Engage Customers with Email Marketing
Create targeted and personalized email
Send an email marketing campaign to a targeted and filtered list of clients. A successful campaign will get the recipients to take action, engage with your business, and help you to get more leads and sales.
Email templates used to send mass emails to leads and contacts, or to send email notifications to users upon triggering a workflow rule. Create email templates or choose from a list of predesigned ones.
Segment your market
Segmentation helps you target, and most importantly, personalize your message to your leads and customers. Identify valuable opportunities to target and categorize your leads quickly.
Improve market productivity
Capture leads from your website through the web form. Our web to contact form feature helps you gather new leads.
Share client information across your organization.
Contact management covers the tracking of customer, vendor and individual’s information and communication—all the client information you need in one place.
Organize Your Contacts
With just a few clicks, you can search for multiple filters, which will automatically organize your contact information as desired. Organizing your contacts can help identify precise customer segments with ease.
Track all Communication & Information
The only way your company will differentiate based on customer experience is if the culture of your organization aligns closely with the brand promise to customers. By storing all your contacts, notes and key documents in one place, you will have all the necessary information about every customer.
Store and organize all documents in necessary contacts, leads, and organization sections.
A collaboration tool
Information sharing amongst your organization will help develop workflow and increase sales.
Improve sales productivity
The sensible way to increase productivity, decrease sales cycles and become more profitable.
An easy way to generate sales pipeline reports, forecasts, and capture reasons for loss. A grid representation of your sales pipeline helps you identify where to focus your attention.
Sales pipelines are fully customizable, so once you define your sales process, it shouldn’t take much time to start mirroring it in the CRM. We understand that every business sells its product differently and it is not a ‘one size fits all’ approach. That’s why you can customize your sales pipeline by customer size, source, etc.
All reports are customizable and have filters that will allow you to focus on relevant and critical information. Our built-in reports make it easier to analyze your sales data and keep current on all the essential aspects of your sales pipeline.
Customizable dashboards make it easy to track the progress of various projects, ensuring your CRM activities are successful.
Monitoring activity by user helps you gain greater insight into your team’s progress. As a manager, an overview of each user allows you to offer targeted coaching and mentoring to your sales team.
Set reminder dates to ensure you follow up with your clients in a timely fashion.