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Customer Relationship Management

Customer Relationship Management is implemented by the companies for analyzing and managing the interactions of the customer and the data within the customer lifecycle. It refers to the strategies, practices and technologies whose main objective is to improve the business relationships with your customers, assist in retaining customers and increase the sales. The CRM softwares have the functionality of collecting the information about customers from different channels. All the information regarding a customer's personal details, buying preferences, history of purchase etc. is catered by the system.

FEATURES

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Pipeline

Pipeline is created by the admin. The permission access is given by the pipeline to the user. A user can add stages and deals in the pipeline.

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Stages

Stages are created by admin in the pipeline. For changing the order of stage in the pipeline you will have to drag drop stages. Deals are added in stage.

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Deal

The deals are to be created and assigned to the users. Add task, product, source, contacts, comments in deal.

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Report

The report of the deals can be seen in stages. There are two types of reports in the form of pie chart and table.

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Task Management

The task can be created by the admin or the user. The task is assigned to the user and is added in deal.

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Contact Management

The contacts and social details are created of contact. The contact is added in the deal. The contacts are added in company.

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Products

The products are added in applications and assigned to deal. Product quantity and discount are set on products.

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Sources

The deal sources are added in application and source is assigned to deal. All the deals can be checked in source.

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Support Tickets

Comments can be given on the tickets and your clients can be open support tickets.

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Messaging

Any private message can be sent by you to your client or the client can also send you any message.

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Labels

Labels can be added to deal. The addition of different color labels will make the deal unique.

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File Sharing

Any number of file can be added in deal and the file can be downloaded later. Descriptions can also be added to the files.

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Export

Deals, tasks, contacts, companies can be exported. Date range or pipeline will enable you to export deals and tasks.

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Companies

The company is to be added in your application along with the contacts in the company.

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Activity

You can see all the activity in your application for deals. Check the activity of add/edit/delete deal, products, task, sources contacts, comments.

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Deal Activity

The deal dashboard will enable you to see all the activities in deal like user assign, source, task, product, etc. added/edit/delete.

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Discussion

Discussion can be started on any deal. The assigned deal members can add comments in the discussion and also reply to the comment.

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Notes

Private notes can be added in deal. It will be visible only to you. Both admin and the client can add note in the deal.

Testimonial

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Kelley Stamm

I find this software extremely easy and excellent to use. It helps both my clients and me to easily book appointments.

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Kaia Schneide

The Software is excellent. I have been using it for about 6 months. The appointment reminder email is easily customized. I've been VERY happy with the software and most of all the customer service and support.

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Christop Jacobi

The best appointment booking software I've used to date - simple, reasonably priced and customizable.

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Maxie Leffler

I run a coaching institute and have incorporated this appointment software into my new website. It has made booking both group Classes and private lessons so easy!! I love it!

Call us now and Book your Demo: +66531150