Customer Relationship Management System (CRM)

Description

Perfect for small and medium business

CRM systems are essential for maintaining strong customer relationships, enabling businesses to understand their customers’ needs better, and delivering a consistent and personalized customer experience. This, in turn, leads to increased customer loyalty, higher sales, and improved operational efficiency.

CRM systems include contact management, sales automation, marketing automation, customer support, and analytics. These features enable businesses to track customer behavior, manage leads and opportunities, personalize marketing efforts, provide timely customer support, and gain insights through data analysis.

Features:

Followup with Leads, customers & Supplier

✅ Followup based on Pending/Partial/Overdue invoices

✅ Add/Edit/Delete leads

✅ Convert leads to customer

✅ Leads source: Know which source (e.g google/facebook etc) leads are converting to more customers

✅ Leads life stage: Know the life stage of lead (New/Qualified/Opportunity/ etc)

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Campaigns: Email & SMS campaign

✅ Contact Login

✅ Multiple logins for customers & suppliers

✅ Contact can check previous orders, purchases, sales, payment & ledger.

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Proposal:

Create proposal templates with Subject, Body & attachments

✅ Send proposal to leads

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Report: Follow-ups by user

✅ Follow-ups by contacts

✅ Lead to customer conversion

✅ Adding contact login users