SALES FUNNEL

A sales funnel is a visual representation of the actions required to sell your products and services. It shows you how many open sales you have, on which stage they are, which need your quick attention and if you can reach your targets.

You can manage all campaigns in a single software with our marketing tool. Sales Funnel module helps the sales team to forecast, focus, prioritize & win tremendous probable sales opportunities.


CRM DASHBOARDS

Observe your marketing, sales and customer support metrics with CRM365Cloud's Dashboards. With CRM365cloud, you can plan a task with the team and assign a task to the team member. You can add follow up details for the project. In this module, you can view the log call of the client. If group discussion is necessary for the project, you can create an event for that project and can group discussion can be done with whoever involved in that project. Using a customer management system, user can manage an organization and many branches from one place.

CRM MOBILE APP

With Android/ iOS CRM mobile app, you can work from anywhere, any time and it improves the sales productivity. It enhances productivity while on the road, with or without connectivity. CRM Mobile App helps the sales team to access the complete CRM in the mobile phone. The sales team can view the daily plan, update customer visits & update daily sales reports. The mobile CRM app has all relevant information such as leads, opportunities and customer contacts, which helps salesperson in closing the sale.

RIGHTS MANAGEMENT AND SECURITY

Rights management tool helps to give authority of data access according to level wise. It decreases security concerns and lessens risks for your business with CRM365Cloud's security features. It ensures each user gets access to relevant customer data and information according to their job roles. Like if you are a company owner then you have all rights to add, view, edit or delete any content but if you are Employee, then your rights are limited.

CAMPAIGN MANAGEMENT

Improve your selling and sales initiatives with CRM365cloud's campaign management software. Create, execute and track campaigns across various channels. Develop facebook lead campaign, google ads campaign and email marketing programs and easily capture leads from your website.

BUDGET MANAGEMENT

Budget management module offers functionality to stored your targeted budget information about the project. You can also store team information which works on the same project. In this tool, the user can store information related exhibition and event cost. User can also find profit and loss have been done in the event.

CALL CENTER CRM

If you don't know, 44% of your client will move to your competitor because of poor customer assistance. This small number is enough to convince anyone of the seriousness of having a call center CRM for business. A call center CRM helps you to make the calls, receive calls, track the number of calls being made and generate IVR responses. With call center CRM, even before you pick up the phone, you know specifically what your client wants which lets your team deliver personalized assistance. CRM, which comes with a call centre integration, would make the real sense for your business, and it's need.

Other Features

QUOTE MANAGEMENT

Create quotes fast and efficiently streamline your sales cycle and improve the deal velocity with CRM quotation software for every business.

CRM - LOYALTY CARD

Credit Management - This module allows the client to use software without paying full payment. Credit management module saves that client information with the due amount and due date. If a client does not pay the amount after the due date, it will auto-generate mail and send to a client.

CUSTOMIZATION

Every business is different, yet each can benefit from using CRM365cloud's custom CRM. Customize CRM365cloud to meet your specific business requirements.

EMAIL AND CALENDAR INTEGRATION

CRM365cloud makes it simple for you to track client emails, manage appointments and keep your schedule in sync with our seamless CRM integrated Calendar.

LEAD MANAGEMENT

Lead management module helps in quickly recognize and track the hottest leads from different campaigns.

MULTI LANGUAGE SUPPORT

CRM365cloud supports multiple languages and it has a framework of adding other languages.

SEARCH AND FILTERS

CRM365cloud makes searching information process powerful so that the user can spend most of the time acting on data and less time looking for information.

PERSONALIZED UPDATE STREAMS

Increase social collaboration among CRM with customized updates. CRM streams are available on the home page so every user can learn and act on the most relevant information. Like, birthday wishes.

SOCIAL MEDIA CRM

Integrate all social media platforms to help your organization engage with your consumers at a more personal level.

GOOGLE APPS INTEGRATION

Share data efficiently between CRM365cloud and Google application. Like, Gmail, Google Drive, Google Maps and Google calendar.

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