Tag and Categorize Leads
Bifurcate (Categorized) the leads by using tags functionality. Easily organize and categorize your leads using customizable tags, allowing you to prioritize and focus on the most promising opportunities.
Team-Savvy Lead Assignments
Ensure that each lead is directed to the right team for optimal handling. Whether you're dealing with multiple products, regions, or customer segments, our feature simplifies lead distribution, enhances team collaboration, and boosts sales efficiency.
Uncover Opportunities, Accelerate Conversions!
Understand the idle age of leads to prioritize outreach effectively. Get a clear overview of the total number of opportunities and follow-ups, empowering your sales strategy. Dive deeper into opportunities and estimates, comprehensively understanding your business pipeline.
Nurture Leads into Loyal Clients
Convert leads into customers with our user-friendly provision. Finalize the conversion into valued customers by capturing essential information, nurturing relationships, and facilitating a smooth transition from prospect to customer.
Know More
Lead Tagging
Enhance lead categorization by attaching relevant tags that reflect the source, industry, and key influencers associated with each lead. Tag resources, industries, and influencers effortlessly while creating leads with our intuitive provision.
Know More
Store and Access Lead Data
Upload and associate essential documents directly within the lead module, ensuring thorough KYC compliance. Streamline your record-keeping and enhance due diligence by attaching relevant documents to each lead profile, helping you maintain accurate records and meet regulatory requirements efficiently.
Know More(Make more deals faster)
(Over a dozen reusable components built to provide iconography, dropdowns, input groups, navigation, alerts, and much more.)
Lead Workflow Mastery
Take control of your lead workflow with a flexible approval mechanism. Trigger notifications, tasks, alerts, reminders, emails, and SMS to keep your team informed and on track.
Lead Tagging
Enhance lead categorization by attaching relevant tags that reflect the source, industry, and key influencers associated with each lead. Tag resources, industries, and influencers effortlessly while creating leads with our intuitive provision.
Nurture Leads into Loyal Clients
Convert leads into customers with our user-friendly provision. Finalize the conversion into valued customers by capturing essential information, nurturing relationships, and facilitating a smooth transition from prospect to customer.
(Make more deals faster)
(Over a dozen reusable components built to provide iconography, dropdowns, input groups, navigation, alerts, and much more.)
Nurture Leads into Loyal Clients
Convert leads into customers with our user-friendly provision. Finalize the conversion into valued customers by capturing essential information, nurturing relationships, and facilitating a smooth transition from prospect to customer.
Lead Tagging
Enhance lead categorization by attaching relevant tags that reflect the source, industry, and key influencers associated with each lead. Tag resources, industries, and influencers effortlessly while creating leads with our intuitive provision.
Lead Workflow Mastery
Take control of your lead workflow with a flexible approval mechanism. Trigger notifications, tasks, alerts, reminders, emails, and SMS to keep your team informed and on track.
Accelerate Sales Cycles
Create estimates and opportunities directly from the lead module with our seamless provision and convert promising leads into tangible business opportunities and accurate estimates, all within a single interface. Ensure that potential leads are efficiently nurtured and translated into actionable business endeavors.
Know More
Define Your Path to Sales Success
Create customized checklists tailored to your specific needs and simplify your task management. Whether for project management, quality assurance, or any other process, this feature helps you outline and track tasks systematically.
Know More
Zone-Based Lead Distribution
Automatically distribute leads based on geographical zones and simplify your lead management by assigning leads to the appropriate sales representatives or teams based on predefined zones. Ensure an efficient and targeted follow-up even while dealing with different regions, territories, or areas.
Know More
Leads - Take Control Anywhere, Anytime
Access a streamlined interface optimized for mobile devices, enabling you to handle leads, update information, and track progress from anywhere. Stay connected, make timely updates, and keep your lead management process seamless even when you're away from your desk.
Know MoreConvert From Quotation to Order
Reduce the need for manual data entry and secure accuracy in the conversion process by effortlessly transitioning quotations into finalized sales orders from the Quotation module itself.
Know More
Defining Item Pricing Made Easy
Our platform allows you to define item prices through the Price List module. You can now easily set different prices for various items based on customer types, quantities, or promotional periods. Helps you maintain accurate and flexible pricing strategies.
Know More(Read up on the Latest.)
How it Works
1. Set, Aim, and Achieve Sales Goals
2. Optimize Conversion with Funnel Analysis
3. Multi-Channel Lead Engagement
Set, Aim, and Achieve Sales Goals
Define specific goals for the number of leads your team aims to generate within a given time frame. This feature allows you to set clear objectives, track progress, and measure your team's performance against the defined targets.
Multi-Channel Lead Engagement
Reach out to potential customers through email, SMS, chat, and social media platforms within a single interface. Enhance your lead interactions by meeting your audience wherever their digital presence is, and ensure consistent communication across various platforms.
Optimize Conversion with Funnel Analysis
Optimize conversion rates with our Leads Funnel Analysis feature. Analyze each stage of the lead funnel, from initial contact to final conversion, to make informed decisions on enhancing your lead management strategy. Refine your approach, increase efficiency, and drive higher conversion rates
Set, Aim, and Achieve Sales Goals
Define specific goals for the number of leads your team aims to generate within a given time frame. This feature allows you to set clear objectives, track progress, and measure your team's performance against the defined targets.
Last Date For Estimate
Ensure accuracy and timely communication by setting validity periods for your estimates. This allows you to automatically track and manage the expiration of estimates, helping you provide up-to-date and relevant information to your clients.
Know More
Tailormade Order Item Filtering
Organize your order management system using tags and offers to categorize and sort items more efficiently. Now, locate quickly and include specific groups of products based on their attributes or promotional pricing, tailored to customer preferences and ongoing offers for each order.
Know More
Your Pricing Flexibility - Your Discount, Your Way
Provide a discount in the form of a percentage or a specific value. Draw in potential customers and facilitate transactions that result in success with an effective approach.
Know More
Get Success with Custom Quotations
Provision to provide an expected price for individual quotations: Enhance transparency by providing estimated prices for individual quotations.
Know More
Smart Decisions, Converting Potential into Profit
Gain comprehensive insights into estimate quantity, converted order details, expiry days of individual quotations, and converted order quantity of quotations. Make data-driven decisions to boost your sales performance.
Know More
(Outstanding Features)
(Over a dozen reusable features built to provide iconography, dropdowns, input groups, alerts, and much more.)
Last Date For Estimate
Ensure accuracy and timely communication by setting validity periods for your estimates. This allows you to automatically track and manage the expiration of estimates, helping you provide up-to-date and relevant information to your clients.
Tailormade Order Item Filtering
Organize your order management system using tags and offers to categorize and sort items more efficiently. Now, locate quickly and include specific groups of products based on their attributes or promotional pricing, tailored to customer preferences and ongoing offers for each order.
Your Pricing Flexibility - Your Discount, Your Way
Provide a discount in the form of a percentage or a specific value. Draw in potential customers and facilitate transactions that result in success with an effective approach.
Get Success with Custom Quotations
Provision to provide an expected price for individual quotations: Enhance transparency by providing estimated prices for individual quotations
Smart Decisions, Converting Potential into Profit
Gain comprehensive insights into estimate quantity, converted order details, expiry days of individual quotations, and converted order quantity of quotations. Make data-driven decisions to boost your sales performance.
Seamless Quotation Negotiation with Direct Customer Links
Don't get stuck in endless email threads while negotiating quotations. Our feature lets you send direct links to customers for real-time adjustments. Turn negotiations into smooth conversations, speeding up the decision-making process for everyone involved.