lead management

manage leads generated from various sources such as newspaper ads, website, emails etc.

assign leads / re-assign leads

assign leads to Sales Executive. You can also re-assign or transfer leads to other executive.

follow-up

maintain every interaction done with the customers, get history of follow-ups in a single glance.

closure

track the status of lead i.e won, lost or cancelled.

smart reports

smart reporting utility that lets you group, aggregate and filter data.

export to excel

export data to excel for further visualization and analysis.

re-open leads

re-open leads that are already closed.

follow-up reminder

get timely reminder for important follow-ups.

team management

manage team, branches and dealer network.

quotation

generate and manage multiple quotations for leads.

dashboard

at-a-glance view of overall sales performance

mis reports

graphical view of data for quick analysis and decision making.

sms

sms to customer & users.

email

email to customer & users.

document management system

attach documents exchanged with the clients for easy access.

excel upload

upload existing leads from excel to quickly start using the system.

sales report

get summary of sales revenue & activities in a single glance.

data backup

safeguard your data with easy backup utility.

& more...