Intelligent sales automation for your unique process

Create fast sales processes by automating all leads, calls and backend process.

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 house. 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 comprehensive module to handle complete lead management process. The module covers all major feature from lead capture to assignment to closure.

Sales Team Management

module helps sales team to plan, prioritize daily activities such as calls, followups & 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 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.

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, Telecaller Performance report and much more.

Lead Source Wise Performance

Source wise lead count along with status. Filter data based on dates, source, status, etc.

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.

Lead Activities Reports

Sales team's calls, visits against a particular lead along with status, date & time.

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

No-code automation workflow designer

Using our smart workflow builder, create faster automations that fit into your sales process with zero code.

Automate lead distribution

Set rules to automatically assign leads to salespeople by product type,  geography,  source, or a combination of criteria. You can also automatically reassign the leads to another rep in case no action has been taken by the first rep.

Automate lead distribution
Set tasks & alerts automatically

Set tasks & alerts automatically

Set rules to automatically alert salespeople and create tasks for them as soon as something important happens e.g. Notify the sales rep and initiate a task for a follow-up when a lead spends longer than 3-minutes on the pricing page.

Notify team managers

Notify sales managers in case of an important sales activity or inaction on a salesperson’s part e.g. Notify managers when a positive sales interaction has occurred but, there have been no activities on the lead since the last 21 days.

Notify team managers
Automate lead prioritization

Automate lead prioritization

Set up rules to assign higher quality score to leads with specific attributes. The combination of quality score and lead activity scoring can be used to dynamically create lists of leads that should be chased first, making your team more efficient.

Analytics and reporting

Have the sales reports delivered to your inbox as frequently as you like. Reports for task completion, revenue targets, sales performance, and the funnel status are a few of the many sales reports you can subscribe to.

CRM sales automation for analytics and reporting