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CRM Features
Automate the entire workflow process of Lead Generation, Sales Management, Marketing, Forecasting, Analytics and increase productivity
Contact Manager allows you to keep track of all of your contacts, prospects, accounts, customers, phone numbers, and e-mail addresses in one location
View entire sales funnel, reports, lead status, customers, sales, users, products, etc on an interactive graphical dashboard on a monthly/yearly basis
Collect and capture leads directly from your website’s contact us page and enter them into your CRM software’s leads management
Manage your contacts, leads, accounts, customers, companies, phone numbers, e-mails, etc in a centralized place
View and manage your accounts in one location, including company information, contacts, phone numbers, e-mail addresses and check sales data
Capture leads from various sources like website, web to lead form, CSV, mobile, contacts, email and easily categorize them as per lead status
In a Kanban – view the Sales Pipeline such as Customer lost, Customer won, Leads, Negotiation, Proposal, and Prospects in separate stages
View and manage your client database – contacts, phone numbers, e-mail addresses, sales, and more in one location and view interaction details
View total sales and customers on a monthly, quarterly, or annual basis, and compare sales targets to actual results
View details of sales vs. projection, quota percentage achieved, top achievers, and amount in the pipeline and meet sales target in a more effective manner
View sales information by territory as specified by sales management. It assists salespeople by defining regional sales based on clients, forecasts, and territories
View products, customers, deals, leads, sales, pipeline, forecast, sales by users on a – day/week/month, reports online in a graphical format
Get alerts when web to lead form is filled, appointment, lead generated also receive email alerts based various CRM module activities like form submission, daily report, etc
Integration with Facebook Ads – that automates the lead generation process by adding leads from Facebook automatically in the CRM Software
Website builder module developed using Next.js that displays complete website with all details of company and products with contact form option
Documents can be uploaded and stored online like Product literature, presentations and can be shared online with potential customers
Add products and view the sales-related data of the product at all stages of the sales cycle. Also, there is an option to show the product online and get leads
Create an email invoice that includes product details, pricing, discount, shipping fees and save it as a PDF file
Allows the administrator or sales manager to monitor user access and onboarding, as well as enable/disable users from using the CRM Software
Add/edit/delete users, view analytics, add API settings, send emails, view reports, change the logo, CSS, and do any other admin related activity
API that allows developers to interact with site remotely by sending and receiving data and can also be used to develop custom mobile applications
Create an appointment with the Online Calendar and use it as a scheduling tool for salespeople to keep track of events, appointments, and meetings
Admin has the ability to upload things such as product literature, brochures, documents, PDFs, etc and can use these files for sales and marketing purposes
Customer service manages customer support requests from numerous sources in one place and keeps track of all issues and complaints
Why choose DigitalCRM.com?
DigitalCRM.com is an Open Source, customizable, easy To set up CRM Software. It is affordable for any business and will help to increase sales and customer retention.
Install CRM Software in your own web server, local host or On-Premise.
Laravel is the most popular Open Source MVC web application framework.
Have unlimited number of users and records with admin role management.
It is the most widely used fully customisable Open Source CRM software.
Flexibility to customise CRM according to your own need and business.
CRM Software at substantially lower cost with no hidden or monthly charges.
Benefits of CRM
Customer Relationship Management (CRM) refers to the strategies that companies use to manage and analyze customer interactions and data throughout the customer lifecycle, with the goal of improving business with customers.
Looking for a CRM Software
Contact our Sales Team
You can also email us directly at info@digitalcrm.com
Or Give us a call – +91 9810336906
