Customers

• User friendly interface.

• Log calls & set reminders.

• Send emails.

• Customer history.

• Track leads and follow-ups.

Generate Leads

• Generate new leads through online enquiry forms.

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

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!

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.

Quotes

• Quote pipeline.

• Auto reminders.

• Multiple currencies & price lists.

• Quote templates.

Mobile App

• Track location & travel

• Easily capture new leads.

• Quotes

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

Opportunities

• Automate your day, save time

• Track tasks and customers.

• Improve customer relationships

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

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

Notifications

• Interactive notifications

• Real-time

• Quick-view in notification bar

• Open pop-ups of the actions