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Manage your customers, sales, appointments and activities on the go.
Opportunities
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Automate your day, save time
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Track tasks and customers.
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Improve customer relationships
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calendar, contact, forecasting, task management, and reporting functionality
KPI's
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Set goals
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Measure progress against specific goals and objectives.
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See how important KPIs and metrics are performing against their targets
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KPI Dashboards and KPI Reports
Notifications
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Interactive notifications
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Real-time
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Quick-view in notification bar
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Open pop-ups of the actions
With tracking, KPI's, workflow & mobility, your team is better equipped to reach their targets.
Sales Pipeline
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View your leads and deals in our intuitive pipeline view.
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Drag & drop your leads between status.
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See total leads & value by status.
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Setup your own sales workflow.
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Manage expiry times for each status, and get notified when they expire.
Activities
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Shared activity calendars.
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Automated recurring activities and repetitive tasks.
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Call Logs.
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Actions.
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Appointments.
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.
Accept Quotes Online
Your customers can accept your quote online, including terms & conditions, without having to print, download or install anything.
Customers
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Get a consolidated view of all your info & interactions for each customer.
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Multiple contacts per customer.
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Activity Reports.
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Addresses.
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Quotes.
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Documents.
Generate new leads through online enquiry forms. Any new enquiry will automatically generate a lead in the CRM.
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