Feature

CRM Hub

Centralise Customer Interactions with a Unified Platform
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Inbuilt CRM

Optimise customer relationships and lead handling workflows to heighten customer engagement.

Adaptable Lead Stages

Configurable lead pipeline stages to meet dynamic business needs, adding agility to sales and CRM maintenance.

Contact Management

Keep track of all customer interactions, ensuring detailed profiles are maintained for personalised communication and service.

Related Leads

Identify leads connected to the same contact, providing key insights into past interactions, preferences, and transaction histories.

SLA Tracking

Integrated Service Level Agreement (SLA) tracking, ensuring that every stage of your sales funnel meets set standards.

Configurable Lead Information

Tailor your CRM to fit your unique informational needs with custom fields, allowing you to capture and store specialised data points about your leads.

Effective Team Management

Facilitate effective team management with refined roles, permissions, and viewable data scopes, promoting transparent collaboration.

Intelligent Lead Distribution

Leverage a rules-based engine to distribute leads efficiently across your team.

Manage Duplicates

Easily review and consolidate duplicate contact and organisation entries to maintain a clean and organised database.

Task & Deal Tracking

Manage tasks associated with leads and deals, tracking progress and ensuring timely actions to move prospects through the sales funnel.

Activity Alerts & Reminders

Stay on top of all CRM-related activities with automated alerts and reminders for follow-ups, meetings, and other customer-related activities.

Segmentation & Targeted Strategies

Segment leads and customers based on various criteria, deploying targeted marketing and sales strategies.

Web to Lead Automation

Instantly convert web activity to leads, capturing pivotal opportunities automatically.

Email to Lead Conversion

Link emails directly to lead records, streamlining emails to leads to management.

Lead Journey Analytics

Track lead progress and gain instant insights to refine sales strategies and CRM dynamics.

Sales Pipeline Visualisation

Gain insights into each stage of the sales process with clear pipeline visualisation.

Dashboard for Instant Analytics

Leverage a dynamic, real-time dashboard for data-centric strategic planning.

Performance Reporting

Generate reports on CRM activities and performance for informed business decisions.

Lead Snapshot

Gain an instant overview of leads snapshots that provide key information at a glance to drive your sales strategy.

Sales Overview & Tracking

Get a quick summary of sales figures in your preferred currency, simplifying financial assessments and forecasting.

Lead Analytics

Lead analytics, uncovering trends, behaviors, and conversion rates that inform and optimise your lead generation and nurturing strategies.

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