General CRM Featurelist

Scenario of large, medium & small industries & CRM for business:

Businesses in India, Australia, Hong Kong, U.S.A, UK & majority of the Europe have innumerable entrepreneurships. The number of world businesses is going to explode by 2020 leaving a lot of competition for the next 3-7 years to come. The urgency for having a smooth saling sales strategy is ever existent & down playing your sales force would be a major setback! Hence, if businesses are looking for excellent sales target management, follow-up regulation & impressive lead conversion a CRM is a solution they should be opting for.
Know the 100+ things that you can do with a CRM in this comprehensive feature list.

 

 

Modules of General CRM:

1. Sales Target Module

This module helps you:

– Set, track and monitor sales targets for your business and sales people respectively.

– Monitor your financial growth.

– Monitor & manage the sales performance of your business and sales teams.

 

2. Lead Management Module

This module lets you:

– Add multiple leads.

– See the status of each lead follow-up and prioritize leads to close more deals quicker.

– Categorize and allocate leads as per your desire.

– Foresee your business scope of growth with sales forecasts.

 

3. Follow-up Modules: Call, Email, SMS & Meeting Module

These modules let you:

– Make follow-up calls, emails, sms and meetings with leads.

– Schedule follow-up calls, emails, sms and meetings with leads.

– Set reminders for follow-ups, calls and meetings.

 

4. Quotation Management Module

This module lets you:

– Create and send multiple quotations with comparative pricing charts.

– Know the quotation status, add closing dates, save versions and payment collection details.

– Users can share quotations with other users in the CRM.

– Send quotations to higher authorities of your organization for quotation approvals.

 

5. Client module

This module lets you:

– You can add contact details of clients.

– Assign, categorize, and communicate seamlessly with your clients via calls, emails and sms.

 

6. Products/Services Module

This module lets you:

– Add & manage numerous products or services.

– Specify their dimensions, selling prices & additional taxes.

– Monitor their sales performance in real time.

 

7. Calendar Module

This module lets you:

– Serves as a calendar.

– Let’s you mark important dates relevant to your business, employees, leads and clients.

 

8. Contacts Module

This module lets you:

– Store, modify and delete contact details of clients.

– Save important dates regarding products and services purchased.

– Set reminders for payments, etc.

 

9. Import Data Module

This module lets you:

– Import your existing data clients, contacts, products / services details, etc.

– Know the data importing details.

– Prevent data cloning.

 

10. Announcement Module

This module lets you:

– Make and schedule announcements internally to the people within your organization and system.

 

11. Company Module

This module lets you:

– Add and manage your company and branch details, save and know contact details.

– Add, modify and remove contact details & designations of employees according to departments.

 

12. Tags Module

This module lets you:

– Create & customize tags

 

13. Tasks Module

– This module lets you:

– Add multiple tasks and their descriptions.

– See the completion status, priority and end date of every task.

 

14. Pending Data Module

This module lets you:

– Know exactly what data is pending throughout your leads, clients and contacts.

 

15. Mass Email / Greeting Module

This module lets you:

– Send mass emails to clients and leads.

– Helps you run email marketing campaigns.

 

16. Birthday & Anniversary Module

This module lets you:

– Wish Clients via emails & sms

– Set reminders for the same

 

17. Reports Module

This module lets you:

– Get real-time insights into the finest details of your business sales.

 

18. User Module

This module lets you:

– Add new users in the system.

– Specify and know their roles & titles.

– Grant access permissions to various crm modules.

– Also, categorize the users as per their departments, branches and designations.

 

Conclusion:

 

Resources & Sign up: