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Overview

Our Sales CRM module is all about making lead management and sales tracking as effortless as possible. With advanced features for customization and automation, you can focus more on closing deals and less on administrative tasks. Plus, it provides a seamless experience for your sales team, making their workday more efficient and productive.

Benefits

01.

Lead Customization

01.

Lead Customization

Customize lead fields and workflows to fit your unique sales process, so you’re always in control.

02.

Kanban Board

02.

Kanban Board

Easily visualize and manage your sales pipelines with our intuitive Kanban board, helping you stay organized and on top of every opportunity.

03.

Automatic Lead Updates

03.

Automatic Lead Updates

Never miss a lead with automatic imports and updates from Indiamart and TradeIndia, keeping your lead database current and actionable.

Overall, our Sales CRM module focuses on enhancing customer relations as it includes tools for managing customer interactions, tracking leads, and overseeing the sales pipeline. Our module ensures that sales teams can effectively manage and nurture customer relationships, leading to increased sales and customer satisfaction.

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Marketing
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Contract Signer

Frequently
Asked Questions

CRM is an acronym for customer relationship management. It describes the process of managing customer data and improving customer interactions to increase sales. In business, CRM helps organizations build customer relationships and streamline business processes. As a result, they can increase sales, improve customer service and increase profitability.

The main purpose of CRM is to provide businesses with the tools and techniques to manage relationships with leads and customers.
A good CRM solution will help users quickly process data and identify opportunities so they can drive revenue for their businesses.

CRM helps businesses manage customer interactions, track leads, and improve service. Key strategies include personalized communication, feedback collection, and loyalty programs. Automating follow-ups and maintaining regular communication enhance customer satisfaction and loyalty, driving business success.

Yes, we support importing leads from sources like IndiaMart and TradeIndia. Once you connect your IndiaMart or TradeIndia account through our AppStore integration, leads are automatically imported and displayed in the "Clients" section, where they are continuously updated every hour for seamless management.