CRM

1. CUSTOMER
RELATIONSHIP
MANAGEMENT
T R A C K L E A D S , C L O S E O P P O RT U N I T I E S A N D G E T
A C C U R AT E F O R E C A S T S .

2. INTRODUCTION
Customer relationship management (CRM) helps
businesses to gain an insight into the behaviour of their
customers and modify their business operations to ensure
that customers are served in the best possible way.
CRM can be achieved by: finding out about your customers'
purchasing habits, opinions and preferences.

3. SUCCESSFULLY MANAGE LEADS

4. GET ACCURATE FORECASTS
USE ACTIONABLE DATA TO MAKE
BETTER DECISIONS.
Get the insights you need to make
smarter decisions.
Design custom dashboards to
get a picture of your business at
a glance.
Dig deeper with real-time reports and flow
charts that anyone can create and share.

5. GET MORE DONE IN LESS TIME
GREAT TOOLS = HAPPY PEOPLE
Schedule activities
based on your sales
scripts: calls, meetings,
mailing, and
quotations. Get all
information you need,
directly on the
opportunity: website
pages viewed, mail
received, etc.

6. REMINDER
UPDATES

7. REAL-TIME OVERVIEW
EASILY REVIEW YOUR PERFORMANCES & NEXT ACTIVITIES.
• Know exactly how you
perform compared to
your monthly targets.
• Organize your work
based on your
scheduled next actions.

8. STAY CONNECTED TO YOUR CUSTOMERS
REAL-TIME MESSAGING TO ENHANCE COLLABORATION.
• Get a quick overview of
what's going on in your
team. See when a
colleague logs a call or
send a quote.
• Share ideas and files in
real-time and catch-up
things you missed when
you were away.

9. FULLY INTEGRATED SYSTEM
• Sale - Sell more with clean quotation - Professionally showcase your products and
services.
• E-Signature - Get documents signed up faster. Simplify your processes, boost your
productivity.
• Invoicing - Turn Quotes into Invoices with minimal effort Bill automatically based on
sales orders, delivery orders, contracts, or time and material.
• Mass Mailing - Build awesome campaigns Start from scratch or pick one of our
themes.