Lead Management System

is a powerful module to handle complete lead management process. The module covers all major feature from lead capture to assignment to closure

lead-management-system
  • Capture Lead Automatically.
  • Distribute Leads to Tele-calling Team.
  • Send Personalized SMS to Clients.
  • Assign Qualified Leads to Sales Team for Visit.
  • Identify & Focus on Hot/Winning Leads.
  • Monitor Lead Status with Timeline & User Activities.
  • Customize Lead Screen to Suit Your Business.

Sales Automation

module helps sales team to plan, prioritize daily activities such as calls, followups & Visits. The module consists of Activity Screen, Due Date, Time, SMS Reminders, Activity Completion Notes.

  • Activities Planner : Plan daily, weekly activities of sales team in list & calendar view.
  • Send SMS Reminders to Sales Team 30 minutes before due time.
  • View all the activities against a specific lead or customer along with user details.
  • Sales team can use mobile app for daily activity reporting along with sales details.
  • Reports on overdue activities, activities that are not created on leads or opportunities.
sales-management-software

Sales Pipeline Management

or Sales Funnel module helps sales team to prfioritize, forecast , focus & win high probable sales opportunities. The module consists of Opportunities, Expected Close Date for Winning, Win/Lose Analysis, Proposal, Opportunity Value & Activity History.

Sales pipeline
  • Sales Opportunity with Value.
  • Sales Funnel with Probability.
  • Win/Loss Analysis with Details.
  • Customer Segmentation based on Opportunities.
  • Upselling & Cross Selling Opportunities
  • Customer Past Business & Order History

CRM Reporting & Analytics

The module is a powerful business intelligence tool that helps the management team to analyse complete sales performance. The report engine is dynamic, flexible & easy to use such that users can take the customised reports as per business requirements.

  • Source wise lead count along with status. Filter data based on dates, source, status, etc.
  • User wise lead count along with status. Filter data based on dates, source, status, etc.
  • Leads that are not updated for the last 3 days & beyond are shown with ageing details.
  • Leads are assigned to a user, but the user has not called or created any activity on the lead for the last 3 days.
  • Sales team's calls, visits against a particular lead along with status, date & time.
  • Sales Funnel report based on lead status. The sales funnel shows the details of sales conversion ratio.
crm reporting
digital marketing campaign

Marketing & Promotion

Create & track with analysis reports of the promotion and marketing. AUTORESPONDERZ CRM campaigns module allows you to design, create, track, and optimize your marketing initiatives. Marketing campaign goals can vary, from generating brand or promotion awareness, to obtaining new leads, converting leads to new sales, or encouraging existing clients to purchase more products or services. Manages campaigns from start to end, including setting up target customers, automating workflows and measuring success based on clearly defined metrics.