Sales Pipeline Management Software
80% Business Comes from 20% Customers. Prioritize & Win Sales Opportunities.
Sales Pipeline Management or Sales Funnel module helps sales team 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.
- 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
Sales Funnel & Opportunities Management
Lead to Opportunity Conversion
Convert your qualified leads to opportunities stage in single click
Opportunity Stages with Value
Customize Opportunity Stages as per your business needs & maintain value.
Sales Forecasting & Probabilities
Forecast sales for this month, quarter based on opportunity expected close date.
Sales Funnel & Sales CRM Status
Visualize sales in funnel view & improve sales conversion ratio.
Opportunity History, Timeline
View Opportunity history to understand the time taken for converting an opportunity.
Territory Management
Product wise, location wise territory management to segregate the crm data as per rules.
Documents Library
Upload and maintain marketing, sales documents .You can link them along with customer records.
Opportunity Prioritization
Prioritize Opportunities based on the probability to improve sales conversion.
Sales Proposal with Product Lines
Maintain product/services masters along with rates and send professional pdf quotes.
Opportunity Email, SMS & Voice Communication
Email Communication
Send Automatic Email alerts to Customers, Sales Team. Configurable automatic & manual Email Communications.
SMS Communication
Send Automatic SMS alerts to Customers, Sales Team. Configurable automatic & manual SMS Communications.
Voice Communication
Enable Cloud Telephony Integration to call customers directly from CRM. The software captures all call logs & recordings.
Sales Funnel Tracking & Reporting
Sales Calls & Visits Tracking
Plan Sales follow up calls, Visits. Update activity updates & generate automatic sales reports.
Activities & Reminders
Sales team will get email & sms reminders for the planned activities 30 minutes before the due date time.
Daily, Weekly Activity Plans
Use activity planner with daily, weekly calendar for planning sales activities to your sales team.
Daily Sales Reports
Get your sales team daily visit reports in email. View the sales team GPS locations visits in map.
Sales Team Productivity Reports
Daily, Weekly calls/visit count. Reports on leads, opportunities, orders and sales team performance.
Opportunity Activities Tracking
View the Opportunity history with sales team's calls/visits against the lead along with timestamp.
Sales Opportunity Reports & Business Intelligence
User Wise Sales Opportunities
User wise Sales Opportunities along with stages & expected close date.
Opportunity Ageing Reports
Opportunity that are not updated for the last 3 days & beyond are shown with ageing details.
Sales Forecast Report
Forecast Sales for this month, quarter or year based on sales opportunity expected close date.
Opportunity Activities Reports
Sales team's calls, visits against a particular opportunity along with status, date & time.
Opportunity Stage & Probability
Prioritize opportunities based on stages and probability of closure.
Sales Funnel Reports
Sales Funnel report based on Opportunity status. The sales funnel shows the details of sales conversion ratio.
Sales CRM Salient Features
Lead Capture
Capture Leads Automatically From Various Sources
Lead Assignment
Assign, Track & Manage Sales Leads with Activities
Opportunities
Manage Opportunities & Sales Funnel with Stages
Task Planner
Plan Activities to Team with Email/SMS reminders
Mobile CRM App
Complete Mobile CRM that works even when Offline.
Integration
Integrates with other leading software systems.
Email, SMS Alerts
Send automatic & Manual Email/SMS communications
Customization
Customize forms, fields, reports to suit your business.
Reports
Business Intelligence Reports & Customized Reports.