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Posted in CRM

Privacy Policy

 
Your privacy is important to us.

It is our goal to protect the quality and integrity of all information received by us.

We take all steps to ensure the security and confidentiality of data, specs or code being transferred to us via online, email, ftp or other means.

All data provided to us is confidential and we have implemented appropriate technical and managerial procedures to insure that your data is secure.

Strict Non-Disclosure and Non-Compete Agreements (NDA) binds all our staff.

Protecting the privacy of your data, source code and personal information is a top priority for us and if you have any questions about this privacy statement, the policies of the company or your dealings with DigitalCRM.com, pl. contact our support team.

Posted in CRM

Terms of Service

 
Please read these Terms of Service carefully before using https://www.digitalcrm.com website, CRM Software and the Mobile App of our company.

Your access to and use of the Service is conditioned on your acceptance of and compliance with these Terms.
These Terms apply to all visitors, users and others who access or use the Service.
By accessing or using the service you agree to be bound by these Terms.
If you disagree with any part of the terms then you may not access the Service.

Termination
We may terminate or suspend access to our service immediately, without prior notice or liability, for any reason whatsoever, including without limitation if you breach the Terms.
All provisions of the Terms which by their nature should survive termination shall survive termination, including, without limitation, ownership provisions, warranty disclaimers, indemnity and limitations of liability.

Subscriptions
Some parts of the Service are billed on a subscription basis subscriptions. You will be billed in advance on a recurring basis.
The subscriptions section is for SaaS Online CRM businesses.

Refund
There will be no refund after CRM Software has been uploaded on webhost/server or after the date of subscription is over

Content
Our Service allows you to post, link, store, share and otherwise make available certain information, text, graphics, videos, or other material.
You are responsible for the content posted by you

Links To Other Web Sites
Our Service may contain links to third-party web sites or services that are not owned or controlled by DigitalCRM.
DigitalCRM has no control over and assumes no responsibility for the content,privacy policies, or practices of any third party web sites or services.
You further acknowledge and agree that DigitalCRM shall not be responsible or liable, directly or indirectly, for any damage or loss caused or alleged to be caused by or in connection with use of or reliance on any such content, goods or services available on or through any such web sites or services.

Changes
We reserve the right, at our sole discretion, to modify or replace these Terms at any time.
If a revision is material we will try to provide at least 30 days’ notice prior to any new terms taking effect.
What constitutes a material change will be determined at our sole discretion.

Contact Us
If you have any questions about these Terms, please contact our support department.

Posted in CRM

CRM Resources

 
Learn about CRM software, view list of CRM Software companies and know about CRM in detail

Popular CRM Resources:

Wikipedia – Customer relationship management
https://en.wikipedia.org/wiki/Customer_relationship_management

Comparison of CRM systems
https://en.wikipedia.org/wiki/Comparison_of_CRM_systems

SearchCRM – CRM / Call Center information, news and tips
https://searchcrm.techtarget.com/

CRM Software Research
https://www.capterra.com/crm-software-research/

MarTech Today – Marketing Technology News and Management Insights
https://martechtoday.com/

CRM resources – CRMXchange
http://www.crmxchange.com/

CRM Apps for Business
https://zapier.com/learn/crm/best-crm-app/

CRM news, analysis, research, how-to, opinion, and video
https://www.cio.com/category/customer-relationship-management/

CRM Magazine
http://www.destinationcrm.com/

CRM Advice, Guide
https://discovercrm.com/

To add any other CRM related resource, pl. contact us

Posted in CRM

What Is CRM?

 
CRM – Customer Relationship Management is a strategy for managing a company’s relationships and interactions with its customers and prospective customers. It may involve use of CRM Software, strategy or systems with the goal of improving customer service or assisting customer retention, using analytics and increasing sales.

