CRM - Customer Relationship Management
- Manage Leads
- Manage Opportunities
- Manage Quotations
- Manage all pre sales calendar activites such as meetings calls
- Automate pre sales-follow up with emails and reminders
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Customer Relationship Management
- Customer Management
- Product Management
- View CRM report
Leads
- Create new Leads
- Convert Leads to Opportunity
- Add priority to Leads
- Mark Lead as Lost
- Generate leads from website
Opportunity
- Create new Opportunity
- Create new Opportunity from emails
- Add Priority to Opportunity
- Track Opportunity Stage
- Mark Opportunity as won or lost
Reporting
- Evaluate Pipeline
- Leads Analysis
- Evaluate Activities
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