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Customer Relationship Management(CRM)

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Features

Customer Relationship Management(CRM)

Contact and lead management

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Deal tracking and follow-ups

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Task assignment and reminders

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Clear and simple dashboard

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Enquiry & Lead Management

Import contacts in bulk, manage enquiries efficiently, and keep a detailed history of every lead interaction effortlessly.

Deal Pipeline Management

Customize your sales pipeline to visualize and track deals at every stage, ensuring no opportunity slips through the cracks.

Dashboard & Analytics

Access real-time data on leads, deals, and team performance through a centralized, easy-to-understand dashboard for smarter decisions.

Task Management System

Assign, prioritize, and monitor tasks like calls and meetings to ensure your team stays organized and follows up promptly.

Custom Form Builder

Create personalized lead capture forms quickly without coding, and automatically sync submissions directly into your CRM system.

Customizable Service Fields

Tailor your CRM by adding custom fields specific to your business services for more organized and relevant data management.

Activity Tracking & Logs

Keep comprehensive logs of calls, emails, and meetings for complete transparency and improved communication with your clients.

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Take Control of HR, Hiring, and Client Relationships with Ease

Manage your workforce, recruitment, and client connections all in one platform designed to save time, reduce hassle, and boost your business efficiency.

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Frequently Asked Questions

Yes, our CRM supports bulk importing from CSV or Excel formats quickly and without hassle.

Yes, you can view past calls, emails, meetings, and notes per contact.

Yes, you can create your own deal stages and easily update them as your process evolves.

Yes, you can set deadlines and receive timely alerts for upcoming tasks and important follow-ups.

Yes, our dashboard provides clear and easy-to-read reports that help you track leads, monitor deal progress, and understand your overall sales performance.

Yes, you can use the integrated form builder to capture leads from your site or campaigns.

Yes, it's designed to scale from startups to mid-sized teams. You can start simple and add features as your sales process grows.

Yes, you can start a free trial with no commitment. This allows you to explore all the features and see how easily it integrates with your sales process before making a decision.