Benefits of CRM

CRM often involves using technology to organize, automate and synchronize service, sales and marketing functions of the company
It can resolve customer complaints, track leads, close opportunities, automate sales process and present complete view of your customers life cycle

Modules of CRM System

A CRM has several functions that include tracking customer interactions, automate sales cycle, track leads and get new customers

Some of the main CRM modules are:

Service Management
Help desk or Complaint Management system lets you gather all customer complaints into one common help desk system where you can categorize, assign and resolve customer queries

Sales Force Automation
Automate sales work flow in one platform and streamline lead-to-sale processes giving managers the ability to track team sales performance

CRM Dashboard
Get an updated view of entire sales funnel, reports, lead status, customers, sales, users, analytics on a interactive graphical dashboard

Contact Management
Contact Manager to maintain company’s contacts, leads, accounts, customers, phone numbers, e-mails etc

Lead Management
Capture leads from various sources like website, form, CSV, mobile, contacts, email and easily categorize them as per current status

Sales Pipeline
View Online status of lead in progress and their respective stage like Customer lost, Customer Won, Leads, Negotiation, Proposal

Marketing automation
Consolidate various customer interactions over email, phone, social media or other channels and view detailed analytics

Reports and Analytics
View customers, deals, leads, sales – day/week/month reports online and leverage it to improve your sales activities

Features in a CRM Software:
CRM software consolidates customer information into a single database so companies can more easily access and manage sales and marketing information

Some of the features in CRM Software are:

CRM Dashboard
View entire sales funnel, reports, lead status, customers, sales, users, map etc on a interactive graphical dashboard on monthly/yearly basis

Web to Lead
Directly collect and capture the lead from your website – contact us page and add into CRM Software in leads management module

Contact Management
Manage your contacts, leads, accounts, customers, phone numbers, e-mails etc in a centralized place

Accounts Management
View and Manage your Accounts – company info, contacts, phone numbers, e-mails etc in a centralized place and view sales information

Leads Management
Capture leads from various sources like website, web to lead form, CSV, mobile, contacts, email and easily categorize them as per lead status

Deals Management
View Sales Pipeline and online status of leads in their respective stage – like Customer lost, Customer Won, Leads, Negotiation, Proposal, Prospects in a drag and drop format

Customers Management
View and Manage your Customers database – contacts, phone numbers, e-mails etc in a centralized place and view customers history

Sales Management
View company sales – monthly, quarterly or yearly basis, view sales target vs achievement

Forecast Management
View details of sales vs forecast, percentage quota achieved, top achievers, amount in pipeline etc.

Territory Management
View details of sales, territory-wise as defined by sales management. It helps sales staff by defining geographical sales based on customers, forecast, achievement and territory

Analytics
View customers, deals, leads, sales, pipeline, forecast, sales by users, map on a – day/week/month, reports online

Notifications
Get alerts when web to lead form is filled, appointment, lead generated or any other activity, also receive email alerts based various CRM module activation like form submission, daily report etc

Geolocation
Use Google Map – web mapping service, to display the location of customers, Accounts, leads etc so you can view map in CRM software

Appointments
Setup Appointment using Online Calendar and use it as a scheduling application that lets sales staff to keep track of events, appointments,meetings etc

Newsletter
Launch an email marketing campaign and send email newsletters to customers, Accounts, leads etc and track the mail response

Mailing
Internal messaging system to send emails to customers, Accounts, leads etc via CRM Software

Document System
Upload, Track, manage and store documents. Product literature, presentations and other sales and marketing documents can be stored online and shared with prospects

Product Management
Add products and view the sales related data of the product at all stages of the sales cycle

Invoicing
Create and send invoices, add product information, pricing, discount, delivery charges etc

User Management
Enables admin or sales manager to control user access and on-board and disable users from using the CRM Software.

Admin
Dashboard of all company related settings like add/edit/delete users, view analytics, add API settings, send newsletter, view reports, change logo, CSS and do any other administrative function

API
Easy to use REST API that allow developers to interact with site remotely by sending and receiving JSONs and can also be used to develop custom iPhone and Android Mobile app

Help Desk System
Contact center, Complaint or ticket management system to facilitate service requests and ticket prioritization to provide post sale customer service to clients

Main vendors of CRM Software:

The five main companies providing CRM software are:

1) Zoho CRM
2) Salesforce.com
3) Microsoft Dynamics
4) SAP CRM
5) Oracle CRM

CRM Installation
There are several option while choosing to install a CRM system, the main two are:

