CRM Solo Marketing

Generate, Nurture & Convert more leads with Marketing Pack.

CRM SOLO MARKETING

Lead Automation

  • Funnel Management
  • Sales Forecasting
  • Web to Lead Form Integration
  • Lead Custom Field Creation
  • Follow up Management
  • Auto Revoke Policy
  • Auto Lead Intimation to Client & Employee via SMS & Email
  • Map single or multiple products with their associated custom fields in lead

Quotation Automation

  • User Designed custom Quotation formats
  • Terms & Condition, Cover letters & Product Annexure Dynamic Masters
  • One click copy quotation option
  • Revise Quotation option
  • Lead to Quotation Automation
  • Multiple Pricelist Management
  • Customer Wise Auto Discounting
  • Real time Quotation Profitability Calculator
  • Customer & Product Wise Auto Tax Applicability
  • Documents, Images, Task and other attachment options
  • Approval Workflow

Marketing Analytics

  • Data Import Tools
  • Employee Wise Prospect Privacy
  • Follow ups Management
  • DND Management
  • And all other features as same as contact management of basic CRM

Prospect Management

  • Bulk SMS
  • Bulk E-Mail
  • Telemarketing Automation

Campaign Management

  • Privacy
  • Categorigaton
  • 360 View
  • relationship Mapping
  • Label & Envelop
  • Notes & comments