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CRM PLUS

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CRM PLUS

Improve sales, support and operational agility
(It is a combo pack which includes Basic CRM, CRM Solo Marketing & CRM Solo Support)
  • Lead Automation
  • Funnel Management
  • Sales Forecasting
  • Web to Lead Form Integration
  • Lead Custom Field Creation
  • Follow up Management
  • Auto Revoke Policy
  • Auto Lead Intimation to Client & Employee via SMS & Email
  • Map single or multiple products with their associated custom fields in lead
  • Quotation Automation
  • User Designed custom Quotation formats
  • Terms & Condition, Cover letters & Product Annexure Dynamic Masters
  • One click copy quotation option
  • Revise Quotation option
  • Lead to Quotation Automation
  • Multiple Pricelist Management
  • Customer Wise Auto Discounting
  • Real time Quotation Profitability Calculator
  • Customer & Product Wise Auto Tax Applicability
  • Documents, Images, Task and other attachment options
  • Approval Workflow
  • Marketing Analytics
  • Data Import Tools
  • Employee Wise Prospect Privacy
  • Follow ups Management
  • DND Management
  • And all other features as same as contact management of basic CRM
 
  • Prospect Management
  • Bulk SMS
  • Bulk E-Mail
  • Telemarketing Automation
  • Campaign Management
  • Privacy
  • Categorigaton
  • 360 View
  • relationship Mapping
  • Label & Envelop
  • Notes & comments
  • Support Request Automation
  • Support request creation based on category & subcategory
  • Request Approval Process
  • Bulk Request Assignment to engineers
  • Event based email & sms alerts for every new request creation
  • Auto update of action by email & sms notification
  • Add followers to Request
  • Customer Satisfaction Tracking
  • Job Card Printing
  • Support History Tracking
  • Dynamic Label for Support Name
  • Request Overdue Management & Auto Intimation
  • Support Workload Automation
  • Solutions Management
  • Link Solutions to Support Request
  • Real Time Solution Viewing & Emailing option from Support Request
  • Tagging & Searching on Keywords of Solutions
  • Linking Solution with Product
  • Create Dynamic Category & Sub Category
  • Support Analytics
  • Support Analytics
  • Support Summary
  • Employee Wise Workload Graph
  • Support Request Status Graph
  • Overdue Request Filter

 

  • Contact Management
  • Privacy
  • Categorigaton
  • 360 View
  • relationship Mapping
  • Label & Envelop
  • Notes & comments
  • Task Management
  • Dynamic Activity & Sub Activity
  • Priority
  • Task Templates
  • Task Followers
  • Copy Task
  • Task End Date
  • Task Followup
  • Product Management
  • Privacy
  • Categorigaton
  • Product Transaction Tracking
  • Product ALias
  • Product Gallery
  • Vendors Mapping
  • Marketing Material
 
  • Appointment Management
  • Google Calendar Intrigration
  • Dynamic Category
  • Dynamic Statu
  • Dynamic Types
  • Calendar Views & Time Management
  • Document Management
  • Appoval Workflow
  • Folder Management
  • Privacy
  • Version Management
  • Notes
  • Log
  • Electronic Reminders
  • Emails&SMS
  • Re-occuring Reminders
  • Categorization &Search
  • relationship Mapping
 
  • Timesheet
  • Employee Time Tracking
  • Type Wise Tracking
  • Contact Wise Tracking 
  • Date Wise Tracking 
  • Charges Calculation
  • Daily Analysis
  • Auto Reporting Via Email
  • Numeric & Detail Analysis
  • Individual & Company Wise Selection
  • Dynamic Date Selection
  • Contact Wise Daily Reporting
  • Outgoing Email & SMS Integration
  • IMAP ( Email)
  • SMS Gupshup (SMS)
 
  • Dashboard & Gadgets
  • Personalise Dashboard
  • Multiple Dashboard
  • 50 + Gadgets
  • Contact, Product & Document Custom fields
  • Custom Form Creation
  • Grouping
  • Field Validation
  • Dynamic Search On Custom Fields
  • Document Templates
  • Use A Friendly Editor
  • Contact Product Variables
  • Product Mapping & Report Generation

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