Cloud CRM
Cloud CRM or SaaS/Hosted CRM means where CRM Software and customer data resides in the cloud and is delivered to users via Internet
It does not involve buying Hardware or Software so it is less expensive and clients have to pay on Monthly subscription fees

On-Site CRM
With data security and GDPR regulation in force, more and more companies are opting for on-site CRM.
It also has the advantage of getting a custom CRM software developed with domain related data capture forms and feilds and can be setup in local host, company intranet or own web server

More and more business’s are now setting up a CRM system for their company.
A Customer relationship management system helps better understand your customers’ needs and how to meet those needs while enhancing company’s sales and improving business process management.

CRM Hosting

 
The Sales CRM software is developed on a LAMP (Linux,Apache,MySQL,PHP) framework and is installed online on a Linux server

Web host requirements are:

  • Linux Server
  • Adequate Disk Space, Bandwidth, RAM, CPU
  • PHP 7.0
  • MySQL 5.6 or higher
  • Apache Web Server
  • Cron Job Editor for receiving email alerts
  • phpMyAdmin
  • cPanel Control panel
  • htaccess support – mode rewrite enabled

If you’re not sure whether your web host meets the above requirements, contact us for assistance

Posted in CRM

FAQ’s

 

What is the relationship between Account and Customer?

In Account section, view Customer list and sales amount associated with Account

What is the relationship between Accounts and Deal?

In Account section, view Deal status associated with Account

What is the relationship between Account and Lead?

An Account can have multiple Leads
Go to: Lead – add/edit – Account drop down – select – save

View Leads
Account – Leads

What is the relationship between Account and Contact?

An Account can have multiple contacts
To add Contact, Go to: Contact – add/edit – Account drop down – select – save

View Contacts
Account – Contacts

What is an Account?

Account is a Company with which you have business relationship
All modules – Contact, Lead, Deal, Customer and Sales are connected to Account

What is the relationship between Contact and Customer?

Contact can be converted to Customer
But first convert Contact to Lead
Contact – edit – Convert to Lead
Deals – Import Lead
Then change lead status in Deals section to Customer Won
View – Customer

What is the relationship between Contact and Deal?

Contact can be added to Deal by first converting it to Lead

What is the relationship between Contact and Lead?

Contact can be converted to Lead
Contact – edit – Convert to Lead

What is the relationship between Contact and Account?

Contact can be connected to Account
Go to Contact – add/edit – Account drop down – select – save

View
Account – Contacts

What is a Contact?

Contacts are individual people with whom you have a business relationship
Contact is a centralized address book associated with an Account

What are the benefits of CRM Software?

CRM Customer Relationship Management software automates the workflow process of Lead management, Sales pipeline, Marketing and Customer acquisition giving companies the ability to track performance and increase productivity

What is CRM Software?

CRM software consolidates customer information into a single database and generates value added reports so company can more easily manage and analyze leads, customer and sales data

What is CRM?

CRM – Customer Relationship Management is a business strategy that allows you to manage all your customers, leads and sales information all in one place

What is the relationship between Customer and Deal?

Change lead status in Deals section to Customer Won
View – Customer

What is the relationship between Customer and Lead?

Lead can be converted to Customer
Go to – Deals – Import Lead
change lead status in Deals section to Customer Won
View – Customer

What is the relationship between Customer and Contact?

Contact can be converted to Customer
But first convert Contact to Lead
Contact – edit – Convert to Lead
Deals – Import Lead
Then change lead status in Deals section to Customer Won
View – Customer

What is the relationship between Customer and Account?

In Customer, view Account list and sales amount

What is a Customer?

Customer is an individual or business that purchases the product or services
List of Customers and corresponding Sales is displayed Account wise

What is the relationship between Deal and Customer?

change lead status in Deals section to Customer Won
View – Customer

What is the relationship between Deal and Lead?

Lead can be added in Deal
Deals – Import Lead
As per Lead status it will be displayed in Deals module

What is the relationship between Deal and Contact?

Contact can be added to Deal by first converting it to Lead
Contact – edit – Convert to Lead

What is the relationship between Deal and Account?

