Automatic Lead Capture
Effortlessly capture leads/enquiries from various sources to streamline your lead generation process.
Centralized Lead Management
Manage and track all leads in one place for better organization and efficiency.
Sales Tracking and Reporting
Monitor sales performance, telecaller metrics, & lead sources to optimize strategies.
Mobile App Integration
Utilize GPS attendance & real-time tracking to enhance field staff productivity.
We Shape the Perfect
Solutions.
We are committed to providing our customers with exceptional
service while offering our employees the best training.
Auto Lead Capture.
We automatically capture leads from various sources, allowing companies to offload their workload onto our CRM.
- Automatic capture leads from all sources without manual intervention.
- Integrate leads from Google, Facebook, email, websites, landing pages, social media, lead portals, and over 10 additional sources.
- Upload bulk leads from Excel with just one click.
- Centralized Lead Management
Automatic Lead Distribution.
Assign leads both automatically and manually based on your preferences.
- Distribute leads according to your business rules.
- Assign leads to your team instantly based on source, location, product or round robin
- Set Lead distribution Auto as well as Manual
- Centralized lead management with a comprehensive data bank for easy access and organization.
- Manage Leads by Label leads, send replies, emails, and quotations seamlessly.
Sales Opportunities.
Our system enables you to achieve your targets with minimal effort.
- Convert leads into opportunities or deals seamlessly
- Manage sales with defined targets and track expected revenue.
- Get sales and revenue forecasts by team and source.
- Fully integrated WhatsApp automation within your CRM.
- Manage campaigns, automations, website chat, chat inbox, and notifications all in one CRM system.
Call Tracking & Follow Up.
Automate follow-ups, track sales activities, and record calls in your CRM for streamlined sales management.
- Never miss a sales follow-up with automation and reminders.
- Send automated follow-up message sequences for sales leads.
- Track sales activities, set follow-up reminders, and monitor overdue and upcoming follow-ups.
- Record official mobile calls and store them in the CRM, including call type, duration, and productivity reports.
Lead Performance Reports.
Reports are the cornerstone of our CRM, providing essential insights for informed decision-making.
- Track essential sales performance metrics that impact success.
- Monitor telecaller performance with total calls made, time spent on calls, breaks taken, and results—all displayed on one screen.
- Identify and analyze the most profitable lead sources for better targeting.
- Conduct source-wise analysis to optimize lead generation strategies.
- Evaluate lead quality and performance trends to optimize sales efforts
Mobile Apps.
The app is a crucial component of the CRM, designed to maximize productivity and streamline operations.
- Mobile GPS attendance for check-in and check-out, capturing location data.
- Track customer visits with details on time, location, and notes.
- View real-time location maps for enhanced visibility.
- Monitor field staff productivity, including work hours and travel time.
- Receive app notifications for prompt customer calls based on allocations.