Business Automation

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Customer Relationship Management (CRM)

Our customer relationship management (CRM) solution provides a platform for businesses to organize and track interactions with potential or existing clients and partners. The platform allows company users to log and manage client interactions, capture and store lead data, generate sales reports and perform segmentation of target audiences.

Leads received from a company website (for example, from an order or feedback form) can be fed directly to the CRM. Users can then create message templates, send individual or group emails to leads and contacts, capture notes on client interactions, schedule meetings and assign tasks.

Users can create personalized invoices for clients by automatically inserting client information and sending them directly to the client’s email address.

The platform sales funnel functionality offers an overview of sales transactions in progress and their respective stages. With the sales dashboard, sales agents can see how many deals they’ve won, how many clients haven’t been invoiced yet and an agent’s rating in comparison with other sales team members.