In Account, view Pipeline status of Leads/Contacts associated with Account

What is a Deal?

Track and edit status of Sales process such as – date of closing, deal size, Deal stage and closing
Change Deal stage to – Qualification, Proposal, Negotiation, Customer Won, Customer Lost

Can I view Online Demo?

Yes, we provide a Free 30 days trial

What is your refund policy?

There is no refund after the software has been installed on server or after the subscription period is over in case of cloud based option

We need changes in CRM software to suit our needs. Can you do that?

Yes, changes can be done
pl. compile and send us the changes before starting the project

If I start using On-Premise, can I switch to Cloud at a later date? Or from Cloud to On-Premise?

Yes Sure

What is the difference between Cloud and On-Premise?

Cloud based software is hosted on our server and On-premise software is installed locally, on a your company’s own server

How long does it take to set up my site?

If there are no changes in software then the installation can be completed within 1-2 days

How do I migrate my data into DigitalCRM?

You can import data from CSV’s or send us more info on the existing database format

What training does DigitalCRM offer?

We provide easy to understand training Videos

What are the technical specifications?

DigitalCRM is built on LAMP (Linux,Apache,MySQL,PHP) platform
Theme and design is based on bootstrap framework

Where is DigitalCRM software hosted?

It is hosted on your web host

What is the cost of CRM Software implementation?

There are 2 options:
50$ per month for cloud or $1000 one time cost for On-Premise option

What makes DigitalCRM.com unique?

We can provide a custom CRM software based on client specifications
Also we can install the CRM software on client web host/server

What is DigitalCRM.com?

DigitalCRM.com is an online CRM software for managing your company’s sales and marketing data in a single system

What is the relationship between Lead and Customer?

Lead can be converted to Customer
Go to – Deals – Import Lead
change lead status in Deals module to Customer Won
View – Customer

What is the relationship between Lead and Deal?

Leads can be imported in Deal
Deals – Import Lead
As per Lead status it will be displayed in Deals module

What is the relationship between Lead and Contact?

Contact can be converted to Lead
Contact – edit – Convert to Lead

What is the relationship between Lead and Account?

An Account can have multiple Leads
Lead – add/edit – Account drop down – select – save

View
Account – Leads

What is a Lead?

Lead is a person or a company that is interested in your product or service
It can be converted to a Customer in Deals module

Posted in CRM

CRM Integration

 
Customer Relationship Management (CRM) refers to strategy and technology that companies use to manage and analyze leads, sales and customer data.

Benefit of implementing CRM in a company is that it provides 360-degree view of the customer life cycle.
With a complete view of leads and customer activity across the platform, companies will gain better business insight, increase the sales productivity of team, and put business on the path to growth.

DigitalCRM.com software solution enables companies to achieve a competitive advantage in the business.

We provide complete assistance in implementing a CRM solution
Implementing CRM is an easy process and before starting there is a need to document the benefits desired, list features required and study the existing processes

The following factors need to be considered while implementing CRM:

  • Customization – Document, changes required in CRM software i.e check forms/fields depending on the industry/sector of your company
  • On site or on Cloud – Decide to host CRM in your own server or pay using subscription model
  • Web Hosting – Study web host/server requirement for installing CRM within company
  • Web to lead Form – Automatically add customer lead data directly into CRM using website contact form
  • Mail – Integrate seamlessly with existing email id for sending email/newsletter
  • CMS – Ensure your website and CRM to function together seamlessly
  • CRM Geo-location – Show location based data i.e leads, customers, contacts in Google Maps
  • API – Data via APIs can be provided to external partners or third-party developers
  • Sales/marketing automation – Map CRM integration to streamline the sales process as leads/customer data is centralized

Proper CRM integration will increase your business productivity and generate quicker ROI
DigitalCRM.com provides you the software needed to accelerate and automate your entire sales management process
We will guide you through each step to ensure that CRM Software is installed quickly and easily in your company

Pl. check the online demo of our CRM Software, and contact us.

Posted in CRM

CRM App API Documentation

 
The REST API provides an easy-to-use set of HTTP endpoints that let you access your site’s data in simple JSON format, including users, leads, taxonomies and more. Retrieving or updating data is as simple as sending a HTTP request.

