Activity - Based Sales: We’ve built our activity-based selling methodology right into the software. You’ll always know which actions need your attention next, as you focus on the aspects of selling that are under your control.
Simple To Use:We focus on intuitive interfaces, clean layouts and a simple user experience, which is why many Client claim to actively enjoy using CRM365cloud.
Easy To Customise: There is no standard procedure for doing any business. All businesses are different and working procedure of every business is different, which is why we give complete freedom to customize pipe drive to our clients. Make our software serve your needs exactly, with an ever-growing list of integration to explore.
AMC: We provide an annual maintenance contract (AMC). After handover project to the client, we sign a yearly contract. If the client gets an issue in the software at that time, we provide a solution free of charge.
Once a customer brought your product, each time he/she contact you for the support you need to log a complaint with ticket number to track the ticket until it`s resolved up-to customer’s satisfaction.
The budget tool gives you the functionality to save your targeted budget information about the project. You can also save information about a team which is work on that project.
Manage all of your online campaigns in one central location with our marketing automation tool. Our Sales Funnel module helps the sales team to forecast, focus, prioritize & win...
CRM365cloud makes searching the information you want simple so that you can spend most of your time acting on data and less time looking for information.
Credit Management - It allows the client to use your application without pay full payment of application. In this module, crm365cloud save the client information..
Improve your marketing and sales initiatives with CRM365cloud’s campaign management software. Create, execute and track campaigns across multiple channels.
CRM365cloud provide software that automates order processing to order tracking, managing information, contact management, inventory management (monitoring and control)..
Sales start with leads acquisition, nurturing and tracking. Sales leads are essential to convert them into revenue generating opportunities. After lead convert into opportunity..
pportunity management software gives an insight of leads in sales. Simple leads are just basic information, and that's insignificant unless it is filtered as per your needs.
If a salesperson has some query or having a problem in understanding client's requirement, that's when a salesperson uses task management module and assign a task to the concerned person..
Campaign Management enables the planning and tracking of marketing activities. The collected leads can be stored into CRM that provides an accurate measurement..
In CRM365cloud, you can make invoices with a professional look, which can be shared via email and downloaded in PDF. Managing invoices is the most tedious part of any business.
It is the most obvious reason for adopting CRM strategies. The best CRM software allows you to follow quality leads and reduce time wastage following prospects. Sales cycles are reduced, and win rates improved. Moreover, you can check customer buying histories to identify potential leads, upsell opportunities or repeat customers.
CRM is the shared workspace for you and your coworkers. In CRM, you have the data collection which you were already doing like call details, a reminder for follow up, changing the status of the lead and make it available for your co-worker.
Collaboration in Team = More Effective and Happier work day
Weekly conferences to discuss sales plans scheduled with a CRM can turn cooperation into true teamwork.
The more you know, and remember, about consumers the more your clients know you care about them. This empowers you to build a much powerful connection and a deeper connection with your clients.
Controlling access to your essential customer and business information by securely storing data in the cloud. With advanced protection and automatic back-up, this data is protected from an unexpected crash and hacks.
This module indicates that everyone on the sales team can easily see and interpret the data, right on mobile devices, to make better, more informed decisions.
We are using cloud storage to store your valuable data, and it has inbuilt auto backup functionality.
Rating functionality included so that anyone knows about how important lead is.
Review pertinent facts about the pending deal right on the mobile app.
Mainly used for store billing information company or person wise.
Quick-Views, an informative toolbar showing you the essential information regarding a contact.
Assign work orders to persons and review them using the mobile app.
View complain about status or progress and how much complaint occurs.