Features of a CRM System
The CRM System centralizes all customer information. The system offers a real-time, personalized view of your customers and is available across all departments.
Lead Management
Capture leads from all available sources – your website, social media, lead generators and referrals and consolidate them onto a single platform.
Sales Tracking
Track the leads in each stage of the pipeline for your team and every individual agent. Ensures all conversations are tracked and is available for review.
Workflows
Make the day-to-day task of running your business a lot easier. Build as many automated workflows you require. They are flexible, automated and require no coding.
Marketing Automation
Perform customized actions and trigger highly relevant and personalized offers and communication campaigns.Build relationship with leads by providing them with relevant content at every stage of the sales cycle.
Performance Management
Segregate your leads based on their demographic profiles, activities, interests, products they are interested in, or any other criteria as required. Predict revenue, prioritize deals and increase productivity with AI predictions
Omnichannel
Communicate with your customers via multiple channels while integrating information into one platform to enable your sales team to have subjective, meaningful discussions with your clients.
Analytics
Get an idea of how efficient every sales cycle is, with the help of analytical reports. Create dashboards and display charts to visually represent everyday metrics.
Data Security
Prioritize data security with an extensive set of tools which allows you to access, store and use customer data in compliance with data regulations.