The web services help you build applications and manage your CRM Account and the associated CRM data using CRM REST API.

HEAD, GET, POST, PUT, and DELETE Requests

These HTTP methods represent the action of a HTTP client might perform against a resource. For instance, GET requests are used to fetch a data, where as DELETE requests are used to delete.

HTTP Client

The phrase HTTP Client refers to the tool you use to interact with API. You might use Postman(Chrome) or REST Easy (Firefox) to test requests in your browser, or http to test requests at the commandline.

Framework: Slim – https://www.slimframework.com/

API’s List:


register

To register in to application

login

To login into application

logout

To logout from application

forgetPassword

When user forgot the password

updateUserdetails

To update user details

getUserdetails

To get user details

getCurrency

To get list of currency

getAccounttypes

To get list of account types

getLeadsourcetypes

To get list of lead source types

getLeadsstatustypes

To get list of lead status types

getIndustrytypes

To get list of industry types

getSalesfunnel

To get list of sales stage

getAccountdetails

To get account details

addAccount

To add an account

editAccount

To edit an account

getAccountlist

To get list of accounts

deleteAccount

To delete account

getAppmenu

To get app menu list

getAppsidemenu

To get side menu list

getCountrylist

To get list of countries

getStatelist

To get list of state list

addLead

To add lead

getLeadlist

To get list of leads

getLeaddetails

To get lead details

editLead

To edit lead details

deleteLead

To delete lead

API Usage:


