Lead Management
- Efficiently capture and track leads from multiple sources
- Our system allows you to create leads with various predefined fields
- Assign leads to users
- Specify lead for specific product or services
- Mention approximate amount
- Define various sources for leads
- Manage various status for leads
- Capture important remarks while creating leads
- Search leads through multiple filter criteria
- Capture notes for specific leads
- Generate various reports for leads
Customer Management
- Effortlessly manage your customer with a centralized hub that provides a 360-degree view of each customer
- From tracking interactions to monitoring account history, CRM ensures you stay on top of your customer relationship
- Assign customer to users
- Capture communication details such as Phone, Email, WhatsApp and Skype details
- Categories customers in to their business segment and business type
- Manage customers geographic information such as address, city, state, country and pin codes
- Capture notes for each communication for the specific customer
- View contacts for specific customer
- View quotes related to specific customers
- Search customers through various filter criteria
Contact Management
- Organize and streamline your contacts with ease
- CRM allows you to maintain a detailed database of your contacts
- Manage personalized interactions and better understanding of your customer base
- Capture communication details such as Phone, Email and WhatsApp details
- Search contacts through various filter criteria
Quote Management
- Say goodbye to manual quoting processes
- With CRM, create, manage and track quotes seamlessly
- Enjoy automated workflows that enhance the efficiency of your sales cycle and save your precious time
- Create quote with various predefined fields such as Stage, Expected closing Date, Follow Up date
- Add multiple products or services to the quote with price and tax structure
- Capture remarks or notes for each quote
- Search quote through various filter criteria
Support Management
- Option to capture queries from customer and create ticket
- Assign ticket/cases to employees
- Employee can change status of the ticket
- Generate various reports
Activity Management
- Create activity for any type of task and create reminder
- Manage follow-ups easily
- Create task and assign to users
- Create activity for Lead, Customer, Quote etc.
- Manage activity by status
- Option to capture details for the activity
User & Role Management
- Manage internal users with ease
- Create unlimited users based on need
- Manage users status and give role access to each user
Managed by SME
info@smeconsulting.net
+91 9867698629
