Products
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E2E Sales
ICRM offers, CRM for leads to opportunities to quotes to invoices. It provides a digital contract management with recurring payments and subscriptions.
iCRM is the valued client oriented software for your boost for sales . From leads to pipeline of forecasts, and successfully winning the opportunities.
Start Selling:
Modern UI
Task Manager and activities organizer for sales workforce.
Auto Leads generation from various channels like email, social media, web forms, campaigns etc.
Next Steps:
Nurture Leads and qualifying process
Leads Scoring:
Persisting Leads into Database
Lead Enrichment, supplements more information for business and contacts.
Suite offers, CRM for leads to opportunities to quotes to invoices. It provides a digital contract management with recurring payments and subscriptions.
ICRM is the valued client oriented software for your boost for sales . From leads to pipeline of forecasts, and successfully winning the opportunities.
Start Selling:
Modern UI
Task Manager and activities organizer for sales workforce.
Auto Leads generation from various channels like email, social media, web forms, campaigns etc.
Next Steps:
Nurture Leads and qualifying process
Leads Scoring:
Persisting Leads into Database
Lead Enrichment, supplements more information for business and contacts.
Opportunities
Business Activities and tasks:
Manage activities and calls efficiently by prioritizing and scheduling them for each opportunity. Log and analyze interactions promptly within the opportunity’s chat. Additionally, track and document your team’s activities to maintain a streamlined workflow.
Forecast Management:
Gain a clear view of your opportunity pipeline and accelerate your workflow with a drag-and-drop interface. Customize stages for each sales team and analyze lost opportunities to enhance future sales prospects.
Activities Management:
Lineup meetings with relevant contacts through various email managers like Google Calendars etc.
Organize next moves:
Conduct your next actions and organize your daily tasks by prioritizing the most important opportunities.
End to End Awareness:
Access all relevant information within the opportunity, including website visits, emails, meetings, next actions, and previous orders.
Calls Management:
Refer calls in the chatter or use VoIP calls in just a few clicks.
Accounts of Customers
Address Details:
One and final address record shared amongst your sales reps.
Individual Preferences:
Ability to preserve preferences easily: language, delivery methods, financial info, etc.
Sub Accounts:
Have multiple addresses and contacts for a single organization/account.
Previous details:
Previous Transactions attached to any customer: opportunities, orders, invoices etc.
Accounts of Customers
Address Details:
One and final address record shared amongst your sales reps.
Individual Preferences:
Ability to preserve preferences easily: language, delivery methods, financial info, etc.
Sub Accounts:
Have multiple addresses and contacts for a single organization/account.
Previous details:
Previous Transactions attached to any customer: opportunities, orders, invoices etc.
Business Communication
Email Templates:
Reuse Templates for mass and repetitive communications.
Email Routing and Assignment:
All email communications mapped to the correct opportunity. Create new leads based on incoming emails.
Computer Telephony:
A dial pipeline on customers or opportunities, call from the computer using VoIP automatically or manually. Console provides view of all logged calls, details of account or customer.
Account Teams:
Many Sales Reps can form a team and a Sales Rep can be in many teams.
Reporting
Dashboard:
Providing multiple views to decision makers for performance across factors.
Leads and Opportunities Snapshot:
Analyse pipeline with customized filters, grouping, and slicing and dicing of data.
Reporting
Dashboard:
Providing multiple views to decision makers for performance across factors.
Leads and Opportunities Snapshot:
Analyse pipeline with customized filters, grouping, and slicing and dicing of data.
Integrations
The product is fully able to be integrated with external systems using OAuth 2.0 Protocol in a fully secured and reliable movement of data.
Ability to connect to quotes module:
Create quotes from opportunities just a few clicks. Get a complete overview of the customer Journey.
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Product Stock Register:
Access product availabilities information for quote. Initiate orders and check delivery status from the order.
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Email Marketing:
Boost leads acquisition and nurturing.
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