CRM
Follow every lead and inquiry through clear stages, give sales teams their targets, and email customers from built-in mail. Field visits and new leads come straight in from the mobile app.
- [N]screens in this module
- [N]ready reports
- EN / ARfull Arabic, right-to-left
- Web + appAndroid & iOS included
What you can do
Lead stages
Lead stages, statuses and level of interest show where every lead stands.
Opportunities
Opportunities and a leads-to-sale list that shows which leads turned into sales.
Account managers
Assign account managers and sales-team customers.
Inquiries
Inquiry sources, stages, stage types, statuses and categories.
Sales teams and targets
Sales teams, team allocations and team targets.
Built-in email
Email templates, user emails and "send as", all with built-in mail.
CRM dashboards
CRM and inquiry dashboards, plus lead, visit and CRM reports.
Leads and visits from the field
Field visits and new leads come in from the mobile app.
Know where every lead stands and who owns it.
- Lead stages, statuses and level of interest
- Account managers and sales-team customers
- Opportunities and the leads-to-sale list
Route every inquiry to a team with a target.
- Inquiry sources, stages, stage types and statuses
- Inquiry categories
- Sales teams, team allocations and team targets
- Inquiry dashboard
Email customers without leaving the ERP.
- Email info and email templates
- User emails and "send as" (user sudos)
- Built-in mail
Leads and customer visits from the field
- Capture new leads in the field and send them to CRM
- Visit requests and visit plan, with check-in at the customer
- Meeting minutes, visit status and filters
Reports & dashboards
Works with the rest of your ERP
No exports, no double entry.
Industries that use this module
Questions
Can field staff add leads from their phones?
Yes. New leads captured in the field and customer visits come into CRM from the mobile app.
Can we send email from the CRM?
Yes. CRM has email templates, user emails and "send as", with built-in mail.
Can we set targets for sales teams?
Yes. You define sales teams, allocate them and set team targets.