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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.

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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 capture
Lead Management

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.
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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

Lead Nurturing
Increasing Site Visibility (Traffic & Conversions)

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. 

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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.

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Reports and Analytics

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. 

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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 complete module to handle lead management process. The module cover up 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.

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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

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