CRM System

Customer Relationship Management System

CRM software is one of the most important sales tools in sales reps’ arsenal. It is more than a contact management system. If used to its full capacity, a CRM allows sales reps to spend more time with customers and potential customers. The more time spent with customers, the more deals are closed, and the more loyal customers remain.

1.Add Lead

2.Assign Members

3.Lead Follow-up

4.Lead Stages

5.Funnel

6.Lead PAC

7.Conversations

8.Quotation to Client

9.Agreements

10.Team Allotted

11.Convert Lead to Project

12.Project Status

13.Project Remarks

14.Update Task Dependency

15.Payment and Delivery Milestone

16.Follow-up Reminders