DreamCRM is a Complete CRM for which help automate marketing , sales, services and ordermanagement using DreamCRM. (say, send an email, make a call or create deals and send a quote, Salesorder, invoice with easy integration with Tally and telephony Call Center Solutions)

1. DreamCRM

2. APC GROUP
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About DreamerTech
Dreamer Technologies offers CRM Solutions based on
SugarCRM or SuiteCRM, CRM integration and Customization,
an Asterisk-based IP Telephony solution, Tally on Cloud, Mobile
application, E-commerce development, Linux development,
API Development to achieve your business growth.

3. How do I know my company requires CRM?
▪ Customer data is hard to locate
▪ Reporting process takes time
▪ Unable to keep up the lead flow
▪ Don’t know what the sales team are upto
▪ Customer service is coming up short
▪ Have valuable and long term customers to manage
and determine their lifetime value
APC GROUP
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CRM solution offers collaboration so that different Departments can smoothly communicate and
share information for better results. Sales, Marketing and customer service team can work in sync
to provide delightful experience to the customer.

4. Benefits of a robust CRM System
▪ Dashboard that visually showcase data
▪ Improved messaging and enhanced efficiency thru
automation
▪ Helps marketing team find their new customers and increase
the number of leads - Revenue growth and enhancement
▪ Identify and add new leads easily, quickly and categorize
them accurately - Edge over competition
▪ Support sales team close the deals faster, improve
productivity and reduce the cost of sales
▪ Improve customer service, increase customer satisfaction
and loyalty
▪ Empowers business scalability and enables sustainability
APC GROUP
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5. DreamCRM

6. Core Modules of DreamCRM

7. Sales Module of DreamCRM

8. Deployment Options
On Premises Online/Cloud
On Premises Online/Cloud

9. Lead Automation &
Lead Management System

10. How do you bring in Leads ?
There are lots of ways to identify prospective customers for your products or services.
▪ Capture leads from all online and offline sources
into one platform without any lead leakage.
▪ Automate lead qualification, prioritization, and
distribution to relevant sales staff & team.
▪ Manage sales funnels based on your business-
specific stages and convert more business.

11. Email to Leads
Email to lead will forward your leads to CRM and
creates leads, also assigned to user based on logic
and send email, SMS, whatsapp to customer & user
automatically from CRM.
Example :Sending email on info@dreamertecs.com
will create lead in CRM with its email contents.

12. Website to Leads
When someone visits our website and fill up the
website contact form it will directly capture forms
details and create lead in CRM automatically.

13. Website to Leads Auto Assignment
Assign leads to sales team automatically based on
lead source/product, city, state etc. The sales user
will get notification in CRM, Email/SMS/whatsapp
on lead assignment.

14. Web portals to Leads
Forward your portal details to CRM, it will
automatically map the lead information
with CRM and Create Leads.

15. Timeline View
View Project/lead history with status and
updates along with timeline. The timeline
shows lead/project ageing issues.

16. Territory Management
CRM supports location & product based sales
territories. User security based on territory rules
can be applied to CRM.

17. Attach Documents
Attach documents related to lead or customer.
Store all relevant marketing material in centralized
location.

18. Lead Prioritization
Prioritize leads based on sales stages.
Focus on hot leads with better probability
of closure.

19. Excel Import/Export
Import, Export CRM data in excel sheets, CSV.
Configure Excel headers to suit your existing
excel templates.

20. Communications using DreamCRM

21. Email Communication
▪ Send email using templates.
▪ Send manual email from detail, list view of contact,
lead, account etc.
▪ Easy send attachment, or using CRM documents.
▪ Incoming email sync to contact, account & leads
with associated email.
▪ Complete history of sent and received email.
▪ Send reminder or assignment email alerts using
workflow to customers, sales team, service team etc.

22. Whatsapp Communication
▪ Send whatsapp using templates
▪ Chat with one to one contact or Lead
▪ Single Conversion view
▪ Bulk whatsapp from list view of contacts, Leads etc.
▪ Easy send attachment like img, document, video etc.
▪ Complete History of sent and received whatsapp
▪ Send reminder or assignment message using
workflow to customers, sales team, service team etc.

23. Voice Communication
Enable Telephony Integration to call customers directly from
DreamCRM.
▪ Click to Call
▪ Call logs
▪ Recordings
▪ Incoming and outgoing popup
▪ Call disposition
▪ Notes & description
▪ Call transfer or hangup of Calls from CRM
▪ Complete call history

24. SMS Communication
▪ Send SMS using templates
▪ Chat with one to one contact or Lead
▪ Single Conversion view
▪ Send Bulk SMS from List View
▪ Send Bulk SMS from Target
▪ Complete history of sent and received SMS
▪ Send reminder or assignment SMS using workflow
to customers, sales team, service team etc.

25. Lead Activity planning, Tracking &
Reporting

26. Sales, Calls & Visits Tracking
▪ Sales follow ups
▪ Visits
▪ Meetings
▪ Automated sales reports
Plan & Track

27. Notifications & Reminders Alerts
Sales team will get mobile app, email, crm web
notification, SMS/whatsapp reminders for the
planned activities 30/15 minutes before the
due date time as per schedule.

28. Daily, Weekly Activity Planner
Use activity planner with daily, weekly calendar for
planning sales activities to your sales team.

29. Daily Sales Visit Reports
Get your sales team daily visit reports in email.
View the sales team GPS locations visits in map.

30. Daily Sales Team Productivity Reports
Daily, Weekly calls/visit count. Reports on leads,
opportunities, orders and sales team performance.

31. Daily Sales Reports Lead Activity
Tracking
View the lead history with sales team's
calls/visits against the lead along with
timestamp.

32. Daily Sales Reports & Analytics

33. Daily Marketing Channel Performance
Source wise lead count along with status. Filter data
based on dates, source, status, etc.

34. User Wise Lead Status
User wise lead count along with status.
Filter data based on dates, users, source,
status, etc.

35. Lead Escalation Reports
Leads are assigned to user, but the user has not
done any activity on the lead for the last 3 days.
Eg. Status update, calls or meeting

36. Lead Activity Reports
Sales team's calls, visits against a particular
lead along with status, date & time.

37. Sales Funnel Reports
Sales Funnel report based on lead status.
The sales funnel shows the details of sales
conversion ratio.