CRM & Sales Management
Manage your customer relations and sales operations all within a centralized solution.
- Log and track customer interactions with your brand.
- Automate activities for prospects to schedule follow-ups.
- Advanced search and filter features to view leads.
- Centralized view of each contact to view associated deals.
- Log sales transactions easily from one interface.
- Integrate inventory with sales to deduct item count.
- Integrate project management with service sales.
- Automatically generate sales orders based on templates.
Real-time Analytics & Dashboard
- Display sales activities & deal status.
- Find insights about engagement patterns.
- Show team targets and deal conversion ratio.
- Automate invoice generation.
- Track payment status and enable partial payments.
- Automatically close invoice once payment is complete.