📍 CRM (mgmt)

Leads Management: Effortlessly oversee generated leads through both Kanban and List views. Establish pipelines and assign stages to diverse leads.

Enhance lead management by incorporating Users, Items, Files, Notes, Sources, Call Details, Emails, and Discussions.
All essential lead information is presented in a well-organized layout for easy reference.

Deal Management: Similar to Leads Management, view deals using Kanban or List views. Gain insights into deals spanning a week, a month, and the past 30 days.

Seamlessly allocate Tasks, Products, Files, and Users for each deal. Manage discussions and notes with ease.
Experience a Kanban view for comprehensive deal insight. In essence, dealing with deals has never been more streamlined.

Reports: Access comprehensive reports that delve into lead and deal conversion for specific weeks. These reports shed light on conversion sources and are complemented by monthly graphs that visually represent overarching trends and patterns.

Form Builder: The Form Builder in CRM is a helpful tool that allows you to create customized forms for collecting important information from your customers or leads.

Voila! It’s like creating a digital questionnaire or survey that you can use to gather specific details from people.

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Last updated 1 month ago

Leads Management: Effortlessly oversee generated leads through both Kanban and List views. Establish pipelines and assign stages to diverse leads.

Enhance lead management by incorporating Users, Items, Files, Notes, Sources, Call Details, Emails, and Discussions.
All essential lead information is presented in a well-organized layout for easy reference.

Deal Management: Similar to Leads Management, view deals using Kanban or List views. Gain insights into deals spanning a week, a month, and the past 30 days.

Seamlessly allocate Tasks, Products, Files, and Users for each deal. Manage discussions and notes with ease.
Experience a Kanban view for comprehensive deal insight. In essence, dealing with deals has never been more streamlined.

Form Builder: The Form Builder in CRM is a helpful tool that allows you to create customized forms for collecting important information from your customers or leads.

Voila! It’s like creating a digital questionnaire or survey that you can use to gather specific details from people.