/register:
Method: POST
Headers:
content-type: x-www-form-urlencoded
Parameters:
name
email
password
device_token
platform
Platform:
1 – Android
2 – IOS
Sample:name=sandeep&email=isandeep@gmail.com&password=123456& =1234&platform=1
/login:
Method: POST
Headers:
content-type: application/x-www-form-urlencoded
Parameters:
email
password
device_token
platform
Platform:
1 – Android
2 – IOS
Sample:email=isandeep@gmail.com&password=123456&device_token=1234&platform=1
/logout:
Method: POST
Headers:
content-type: application/x-www-form-urlencoded
authorization: 923c0469b9c23c3dff1b45cd29522293
Parameters:
uid
/forgetPassword:
Method: POST
Headers:
content-type: application/x-www-form-urlencoded
Parameters:
email
/updateUserdetails:
Method: POST
Headers:
content-type: application/x-www-form-urlencoded
authorization: 923c0469b9c23c3dff1b45cd29522293
Parameters:
uid
name
email
password
mobile
job_title
fileUpload
currency
Sample:name=sandeep&email=isandeep@gmail.com&password=123456&currency=3&mobile=8978865401&job_title=executive
/getUserdetails:
Method: POST
Headers:
content-type: application/x-www-form-urlencoded
authorization: 923c0469b9c23c3dff1b45cd29522293
Parameters:
uid
/getCurrency:
Method: POST
Headers:
content-type: application/x-www-form-urlencoded
authorization: 923c0469b9c23c3dff1b45cd29522293
Parameters:
uid
/getAccounttypes:
Method: POST
Headers:
content-type: application/x-www-form-urlencoded
authorization: 923c0469b9c23c3dff1b45cd29522293
Parameters:
uid
/getLeadsourcetypes:
Method: POST
Headers:
content-type: application/x-www-form-urlencoded
authorization: 923c0469b9c23c3dff1b45cd29522293
Parameters:
uid
/getLeadsstatustypes:
Method: POST
Headers:
content-type: application/x-www-form-urlencoded
authorization: 923c0469b9c23c3dff1b45cd29522293
Parameters:
uid
/getIndustrytypes:
Method: POST
Headers:
content-type: application/x-www-form-urlencoded
authorization: 923c0469b9c23c3dff1b45cd29522293
Parameters:
uid
/getSalesfunnel:
Method: POST
Headers:
content-type: application/x-www-form-urlencoded
authorization: 923c0469b9c23c3dff1b45cd29522293
Parameters:
uid
/getAccountdetails:
Method: POST
Headers:
content-type: application/x-www-form-urlencoded
authorization: 923c0469b9c23c3dff1b45cd29522293
Parameters:
uid
/addAccount:
Method: POST
Headers:
content-type: multipart/form-data
authorization: 923c0469b9c23c3dff1b45cd29522293
Parameters:
uid
name
email
phone
mobile
employees
Description
Industry_type
account_type
description
fileUpload
country
state
city
zip
street
Sample: name=accountone&email=account.one@gmail.com&mobile=8756491230&
phone=8523697414&employees=2&industry_type=2&account_type=3&
description=this is account one description&country=&state=&city=&zip=&street=
/editAccount:
Method: POST
Headers:
content-type: multipart/form-data
authorization: 923c0469b9c23c3dff1b45cd29522293
Parameters:
uid
acc_id
name
email
phone
mobile
employees
Description
Industry_type
account_type
description
fileUpload
country
state
city
zip
street
Sample: name=accountone&email=account.one@gmail.com&mobile=8756491230&
phone=8523697414&employees=2&industry_type=2&account_type=3&
description=this is account one description&country=&state=&city=&zip=&street=
/getAccountlist:
Method: POST
Headers:
content-type: application/x-www-form-urlencoded
authorization: 923c0469b9c23c3dff1b45cd29522293
Parameters:
uid
limit
Sample:
limit=0 – first time
limit=31 – second time
/deleteAccount:
Method: POST
Headers:
content-type: application/x-www-form-urlencoded
authorization: 923c0469b9c23c3dff1b45cd29522293
Parameters:
acc_id
uid
/getAppmenu:
Method: POST
Headers:
content-type: application/x-www-form-urlencoded
authorization: 923c0469b9c23c3dff1b45cd29522293
Parameters:
uid
/getAppsidemenu:
Method: POST
Headers:
content-type: application/x-www-form-urlencoded
authorization: 923c0469b9c23c3dff1b45cd29522293
Parameters:
uid
/getCountrylist:
Method: POST
Headers:
content-type: application/x-www-form-urlencoded
authorization: 923c0469b9c23c3dff1b45cd29522293
Parameters:
uid
/getStatelist:
Method: POST
Headers:
content-type: application/x-www-form-urlencoded
authorization: 923c0469b9c23c3dff1b45cd29522293
Parameters:
id
uid
/addLead:
Method: POST
Headers:
content-type: multipart/form-data
authorization: d4c759a0b9cd5c2ee8b52cbae48ec741
Parameters:
uid
fname
lname
email
phone
mobile
account
Industry_type
leadsource_type
leadstatus_type
notes
website
fileUpload
country
state
city
zip
street
Sample:fname=one&email=leadone@gmail.com&mobile=8541236970&lname=lead&industry_type=1&leadsource_type=1&leadstatus_type=1&website=google.com&phone=&
notes=testing lead&account=1&country=&state=&city=&street=&zip=&
/getLeadlist:
Method: POST
Headers:
content-type: application/x-www-form-urlencoded
authorization: d4c759a0b9cd5c2ee8b52cbae48ec741
Parameters:
limit
uid
Sample:
limit=0 – first time
limit=31 – second time
/getLeaddetails:
Method: POST
Headers:
content-type: application/x-www-form-urlencoded
authorization: d4c759a0b9cd5c2ee8b52cbae48ec741
Parameters:
uid
ld_id
/editLead:
Method: POST
Headers:
content-type: multiplart/form-data
authorization: d4c759a0b9cd5c2ee8b52cbae48ec741
Parameters:
uid
fname=three testing
email=leadthree@gmail.com
mobile=8541236971
lname=lead
industry_type=1
leadsource_type=1
leadstatus_type=1
website=rediff.com
phone=7854123691
notes=testing lead
account=1
country=India
state=Delhi
city=Delhi
street=
zip=
ld_id=108
/deleteLead:
Method: POST
Headers:
content-type: application/x-www-form-urlencoded
authorization: d4c759a0b9cd5c2ee8b52cbae48ec741
Parameters:
uid
ld_id
Posted in CRM

Pricing

 

