CRM Software

Features of Customer Relationship Management Software ( CRM Software Program )

a) Contacts Manager

Contact manager in our CRM software  handles complete contacts. It store all important details of customers. There is facility to print directory or print via city wise or label print it.

b) Product Manager

Product Manager in our CRM software handles complete product list with prices. It store all important details of products. It can be customized to the requirement

c) Lead Manager / Opportunity Manager

This area of software stores the leads takes note of source it generated from or who is handling the lead. Further this area simply act as funnel , there is complete dashboard that distributes sales as required, each lead generated can be given status and further updated as desired. Further various informative reports can be generated as required.

d) Invoice Manager

Invoice manager keeps list of all the Invoices that have been generated, the most latest generated are shown here. Invoice are also separated for payments pending & received. Further facility to print or email a copy is also provided.

e) CRM Reports

The software comes with preloaded five reports further reports can be added via customization. Standard reports include

1) List of Best Source of Lead Generation

2) Most Sold Products / Most Active Customers

3) Lead Generated Monthly

4) Leads Status

5) Conversion

6) Team Performer

e) Settings / Templates / Tools

The software comes with settings which allows to put logo , customize your related information. There are tools like CSV Uploader, World Clock, Calculator, ROI Calculator & more…