Boost sales with Sales Automation
Always stay on track to boost your revenues with our best in class sales automation tool.
Improved productivity for sales operation with automation tools
Start using our sales automation tool and get started with powerful lead management and deliver a great customer experience.
Lead Capture
Capture leads from your ad campaigns running on AdWords, Linked In, Facebook, Instagram, and other digital platforms. Capture lead data and track the response from every source and plan your marketing budget accordingly. Reduce your cost per lead with conversion-optimized responsive landing pages.
Lead Management
Powerful Lead Management CRM – Control your entire customer journey. Track each and every interaction your leads have with your website, blogs, telephony, chat systems and sales people in a singular and clean view.
Lead Nurturing
Lead nurturing and follow up with drip SMS & Email. Trigger Automatic WhatsApp, Voice, SMS & Email Sequence (e.g Day-1,3,5,7). Prioritize leads based on sales stages. Focus on hot leads with better probability of closure. Send SMS with your brand name create custom Sender ID as per your business name like AD-HDFCBK
Contacts Center
Manage and track your field sales agents lead & contact in real-time. Best software for every organization’s marketing need, our marketing automation platform provides you with all the tools you will ever require to scale and grow. Add appointments, tasks and other sales activities, and monitor their results.
Task Management
Task management helps you in managing and scheduling of tasks, meetings & follow-ups. Manage various tasks against the leads like proposal, quotation, follow-up, follow-up reminder and scheduling on the platform.
Reports and Analytics
Measure every part of your sales process hassle-free with detailed dashboards and reports. Automatically manage lead value, opportunity, conversations, activities, and lead closures. Build custom reports on analysis of leads, contacts and opportunities.
Sales Automation for your Business
Automate your complete sales, create multiple rules assign/reassign leads, Generate various reports like sales forecast, Lead Source Performance, User Wise Lead Status, Lead Escalation Reports, Sales Funnel Reports, Lead Activities Reports, User Wise Sales, Ageing Reports, Daily Visit Report on Email, Productivity Report, Telecaller Performance report and much more.
Business Owners
Business owners prefer to adopt the technical things that help them in interacting with the clients in a better way.
Corporate Houses
Sales Automation is available for Corporate houses. The corporate houses believe in leaving a big yet productive impact with each commercial step they take.
Software Developers
Sales Automation software is also available for software developers. Developer Community Integrate SMS Automation and can be used for growing their technology.
Features of Sales Automation
Lead Management
is a complete module to handle lead management processes. The module covers up all major features from lead capture to assignment to closure.
Sales Team Management
module helps sales team to plan, prioritize daily activities such as calls, follow ups & Visits. The module consists of Activity Screen, Due Date, Time, Email/SMS Reminders, Activity Completion Notes.
Sales Pipeline Management
or Sales Funnel module helps sales teams to prioritize, 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.
CRM Reporting & Analytics
Automate your complete sales, create multiple rules assign/reassign leads, Generate various reports like sales forecast, Lead Source Performance, User Wise Lead Status, Lead Escalation Reports, Sales Funnel Reports, Lead Activities Reports, User Wise Sales, Ageing Reports, Daily Visit Report on Email, Productivity Report, Tele caller Performance report and much more.
Lead Source Wise Performance
Source wise lead count along with position. Filter data based on dates, source, status, etc.
Lead Activities Reports
Sales team's calls, visits against a particular lead along with status, date & time.
Lead Escalation Reports
Leads are assigned to a user, but the user has not called or created any activity on the lead for the last 3 days.
User Wise Lead Status
User wise lead count along with status. Filter data based on dates, source, status, etc.
Leads Ageing Report
Leads that are not updated for the last 3 days & beyond are shown with ageing details.
Sales Funnel Reports
Sales Funnel report based on lead status. The sales funnel shows the details of sales conversion ratio.
Customizable & Flexible
Lead Capture
Directly integrated with lead portals for lead capture.
Documents
Upload Business Documents as Related to Client Interactions
Lead Assignment
Assign, Track & Manage Sales Leads with Activities
Mobile CRM
Complete Mobile CRM Software for Field Team
Opportunities
Manage Opportunities & Sales Pipeline with Stages
Email, SMS Alerts
Inbuilt CRM for Tasks, Lead Notes & Reminders
Task Planner
Plan Activities to Team with Email/SMS reminders
Customization
Customize Forms, Fields, Reports to Suit Your Business
