Sales

Lead Management Quotation Order Management Invoice Report Partner Management User Management Customer Management Elvis Chatbot

Seize every lead, wherever you are

Enjoy the same great experience on mobile with our optimized interface and performance.

Convert faster, manage smarter, and elevate your sales game, from a single app.

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...

REPORT

Gain Detailed Visibility into Sales Performance:

  • Prospect and Product-Wise Reports:
    Explore your sales data in depth with detailed reports on prospects and products.
  • Identify top performers:
    Recognize your most successful salespeople and products.
  • Uncover sales bottlenecks:
    Identify potential bottlenecks in your sales process to streamline workflows and enhance conversion rates.

Data-Driven Decision Making:

  • Actionable insights:
    Convert raw data into meaningful insights that drive strategic decision-making.
  • Optimize marketing campaigns:
    Utilize sales data to optimize your marketing strategies and focus on the most qualified leads.
  • Improve product development:
    Understand customer preferences and market trends to inform product development and innovation.
  • Forecast sales accurately:
    Employ historical data and trends to generate more precise sales forecasts, enabling effective resource and inventory planning.

Effortless Report Generation & Customization:

  • Pre-built reports:
    Get started quickly with pre-built reports covering key sales metrics.
  • Customization options:
    Customize reports to suit your specific needs and preferences.
  • Schedule reports:
    Automate report generation for regular performance reviews.
  • Easy-to-understand dashboard:
    Stay on top of key metrics with a clear and visually appealing dashboard that provides a real-time view of your sales performance.

FAQ

Our CRM offers visual analytics such as graphs based on lead sources, lead types, and monthly leads, sales pipeline, sales team performance as well as customizable and auto-generated reports.

Our CRM system does not offer this at this moment but by integrating our CRM with third-party tools and software, you can gain valuable insights into customer behavior and preferences.

Yes. The Dashboard provides information on your sales team's performance, allowing you to monitor their progress based on leads and follow-ups.

Through our pipeline management and analytics as well as integration with tools that monitor your sales history, you can gain insights into your sales trends and patterns.

You can monitor your sales team's performance with the team details view in the Dashboard. Integration with other reporting tools is also possible, letting you gain real-time metrics into your sales team's performance.