Customer Database Management
- Centralized storage of customer information, including contact details, interaction history, and preferences.
- Easy segmentation for targeted marketing campaigns.
Sales Pipeline Tracking
- Visualize and manage sales stages with a drag-and-drop interface.
- Track leads, opportunities, and closed deals in real-time.
Task and Activity Automation
- Automate repetitive tasks like follow-ups, reminders, and notifications.
- Assign tasks to team members with deadlines and priority settings.
Integrated Communication Tools
- WhatsApp, Email, SMS, and call logging directly within the portal.
- Enables quick and effective communication with customers.
Analytics and Reporting
- Real-time dashboards with sales trends, customer insights, and performance metrics.
- Customizable reports for detailed analysis.
Lead Management
- Capture leads from multiple sources, including websites, social media, and emails.
- Score and prioritize leads based on engagement and potential.
Customer Support Ticketing
- Manage support requests and track resolution progress.
- Improves customer satisfaction with faster query handling.
Mobile App Accessibility
- Access CRM data anytime, anywhere with a mobile app.
- Ensure teams stay connected and productive on the go.
Integration with Existing ERP or Applications
- Seamlessly integrates with ERP, accounting, and marketing tools.
- Ensures unified workflows across business systems
Customizable User Roles and Permissions
- Assign access levels based on roles for enhanced security.
- Tailor functionalities to suit team-specific requirements.
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