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CRM Gold

550.00 SR 550.0 SAR /User


550.00 SR

550.00 SR

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CRM PRO - FEATURE RICH CRM

LEAD GENERATION

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Make the best out of your contacts you have generated through meetings & seminars.  Engage your prospect via generating leads through our marketing team.

PIPELINE MANAGEMENT

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Manage Multiple pipeline and Categorized the generated lead to into logical groups.Manage  product or business unit wise pipeline

TARGET MANAGEMENT

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Define Target for your organizations and drill down to the teams & the sales person.  Track Sale vs Target. Real time data on your finger tips.

QUOTATIONS & SALES ORDER

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Create multiple versions of the Quotations, and convert confirmed Quotations to Sales Orders.

Lead Management

Targets

Activities

Reminders

Dashboards

Mobility

Odoo - Sample 3 for three columns

Workflows

Define workflow as per your company policies. Such as if there is discount then send for approval and many more.

Odoo - Sample 3 for three columns

Team Management

Manage teams efficiently. Organize teams as per geography, product category etc. Give them goals and track progress automatically.

Odoo - Sample 3 for three columns

Activities

Add Activities to each Lead or Quotation or Sales Order. Timely reminders & alerts to notify you to take actions.

Territory Management

Divide your target geography into Continent, Country, State, City wide regions.  Assign territory to dedicated team or sales person.

Transfer territory from one sales person to another as per your organization's need.

Odoo • Text and Image
Odoo • Image and Text

Lead Generation

Manage Contacts and convert them into leads. Automated funneling process to qualify the leads and assign to the concerned team or sales person.

Assign activities to the leads and setup automated or customized reminders.

Pipeline Management

Manage the funnel of the Opportunities generated from the leads.  Categorize Opportunities, Track Sources and many other information.

Collaborate with multiple teams such as Sales, Product, Design, Legal to work on big opportunity.

Share opportunity among teams, track their performance against the target.

Odoo • Text and Image
Odoo • Image and Text

Quotations & Sale Orders

Send Quotations directly from the Opportunity form.  Create multiple versions of the quotations.

Interact with the prospect and negotiate from the opportunity form itself. No need to open Outlook or Gmail to send emails.  Customers responses getting tracked in the chatter.

Confirm Quotation and convert to Sales Orders.

Complete history of the actions, activities & changes are tracked.

Dashboards

Dashboards to keep you updated regarding your Pipelines, Quotations, Conversion ratios.

Trend Analysis, Pipeline Health, Sales Person's Performance, Product Performance all on single click.

Odoo • Text and Image

Contact Us for a free consultation on optimizing your Sales Processes.  


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