Lead Management
Lead Capture
- Automatically capture leads from emails, web forms, and other sources.
Lead Prioritization
- Prioritize leads based on predefined criteria and score them for better targeting.
Sales Pipeline Visualization
- Visualize the sales pipeline with stages and progress bars, allowing sales teams to manage opportunities efficiently.
Customer and Contact Management
Centralized Database
- Store all customer and prospect information in a centralized database for easy access.
Communication Tracking
- Communication is key. Incoming emails are automatically added to your pipeline, and all contact with your team and customers is made from a single place, ensuring easy access to information at all times.
Contact History
- Maintain a detailed history of interactions, including emails, calls, meetings, and notes.
Segmentation
- Segment contacts based on various criteria such as demographics, behavior, and purchase history for targeted marketing.
Sales Automation
Workflow Automation
- Automate repetitive tasks such as follow-up emails, task assignments, and lead routing.
Email Integration
- Integrate with email clients to send and receive emails directly within the CRM.
Activity Tracking
- Track all sales activities and measure performance against set targets.
Marketing Campaign Management
Campaign Creation
- Create, launch, and track marketing campaigns across multiple channels.
Email Marketing
- Design and send personalized email campaigns with templates and scheduling.
SMS Marketing
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Design and send personalized campaigns with SMS for local customers.
Lead Nurturing
- Implement lead nurturing workflows to move prospects through the sales funnel.
Advanced Reporting and Analytics
Custom Reporting
- Generate custom reports on sales performance, customer behavior, and marketing effectiveness.
Dashboards
- Create interactive dashboards to visualize key metrics and KPIs in real time.
Forecasting
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Use predictive analytics to forecast sales trends and set realistic targets.
