We have the following major features.
Dashboard with Graphs/Charts - Visualise data in charts and also in digits.
Pipeline Visibility - Connect with your leads, customers, contacts, and opportunities with just a tap.
Quick Access - Call, Email, Messages and WhatsApp from right within the app, and get live updates and a real-time view of your business, no matter where you are.
Multi-level security - Match your user privileges to your business hierarchy. Control who can view and edit individual data capture fields. Limit access to accounts, contacts, modules and features. Create unlimited security roles and assign them to as many new users as you want.
Task management - Enhance your team productivity and responsiveness with dynamic task management tools.
360° View of Your Customer - Offer a superior customer experience by tracking, which leads convert into opportunities and which opportunities close into customers.
Integrating Phonebook Contacts - Create leads and contacts from phonebook contacts.
Quick access to Last Viewed items - Easily View Last visited items.
Stay connected to your team - assign tasks to teammates. Update deals as they progress. See up-to-date sales Leaderboards.
CheckIn - CheckOut facility with real time location - Easily Track your employees with Real Time Location.Check-in when the meeting starts and Check out when the meeting ends. Time and location are automatically tracked.
Calendar - Integrated native calendar for meeting, call and task events
Search & filters - Shrink your data mountain to a molehill with wide-ranging search criteria & filters built for sales, marketing, service and support. And you can save favourite searches for later.
Call logging - Identify top performers and those in need of coaching with automatic call logging. See who your reps called, along with call date, time and length at a glance.
Customisable navigation menu - The app comes with an easy to access the navigation menu. Use it to check-in/out of your workday, and to access your leads, tasks and more.
Instant Notifications - It will notify you before the start of a workday. Instantly update your team about each new task or lead, assigned to them. They can then start work on the lead immediately.
Global Search - Easily search any records(for example, lead, contact records) which are within CRM.
Manage Custom modules and custom fields - Easily Manage custom modules and custom fields.
Dynamic Module Layout - create form from dynamic module fields.
Dashboard with Graphs/Charts - Visualise data in charts and also in digits.
Pipeline Visibility - Connect with your leads, customers, contacts, and opportunities with just a tap.
Quick Access - Call, Email, Messages and WhatsApp from right within the app, and get live updates and a real-time view of your business, no matter where you are.
Multi-level security - Match your user privileges to your business hierarchy. Control who can view and edit individual data capture fields. Limit access to accounts, contacts, modules and features. Create unlimited security roles and assign them to as many new users as you want.
Task management - Enhance your team productivity and responsiveness with dynamic task management tools.
360° View of Your Customer - Offer a superior customer experience by tracking, which leads convert into opportunities and which opportunities close into customers.
Integrating Phonebook Contacts - Create leads and contacts from phonebook contacts.
Quick access to Last Viewed items - Easily View Last visited items.
Stay connected to your team - assign tasks to teammates. Update deals as they progress. See up-to-date sales Leaderboards.
CheckIn - CheckOut facility with real time location - Easily Track your employees with Real Time Location.Check-in when the meeting starts and Check out when the meeting ends. Time and location are automatically tracked.
Calendar - Integrated native calendar for meeting, call and task events
Search & filters - Shrink your data mountain to a molehill with wide-ranging search criteria & filters built for sales, marketing, service and support. And you can save favourite searches for later.
Call logging - Identify top performers and those in need of coaching with automatic call logging. See who your reps called, along with call date, time and length at a glance.
Customisable navigation menu - The app comes with an easy to access the navigation menu. Use it to check-in/out of your workday, and to access your leads, tasks and more.
Instant Notifications - It will notify you before the start of a workday. Instantly update your team about each new task or lead, assigned to them. They can then start work on the lead immediately.
Global Search - Easily search any records(for example, lead, contact records) which are within CRM.
Manage Custom modules and custom fields - Easily Manage custom modules and custom fields.
Dynamic Module Layout - create form from dynamic module fields.
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