Enquiries
Enquiries in ERP CRM record customer requests and initial interests, serving as the first step in the sales journey. They help frontline teams capture, organize, and respond to potential business opportunities quickly.
Proposal
Proposal in ERP CRM streamlines the creation and sharing of tailored offers for customers. It helps frontline teams present professional quotations, track approvals, and speed up deal closures.
Teams
Teams in ERP CRM enable collaboration by grouping users for shared targets, leads, and opportunities. This helps frontline staff work together seamlessly, boosting productivity and sales performance.
Customer Activities
Customer Activities in ERP CRM capture every interaction, task, and engagement with clients. This gives frontline teams a complete activity history, ensuring personalized service and stronger customer relationships.
Meetings
Meetings in ERP CRM help frontline teams schedule, track, and manage customer interactions efficiently. They ensure timely follow-ups, stronger engagement, and improved relationship management.
Month wise Leads and Opportunities
Month-wise Leads and Opportunities give frontline teams a monthly breakdown of new prospects and potential deals. This enables better tracking, trend analysis, and proactive planning to boost conversions and revenue.
Month wise Opportunities
Month-wise Opportunities in ERP CRM provide a clear view of sales prospects segmented by month. This helps frontline teams track performance trends, forecast revenue, and plan actions more effectively.
Opportunities
Opportunities in ERP CRM capture potential deals and track their progress through the sales cycle. This enables frontline teams to focus on qualified prospects and maximize revenue growth.
Sales Pipeline
Sales Pipeline in ERP CRM provides a structured view of every sales opportunity, from lead generation to closure. It helps frontline teams track, prioritize, and manage deals effectively for higher conversions.
Target
Target Management in ERP CRM helps set clear sales goals for frontline teams and track their progress in real time. It ensures alignment with business objectives by monitoring achievements against defined targets.
Frequently Asked Questions
What makes this CRM platform unique?
Our CRM simplifies customer relationship management with integrated lead tracking, automated follow-ups, and advanced sales pipeline tools. Its responsive interface works seamlessly on desktop and mobile, keeping your team connected anywhere.
Can I customize dashboards in the CRM?
Yes, the CRM allows you to customize dashboards to fit your business needs. You can centralize customer data, automate workflows, and gain actionable analytics for smarter decision-making.
How does the CRM ensure data security?
Security features include data encryption and role-based access controls, protecting sensitive information and ensuring compliance. This gives you complete peace of mind when managing customer data.
What is Contact Management in this CRM?
Contact Management helps you store, organize, and oversee customer and prospect details like name, email, company, and industry. You can also customize records to capture business-specific information.
How does the Visual Sales Pipeline work?
The CRM provides visual pipelines to represent different business streams. You can define custom sales stages, track progress, and set benchmarks. This helps teams clearly see where each lead stands in the sales process.