CRM features include lead and opportunity management, customer and contact management, sales pipeline visibility, automated task management, and customizable quotations. It also offers marketing campaign tools, omnichannel interactions, and comprehensive reports for sales analysis:
Lead and opportunity management
- Lead capture and tracking: Capture potential leads and track their journey through the sales funnel.
- Opportunity tracking: Manage sales opportunities, track progress, and forecast potential revenue.
- Kanban view: Visualize and manage opportunities with a Kanban board.
Customer and contact management
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Customer profiles:
Maintain detailed customer profiles with contact information, transaction history, and communication logs.
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Contact lists:
Keep a centralized database of all your customers, suppliers, and contacts.
Sales and marketing automation
- Sales pipeline visibility: Get a real-time view of your sales pipeline and conversion rates.
- Activity management: Schedule and track meetings, calls, and follow-ups.
- Automated tasks: Distribute leads systematically and automate tasks for your sales team.
- Marketing campaigns: Create and execute marketing campaigns through email and track their performance.
- Customizable quotations: Generate professional quotations with product references, videos, and images.
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