Features Included in Your CRM Software Right Away
Our CRM experts can build you a custom CRM system of any complexity, complete with all the features you could possibly want. Your customer relationship management software will contain the following features to give you an advantage over the competition:
Follow-ups, reminders, phone calls, and meeting dialogues are all modern elements that can help you convert leads to clients.
With this feature, you can make more than one pipeline and keep on top of their progress. It also makes it easy to keep track of how well a marketing channel is doing.
This feature allows you to build customized quotation forms for leads and deliver them straight to their email address from your system. Quotes may be personalized and their status monitored.
You may use this functionality to create single or repeating assignments and assign them to staff members. Keep a careful eye on each assignment by sending an email or SMS reminder.
View all of your CRM appointments and activities on a single calendar, with the flexibility to change data by dragging and dropping. Multiple filters assist you in locating the precise data.
Make arrangements for your appointments in your diary to ensure that you never miss a key meeting with a client. Send a personalized invitation to the appropriate parties and get reminders.
Generate tickets for customer concerns and assign them to staff members automatically, with auto-updates at each stage. Keep records of your concerns and enable auto-escalation if they are not resolved.
Through social listening, you may learn about what people are talking about your brand. Find out how many comments, shares, and mentions your brand gets on social media sites.