Get organized by planning activities in the pipeline. Acquire leads and convert them to opportunities. Easy activity management from lead generation to reporting. Assign and track leads based on scoring. Analyze performance -Win/Lost ratio and probable turnover. Optimize your Day-to-Day work.

2. Fleet
CRM
Process Flow

3. Overview
 Get organised by planning activities in pipeline.
 Acquire leads and convert them to opportunities.
 Easy activity management from lead
generation to reporting .
 Assign and track leads based on
scoring.
 Analyze performance -Win/Lost
ratio and probable turn over.
 Optimize your Day-to-Day work.
CRM

4. Leads
● Leads Nurturing
● Convert lead to opportunity
if valid
● Easy Data Access
and Management.
● Lead Scoring
● Modern User Interface-
Live Chat
● Customer Lifecycle
Management.
CRM

5. Lead Dashboard
CRM

6. xx
Pipelines
CRM
• Activities and calls management
• Easy Quotation proposal.
• Customize stages & manage
Pipeline
• Schedule Meetings & Plan Next
Actions
• 360° Visibility
• Analyze lost reasons

7. Pipeline – Shows status of the leads and sales stages.
CRM

8. xx
Quotation
When you qualify a lead into an
opportunity you will most likely need
to send them a quotation. You can
directly do this in the CRM App.
 Create a new quotation By clicking
on any lead.
 Manage your quote.
 Mark as won or lost.
CRM

9. QUOTATION- Enter various proposal related details
CRM

10. QUOTATION DASHBOARD
CRM

11. xx
Customers
 Address Book
 Customer Preferences
 Multi-Address
 Full History
 Stay connected to your
customers
CRM

12. CustomersDashboard
CRM

13. REPORTING
CRM
Leads Analysis
Activity analysis
Cohort Analysis
CRM Dashboard

14. LEADS ANALYSIS
CRM

15. PIPELINE ANALYSIS
CRM

16. CRM DASHBOARD
CRM

17. Benefits
Better Sales Performance
Enhance Communication
Beneficial for the Administration of a firm
Stronger Data Security
Enhance Customer Satisfaction
A centralized platform for managing all the task
related to employee or customers
CRM

18. Banibro IT Solutions
No.4, Ambalavanar Street
Adheenam Nagar, Arumbakkam,
Chennai, Tamil Nadu, India
Mobile: +91 944 44 22 531
Email: info@banibro.com
Mr. L.Sijesh
Business Relationship Manager
Mobile: 0091-9342258771
Email : sijesh@banibro.com