$1000

with source code All inclusive

Self Hosted

Free Installation of the CRM software on your Webhost

Buy Now

$50/month

All inclusive

Cloud

Free Installation of the CRM software on our server

Buy Now

Features

  • Contact Management
  • Lead Management
  • Sales Force Automation
  • Sales Pipeline
  • CRM Dashboard
  • Reports and Analytics
  • Web to Lead Form
  • Newsletter
  • Forecast
  • Territory Management

Posted in CRM
crm-light-dashboard

Features

 

Contact Management

Contact Manager helps you to maintain your contacts, leads, accounts, customers, phone numbers, e-mails etc in a centralized place

 

CRM Dashboard

View entire sales funnel, reports, lead status, customers, sales, users, map etc on a interactive graphical dashboard on monthly/yearly basis

 

Web to Lead

Directly collect and capture the lead from your website – contact us page and add into CRM Software in leads management module

 

Contact Management

Manage your contacts, leads, accounts, customers, phone numbers, e-mails etc in a centralized place

 

Accounts Management

View and Manage your Accounts – company info, contacts, phone numbers, e-mails etc in a centralized place and view sales information

 

Leads Management

Capture leads from various sources like website, web to lead form, CSV, mobile, contacts, email and easily categorize them as per lead status

 

Deals Management

View Sales Pipeline and online status of leads in their respective stage – like Customer lost, Customer Won, Leads, Negotiation, Proposal, Prospects in a drag and drop format

 

Customers Management

View and Manage your Customers database – contacts, phone numbers, e-mails etc in a centralized place and view customers history with the company to improve business relationship

 

Sales Management

View company sales – monthly, quarterly or yearly basis, view sales target vs achievement.It helps in sales automation, sales force management and analysis

 

Forecast Management

View details of sales vs forecast, percentage quota achieved, top achievers, amount in pipeline etc. It helps the organization to achieve the sales targets efficiently

 

Territory Management

View details of sales, territory-wise as defined by sales management. It helps sales staff by defining geographical sales based on customers, forecast, achievement and territory

 

Reports and Analytics

View customers, deals, leads, sales, pipeline, forecast, sales by users, map on a – day/week/month, reports online. It helps in business process management, i.e to discover, analyze, improve and automate sales process

 

Notifications

Get alerts when web to lead form is filled, appointment, lead generated or any other activity, also receive email alerts based various CRM module activation like form submission, daily report etc

 

Google Map

Use Google Map – web mapping service, to display the location of customers, Accounts, leads etc so you can view map in CRM software and illustrate the route from your to client location

 

Calendar

Setup Appointment using Online Calendar and use it as a scheduling application that lets sales staff to keep track of events, appointments,meetings etc

 

Newsletter

Launch an email marketing campaign and send email newsletters to customers, Accounts, leads etc and track the mail response

 

Mail

Internal messaging system to send emails to customers, Accounts, leads etc via CRM Software

 

Document management

Upload, Track, manage and store documents. Product literature, presentations and other sales and marketing documents can be stored online and shared with prospects

 

Product Management

Add products and view the sales related data of the product at all stages of the sales cycle

 

Invoice Management

Create and send invoices, add product information, pricing, discount, delivery charges etc. Also save invoice as PDF file, send invoice by email to prospects and view Reports

 

User Management

Enables admin or sales manager to control user access and on-board and disable users from using the CRM Software. It can also be used as sales management module to manage sales staff

 

Admin Control Panel

Dashboard of all company related settings like add/edit/delete users, view analytics, add API settings, send newsletter, view reports, change logo, CSS and do any other administrative function

 

REST API

Easy to use REST API that allow developers to interact with site remotely by sending and receiving JSONs and can also be used to develop custom iPhone and Android Mobile application

 
 
Posted in CRM

Reports And Analytics

 

View customers, deals, leads, sales, pipeline, forecast, sales by users, map on a – day/week/month, reports online. It helps in business process management, i.e to discover, analyze, improve and automate sales process

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Posted in CRM

Sales Pipeline

 

View Sales Pipeline and online status of leads in their respective stage – like Customer lost, Customer Won, Leads, Negotiation, Proposal, Prospects in a drag and drop format

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Posted in CRM