The real customer centric CRM & Track leads, close opportunities and get accurate forecasts. Get accurate forecasts like Use actionable data to make better decisions, Get the insights you need to make smarter decisions, Design custom dashboards to get a picture of your business at a glance, Dig deeper with real-time reports and flow charts that anyone can create and share.
Automate and Improve Your Recruitment Efficiency
Lead & Pipeline
Business Requirement & Task
Sales Team Management
Phone-Calls & Claims
𝐋𝐞𝐚𝐝 & 𝐩𝐢𝐩𝐞𝐥𝐢𝐧𝐞
If you are a sales manager or a director of sales. You can do your pipeline review with this view.
𝐌𝐞𝐞𝐭𝐢𝐧𝐠𝐬 𝐟𝐫𝐨𝐦 𝐥𝐞𝐚𝐝𝐬 & 𝐩𝐢𝐩𝐞𝐥𝐢𝐧𝐞
From here we can schedule a meeting
At the end of the meeting we can send the MOM through mail directly without any problem.
𝐁𝐮𝐬𝐢𝐧𝐞𝐬𝐬 𝐑𝐞𝐪𝐮𝐢𝐫𝐞𝐦𝐞𝐧𝐭 & 𝐓𝐚𝐬𝐤
Wizard to enter extra details for project task:
When you click on create task button, wizard will be open where you have to enter details of project of that task, deadline of the task and assigned person details.
On lead form you can see Number of Task created from that lead
From the lead we can see the detailed information of the task.