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Features
There are 83+ Features
There are Many Advanced Features
To Grow Your Business.
CRM Pre Sales Software
- One Time Licensing
- White Labelled Web Application
- White Labelled Android Mobile APP
- Unlimited Users
- Unlimited Customers
- Unlimited Projects
- Lead Management
- Communications
- Attendance
- Customer Integrations
- Create Lead
- Multi Projects/ Products / Service Selection
- View Lead
- Edit Lead
- Disable Lead
- Updates Provision
- Activity Updates
- Call History
- Mail History
- SMS History
- Overall Activities
- Today Activities
- Pending Activities
- Future Activities
- Overall Customers
- Project/Product/ Service wise Customers
- Email Integration
- SMS Templates
- Email Templates
- Sales Report
- Add Activity Types
- Add Sources
- Group SMS
- Group Emails
- Edit Profile
- Change Password
- Call Logging
- CRM Analytics
- API Integration - Optional
- Data Import & Export
- Hirarchy Based Access
- Search Based on Name, Mobile, Email, Company
- Notice Board to communicate with the team
- Individual Performace Summary
- Lead Stock Summary
- Not Interested Summary Capturing
- Sale Value Capturing
- Multi User Notes Provision
- Activity and Communication History
- Project Performance Summary
- Source Performance Summary
- Employee Performance Summary
- Adding Paid Amount Provision
- Daily Expense Tracker
- Paid History tracking for Various Masters
CRM Post Sales
- One Time Licensing
- White Labelled Web Application
- Unlimited Users
- Unlimited Customers
- Unlimited Projects
- Daily Expense Tracking
- Add New Sale
- Auto Sales Calculations
- Auto Milestone Schedules
- Seller Details Capturing
- Agent Commissions
- Employee Incentives
- Add Receipt Provision
- Delete Receipt Provision
- Reactivate Payment
- Edit Customer Details
- Edit Commission
- Edit Milestone Payments
- Cancel Sales
- Cancellation Charges Capturing
- Refund Tracking
- Add Agent
- Create Designations
- Create Agents & Codes
- Commission Eligibility Calculation
- Pay Commission Provision
- Cancelled Sales Commision Capture
- Cancel Paied Commission Provision
- Commission Deleted History
- Team Hirarchy & Performance
- Upload Project Schedule for Payment