Key functions and benefits:

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Lead Management – everything you need to know about your leads in order to convert them into happy, paying customers. You can assign leads based on a variety of parameters and identify which leads have the highest chance of moving down the pipeline and converting into sales.

 

Contact Management – helps you organise your business contacts in one place. You'll know when and why you contacted a customer most recently, the best time to reach them, any mentions you've received from social media interactions, and details about how best to reach customers through email and other forms of communication.

 

Deal Management – a complete picture of your current and future deals and help you identify what went wrong with unsuccessful ones. Segment deals based on their current stages in the pipeline to concentrate your efforts on the right.

 

Email management – your current email can be integrated with your CRM to prioritise emails and analyse email responses. You can also design and customise email templates to add a wow factor to your common communications, welcome emails, follow-ups, sales pitches, and more to streamline your email workflows.

 

Sales automation – spend more time selling and less time doing other administrative work. Replace current mundane tasks with intelligent workflows and macros. Leads will also flow through your pipeline more easily thanks to automatic lead assignment.

 

Reporting and analytics – from basic charts to advanced analytics, CRM systems offer businesses the necessary intelligence to process data from various sources and produce valuable insights to guide future decisions with data.

 

Customisation – custom functions, buttons, modules, fields, and layouts, or even build a CRM entirely from scratch with offerings unique to your business vertical.