Key Features



Crisp and Easy Navigation Dashboard

With this using the website becomes more easy and convenient.

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Automation of Daily Sales Tasks

A way to make time for sales by using technology to automate your sales process.


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Task Manager

Allows you to efficiently manage your tasks and keep track of your processes and To Dos.


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Appointment Manager

Manages and keeps track of all the appointments.


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Set CallBacks and View CallBack History

Through this calls can be made more than once and the call history can be viewed.

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Change Callback Dates

Change the callback dates to whenever possible.


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View all Callbacks and related Comments

View the callback logs and the callback related details.

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Reschedule any upcoming Appointment

You can always reschedule your current appointment to another comfortable date.

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Update status of an Appointment

To update the current status of an appointment as to at what stage its process is in.

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Right away E-mail of quotations to customers

E- mail the quotations and details then and there to the customers.

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Quotations

Details about the cost expenditure in form of quotations.


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Profile Manager

The users can edit their profile details.

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Push Notifications

Getting notifications popped up without even entering the app.

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One Click Dial

An easy method to make calls.

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Sales Activity Funnel Report

Helps in determining the strengths and weaknesses of your sales process.

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Detaled Funnel View of Leads

The funnel reports of the leads can be viewed in detail.

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Share Sales Leads for large teams

Share the details of the leads with the sales team.

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Add/Modify Status - New Lead / Proposal / Under Negotiations / Success / Lost

Modify details about the status of the leads whether it is a new one or under process or is a success or failure.

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Leads Filteration with Current Status

Filter the leads according to the current status of it.

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Bar Charts to Understand Your Leads

Representing leads in bar charts for better understanding.

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Admin can create Leads and Assign to any user

The leads can be created and assigned to the user by the admin.

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Feed View of all users and its activities

View the details of the users and all the activities.

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Import Leads using Spreadsheet

We can also import the leads from spreadsheets.


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User Tracking

Using the GPS tracking device the location of the user can be tracked down.


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Secure OTP login option for forgotten password

In case the password is forgotten you can login using OTP.

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Automated Welcome E-mail and Company Profile Mail for all New Lead

Along with every new lead there comes a welcome E- mail and the company profile mail.

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