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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.

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๐‡๐ข๐ ๐ก๐ฅ๐ข๐ ๐ก๐ญ๐ข๐ง๐  ๐…๐ž๐š๐ญ๐ฎ๐ซ๐ž๐ฌ







 Seedor Affinity

One stop shop for the entire business automation need


Automate and Improve the Customer Relationship

๐‹๐ž๐š๐ & ๐ฉ๐ข๐ฉ๐ž๐ฅ๐ข๐ง๐ž

Leads

Centralize and analyze your leads, collaborate with the Sales Team, Analyze and prioritize the highly potential leads.

Lead Management is a key to your business.Generate Leads & convert those leads to opportunities in just a click.A Dashboard to give you 360-degree visibility on your leads. Manage your contacts and customer relations efficiently. Timely follow-ups to ensure that leads are on track. Leads can be generated from various sources such as Phone calls, Messages, blog posts, contact forms, emails, link tracking, campaigns, Live Chats, Events, and many more aspects. Convert your confirmed leads to opportunities.






Pipelines
               

To maintain successful sales operations, opportunity management must be properly implemented. Seedor helps you track all your opportunities and optimize your pipeline. Add custom stages which allows you to better understand your potential customers and prioritize your interactions with them based on their business potential. Assign activities to your confirmed leads and distinguish themselves in various colors.



If you are a sales manager or a director of sales. You can do your pipeline review with this view.

Meetings from leads & pipeline
 
Reaching your revenue targets requires having effective sales meetings.

Keep your sales team's attention consistently on the markets and customers that have the best chances for success. Schedule instant and recurring meetings wisely, Add your Minutes of Meeting and send them by mail to the respective members. Assign tasks to the users for the specific project.

Key Features:

โฆ   Pr int your MOMโ€™s in PDF format.
โฆ  Send the MOM by mail.
โฆ  Rack the task status in the meetings screen.
โฆ  Synchronize your Google Calendar with Seedor.







๐๐ฎ๐ฌ๐ข๐ง๐ž๐ฌ๐ฌ ๐‘๐ž๐ช๐ฎ๐ข๐ซ๐ž๐ฆ๐ž๐ง๐ญ & ๐“๐š๐ฌ๐ค


Business Requirement
 
The business or team can choose the best plan of action for creating the solution after approving the Business Requirement along with the expected project results.

Seedor Business Requirements  contains different parts to explain the stakeholder need and how to meet his/her requirements. Manage the Customer story, scenario, gap, test case, deliverables and resources.



Requirement Deliverable
 
Products and services that will be supplied to the consumer are listed under Deliverable Lines (DL). Both physical and service products that are focused on the needs of the customer.



 

Contact
 
Seedor has the dynamic contact management module to record all contact details of the employees and customers of an organization. Effectively manage the contact information without any difficulties and confusion.


It acts as a dedicated digital address book where you can configure the basic contact details of your employees, customers, suppliers, and partners of your business where you can easily retrieve the contact information at any time on this platform.


The Kanban view of the contacts will show basic contact information and image of the respective contacts. Browse contacts by company Hierarchy Tree. View the campaigns that were sent using MailChimp.



The default, as well as customizable Filters and Group By options, can be used to sort the available data of contacts. Favorites option to add selected contacts to your favorite list.

๐€๐œ๐ญ๐ข๐ฏ๐ข๐ญ๐ฒ ๐Œ๐š๐ง๐š๐ ๐ž๐ฆ๐ž๐ง๐ญ


Seedor Activity

Seedor Activity helps to plan activities to activity managers, supervisors, employees, or users.  All activities displays the activities listed in a single place. Schedule activity is globally available for all users/employees.

Main Features:

โฆ   Various level of access rights  according to hierarchy level.
โฆ  Various Views : List, Calendar, Kanban (Late/Today/Future),Pivot, View. 
โฆ   View and manage all scheduled activities and mark them done.  
โฆ   Add your feedbacks to the assigned activity.
 

Prioritize your day to day work and then track them through views like list, kanban, calendar, pivot, graph and dashboards. Activity management provides an efficient way to manage and assign activities across the team to ensure harmony.



