Data Management
Data lifecycle management starting from Data Mining to Upload, Tracking and Control.
Centralized storage for all customer and lead data, enabling easy access and organization.
Customizable fields to capture specific data relevant to your business.
Secure data handling with role-based access and data protection measures.
Real-time data updates, ensuring accuracy across teams.
Benefits
Data Management provides centralized database for managing customer information, interactions, and transaction history. Also ensures easy access to accurate and up-to-date information, enabling better decision-making and personalized customer interactions.
Marketing & Leads Generation
Support for Calls, Emails, SMS, WhatsApp based Marketing Campaigns & Leads generation flow.
Automated lead generation tools to capture potential customers from multiple channels.
Campaign management to track and optimize marketing efforts.
Integration with social media and email marketing for broader reach.
Analytics to measure lead generation performance and ROI.
Benefits
Marketing & Leads Generation provide tools to create, execute, and monitor marketing campaigns across multiple channels with built-in lead generation capabilities. Also helps attract new leads and nurture them effectively through targeted campaigns, improving ROI and expanding your customer base.
Leads Management & Tracking
Extensive Leads Management system with Leads Qualification, Interactions Tracking, GPS based Sales Rep Tracking.
Comprehensive tracking of lead status, interactions, and progress through the sales funnel.
Automated lead scoring to prioritize high-potential prospects.
Real-time alerts and notifications for timely follow-ups.
Customizable lead stages to match specific sales processes.
Benefits
Leads Management & Tracking provides end-to-end lead tracking system that captures, organizes, and prioritizes leads automatically. Also ensures no lead falls through the cracks, helps prioritize high-potential leads, and increases conversion rates by managing leads effectively throughout the sales funnel.
Sales Pipeline Management
Sales Funnel Tracking, Projections and forecasting at Service/Product, Division, Sales Rep & Consolidated levels.
Visual pipeline with drag-and-drop features for easy stage transitions.
Real-time forecasting to track revenue projections and sales performance.
Pipeline segmentation to manage multiple sales processes.
Customized sales stages to fit various business models.
Benefits
Sales Pipeline Management provides visual sales pipeline to track deals, sales stages, and progress in real time along with a clear view of the entire sales process, enabling sales teams to focus on high-value opportunities and close deals faster by staying organized and proactive.
Accounts Management
Customer Management module with Client Profiling, Key Contacts, Sales Opportunities, Meetings & Pending Dues Tracking.
Centralized account information for easy collaboration across teams.
Detailed customer profiles with purchase history, preferences, and interaction logs.
Relationship mapping to view connections between accounts, contacts, and deals.
Automated reminders for account follow-ups to improve customer relationships.
Benefits
Accounts Management provides comprehensive management of customer accounts, contracts, and business relationships in one place. Also, Enhances customer relationship management by providing a holistic view of each account, improving engagement, and driving customer loyalty.
Customer Service & Support
It helps to improve customer satisfaction by ensuring quick and efficient resolutions to inquiries and support requests, while providing insights to improve service quality over time
Ticketing system to track and manage customer inquiries and issues.
Automated routing to assign tickets to the right team members.
Knowledge base and FAQs for self-service customer support.
Benefits
Customer Service & Support provides Integrated customer support tools including ticketing, issue tracking, and knowledge base systems.
