CRM Portal

TallyGraphs_CRM

Customer Relationship Management (CRM)

CRM helps to manage all the marketing activities, leads & pipelines to improve the customer service and increase sales & profitability of the business.

Features

  • Manage Sales Team with sales team members
  • Manage customer inquires as leads
  • Schedule/Plan customer meetings/demos
  • Convert Qualified Leads into Opportunities
  • Manage Lead Scoring
  • Manage Lead Pipelines with different stages
  • Manage quotations to customers
  • Successful conversion of lead marked as Won
  • Capture the failure reasons if leads gets lost
  • CRM Analysis through Lead/Activities Reports

Screenshots

Manage Lead Pipeline
Sales Team & Team Members
Capture Inquires through Lead
Convert Lead to Opportunity to make it as Qualified

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