Automate your complete Sales process
Solution to automate all your processes: inside sales, sales and account management.
Lets enhance your sales team productivity together
Intelligent Sales Process
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Lead from all
sources
One platform to manage all your leads from multiple channels
No Follow up is
missed
Reminders, notifications , Task and Meeting Management all features help to keep your follow-ups in the system and never miss any from the list
Measure your team Targets
Measure all your target base like order, revenue and collection from the system and see how team and organization is doing in all the three parameters
Work on qualified Opportunity
Qualify your lead to opportunity with a questionnaire and auto parameters. Only work on qualified opportunities and increase productivity
Manage renewals on time
Automate your renewal process and remind your customer in defined frequency before renewal date
Actionable
reporting
Actionable & Intelligent reports and dashboards to give complete view of your business in one place. Create your own custom reports in few clicks for getting any additional information from the system
Customer Unified view
No need to toggle around screens to get customer information
360 degree view to give all important and relevant information about your leads, customer and opportunity in one place.
Filters, timelines for more user comfort
Filters enables you to sort the data and see exactly what is desired at moment
Timelines informs you on whether your leads and opportunities are moving in right pace or stuck, that will enhance your capability to focus on right direction
Schedule all your tasks, followup & meetings
Never miss any followup with your customer
Schedule all your task, meetings from Activity calendar . Integrated with google calendar to sync all the data
Schedule all your task, meetings from Activity calendar . Integrated with google calendar to sync all the data
Create Product catalogue and automate your quotations
Build product catalogue, pricing list and generate quote in few clicks
Quote builder helps to create quotes with multiple parameters. Maintain versioning of quote, always know how much discount given to close from first quote
Renewals and Order declaration
Create your renewal and your subscription agreements and get auto notification before contract or agreement expires
Declare your capex order and get all information passed to relevant stake holders for further deliverables and closure.
Actionable Reports & Dashboards
Create dynamic reports relevant to your business in few clicks
Dashboards will give you complete image of your orders, revenue , collections, pipelines and projections