Discover Powerful CRM Features to Drive Your Business Forward
Explore our comprehensive suite of CRM features designed to streamline your sales processes, enhance customer relationships, and boost your business growth. From lead management to advanced reporting, our CRM tools provide everything you need to manage and grow your business efficiently. Dive into each feature to see how it can empower your team and optimize your operations.
Manage Your Leads Efficiently
Organize and maintain detailed records of your leads with an intuitive system that helps track interactions and follow-ups.
Track and Manage Deals
Monitor the progress of deals through various stages, ensuring you stay on top of opportunities and close more sales.
Optimize Sales Pipelines
Visualize and manage your sales pipelines to streamline deal flow and enhance sales team efficiency.
Automate Sales Processes
Set up automated workflows to streamline deals, improve efficiency, and ensure consistent follow-ups.
Create Accurate Estimates
Generate precise estimates for your clients, ensuring clarity and professionalism in your proposals.
Craft Professional Proposals
Develop and send tailored proposals that effectively communicate your offerings and win over potential clients.
Manage Your Product Inventory
Organize and manage product details, ensuring your sales team has accurate information to support their efforts.
Secure Online Acceptance
Facilitate online acceptance of proposals and agreements through secure, signed URLs to streamline contract finalization.
Simplify Invoice Creation
Convert quotations and proposals into invoices with a single click, reducing manual data entry and errors.
Centralize Client Information
Maintain a centralized database of client information to enhance relationship management and service delivery.
Empower Clients with Self-Service
Provide clients with a dedicated portal for managing their interactions, accessing documents, and tracking project progress.
Streamline Payment Processing
Manage and process client payments efficiently, ensuring accurate tracking and reconciliation of financial transactions.
Generate Comprehensive Reports
Create detailed reports to gain insights into sales performance, client interactions, and financial metrics.
Enhance Account Security
Implement two-factor authentication (2FA) to provide an additional layer of security for user accounts and sensitive data.
Classify Lead Sources
Categorize and analyze the sources of your leads to optimize your marketing strategies and improve lead generation.
Organize Deals by Categories
Classify and manage deals based on categories to streamline sales processes and focus on high-priority opportunities.
Distribute Leads Fairly
Automatically assign leads and deals to team members in a round-robin fashion, ensuring equal distribution and balanced workload.
Keep Deal Files Organized
Maintain and organize all files related to each deal in one place, ensuring easy access and secure storage.
Handle Multiple Currencies
Support transactions and financial reporting in multiple currencies, accommodating international business needs.
Insightful Advanced Reports
Generate detailed reports based on pipelines, funnels, and other key metrics to gain deeper insights into your sales processes and performance.
Seamless Slack Notifications
Receive real-time notifications in Slack for CRM activities and updates, keeping your team informed and engaged with instant communication.
Comprehensive API Access
Utilize robust API access to integrate CRM data with other systems, enabling seamless data flow and custom application development.
Flexible Webhooks Integration
Set up and manage webhooks to receive real-time updates and integrate CRM data with external applications efficiently.
Effortless Lead to Client Conversion
Convert lead contacts to clients with a single click, streamlining the transition and ensuring a seamless onboarding process.
Powerful Data-Driven Dashboard
Access a dynamic dashboard that provides actionable insights and visualizations, empowering you to make informed business decisions based on real-time data.