• Our comprehensive Dashboard is designed to provide a swift and insightful overview of the daily and monthly lead analytics. Monitor the team's performance with detailed team metrics, graphs depicting lead type and source distribution, pending follow-ups, total leads, and more.
• The sales module, an integral part of our system, streamlines lead and follow-up processes effortlessly. Leads are automatically captured from diverse sources like websites, email campaigns, and social media, ensuring no leads are missed. These leads are then efficiently distributed to the sales team through the round-robin method.
• Navigating through specific leads is a breeze. By simply clicking on a lead, obtain various information, including email IDs, mobile numbers, and any additional details crucial to lead interaction. Enhance the follow-up strategy by seamlessly adding follow-up details such as the next follow-up date, optimal contact times, and preferred modes of communication. Stay on top of the game with timely notifications, and never miss a crucial follow-up date again – highlighted prominently in red for convenience.
• Creating quotations has never been this efficient. Create personalized quotations with ease, specifying quantities, line items, terms, and conditions. Once an order is placed, effortlessly convert the quotation into an invoice, ready to be dispatched to the customer as a downloadable PDF.
• Adding leads is not just about data entry; it's about building a comprehensive customer database. Capture essential customer information effortlessly while utilizing dropdown boxes in the Masters category to streamline the process. Manage multiple customer contacts seamlessly within a single organization, enhancing organizational efficiency.
• A standout feature of our system is the integration with social media platforms. With WhatsApp integration, instantly connect with leads, ensuring that hot opportunities are seized before they turn cold. This real-time connection empowers the sales team to engage with leads as soon as they enter the system, maximizing the chances of conversion.