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