 

Features:

โฆ   Set up priority for activities

โฆ   Set tags on an activities

โฆ   Ideal for managing more activities.

โฆ   Tons of filters and group by in search view for managing and filtering                                           activities to help quickly find the right activity to work on.

โฆ   Simplified process to edit an existing activity, or complete an activity                                            without  having to navigate the document

โฆ   Easily get a clear understanding of daily to-dos.

Calender

Visualizing your schedule will help you remember crucial dates and appointments as well as maintain track of forthcoming meetings.

Key Features:

โฆ  Print your MOMโ€™s in PDF format.
โฆ  Send the MOM by mail.
โฆ  Track the task status in the meetings screen.
โฆ  Synchronize your Google Calendar with Seedor.
โฆ  Manage Everyoneโ€™s Calendar.





 




Integrated What's app

Send messages  to business associates and clients. Also send quotes and invoices to them. Direct and custom whatsapp messages can be sent.


 


                                                     


Email Marketing

Email marketing offers advantages that other types of marketing don't, and its advantages are innumerable. Manage, keep track and send the emails to your clients .

By configuring the Mail Chimp Account, send bulk mails to your customers. Schedule timer to send mails .Set different campaign and mail templates for better tracking .



 


SMS Marketing


Businesses have the advantage of reaching a wider target since they may take the chance to connect with customers right at their fingertips. Manage, keep track and send bulk SMS to different campaigns .

๐’๐š๐ฅ๐ž๐ฌ ๐“๐ž๐š๐ฆ ๐Œ๐š๐ง๐š๐ ๐ž๐ฆ๐ž๐ง๐ญ

Sales Contract

In order to maximize productivity, hasten contract closure, optimize your sales Sales contract and Subscription Management process.

Access your Private contract dashboard with the overview data. Set the recurring period when creating the product as a contract, warranty, or subscription with the variety of product categories and enabling options.

Choose on a sales order and have a contract or subscription line automatically set.Automatically generate customer bills or invoices using the cron job.



Sales Commision Workflow

Configure commission while creating sales order, commission will be given based on sales person. While payment is done by customer commission will be calculated based on sales person. You are allowed to give commission based on Partner, Margin, Product and product category.

๐๐ก๐จ๐ง๐ž-๐œ๐š๐ฅ๐ฅ๐ฌ & ๐‚๐ฅ๐š๐ข๐ฆ๐ฌ

Manage phone calls

  • Track the time and days your partners expect phone calls
  • This allow you to manage phone calls in order to analyze them
  • We can plan a phone calls schedule for your partners, assuming you have specified the ideal time to call them.
 


Planner
 
Planner helps businesses manage their call activities effectively. Schedule and track calls with customers, prospects, or other contacts to improve communication and sales efforts. Set Call Reminders and notify your team for the upcoming calls. Track Call Activities You can also specify notes, feedback, or follow-up actions.

Logged and Scheduled Calls helps you keep a record of call activities that are scheduled, track call history, and maintain a history of interactions with contact.

Streamline the call activities, manage their interactions with contacts, and optimize their sales efforts so the businesses can improve their communication, enhance customer relationships, and boost sales performance.
 
 


Claims
 

Manage the complaints type, set appropriate deadlines and add the priority. Keep track of the followup actions against the complaints and get notified when the work gets done.

 
 


๐‘๐ž๐ฉ๐จ๐ซ๐ญ๐ข๐ง๐ 


Pipeline Analysis

The analysis of all pipeline activities can be observed using the Pipeline Analysis.








 



Leads Reporting

The reports of all leads generated through various platforms can be examined using the Leads reporting platform.
 

 


  Activities & Analytics 


The Activities option in the Reporting menu will help you to get the reports of all scheduled and completed activities.

Seedor CRM's advanced analytics help you monitor every aspect of your sales cycle. Create customized dashboards with analytical widgets for sales, such as charts, target meters, KPIs, and funnels. Set  sales targets based on specific dates which helps to generate sales targets for monthly, quarterly or for specific date periods.