Contact Manager helps you to maintain your contacts, leads, accounts, customers, phone numbers, e-mails etc in a centralized place
View entire sales funnel, reports, lead status, customers, sales, users, map etc on a interactive graphical dashboard on monthly/yearly basis
Directly collect and capture the lead from your website – contact us page and add into CRM Software in leads management module
Manage your contacts, leads, accounts, customers, phone numbers, e-mails etc in a centralized place
View and Manage your Accounts – company info, contacts, phone numbers, e-mails etc in a centralized place and view sales information
Capture leads from various sources like website, web to lead form, CSV, mobile, contacts, email and easily categorize them as per lead status
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
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
View company sales – monthly, quarterly or yearly basis, view sales target vs achievement.It helps in sales automation, sales force management and analysis
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
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
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
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
Launch an email marketing campaign and send email newsletters to customers, Accounts, leads etc and track the mail response
Internal messaging system to send emails to customers, Accounts, leads etc via CRM Software
Upload, Track, manage and store documents. Product literature, presentations and other sales and marketing documents can be stored online and shared with prospects
Add products and view the sales related data of the product at all stages of the sales cycle
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
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
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
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
Setup Appointment using Online Calendar and use it as a scheduling application that lets sales staff to keep track of events, appointments,meetings etc
A File Manager provides a user interface to manage files
Admin can upload files such as product literature, brochure, documents,PDF etc
These files can be viewed by users and used for sales and marketing purpose
DigitalCRM.com provides complete integration with Facebook Ads
It is easy to setup and automates the lead generation process
Rather than downloading the CSV manually,leads from Facebook are automatically added in CRM Software
Customer Service tool that keep track of all the issues and complaints and manages customer support requests from various sources in one location
Tags: CRM Features
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