FAQ’s

In Account section, view Deal status associated with Account

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

View Leads
Account – Leads

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

View Contacts
Account – Contacts

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

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

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

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

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

View
Account – Contacts

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

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

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

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

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

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

In Customer, view Account list and sales amount

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

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

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

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

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

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

Yes, we provide a Free 30 days trial

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

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

Yes Sure

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

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

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

We provide easy to understand training Videos

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

It is hosted on your web host

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

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

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

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

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

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

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

View
Account – Leads

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