RELATE WITH YOUR CLIENTS
Looking for a better way to manage customers' data , sales, marketing, inventory and support?
Unify and store your contacts alongside detailed notes, documents, emails, calendar events, and more. Additionally, configure what information each CRM user can see and update, and automate business activities such as email responses and contact information updates.
Capture Leads from your website, or import lists of them, then develop a process for qualifying and turning them into potential sales opportunities, and another for winning those potential opportunities. Additionally, track and segment your sales funnel, individual, and team, performance areas.
Send individual, targeted, or bulk emails to your contacts, leads, and customers, and see how they engage with each communication, with tools to analyze and improve campaign performance.
Create and track customer requests/tasks via tickets, and even allow your customers to create and monitor their own tickets and details through a professional customer portal.
Invoicing & Inventory Management
Build a database of your products and services, maintain inventories, standard prices and prices books, and use these to create quotes, invoices, and sales orders. Additionally, send and collect payment requests online.
Build and manage customer-associated projects, with detailed tasks that can be assigned to CRM users and placed on their calendars.
Require any customization. We customize our crm system to fit into your organizational processes