Sales Automation Software

Sales Automation software is a comprehensive module to handle complete lead management processes. The module covers all major features from lead capture to assignment to closure.

Register now for free demo
Sales Automation Software

Sale automation software for your Business

Automate your complete sales, create multiple rules assign/reassign leads, Generate various reports like sales forecast, Lead Source Performance, User Wise Lead Status, Lead Escalation Reports, Sales Funnel Reports, Lead Activities Reports, User Wise Sales, Ageing Reports, Daily Visit Report on Email, Productivity Report, Telecaller Performance report and much more.

Business Owners

Business owners prefer to adopt the technical things that help them in interacting with the clients in a better way.

Corporate Houses

Sales Automation is available for Corporate house. The corporate houses believe in leaving a big yet productive impact with each commercial step they take.

Software Developers

Sales Automation software is also available for software developers. Developer Community Integrate SMS Automation and can be used for growing their technology.

   

Features of Sales Automation

Lead Management System

is a comprehensive module to handle complete lead management process. The module covers all major feature from lead capture to assignment to closure

Sales Team Management

module helps sales team to plan, prioritize daily activities such as calls, followups & Visits. The module consists of Activity Screen, Due Date, Time, Email/SMS Reminders, Activity Completion Notes.

Sales Pipeline Management

or Sales Funnel module helps sales team to prfioritize, forecast , focus & win high probable sales opportunities. The module consists of Opportunities, Expected Close Date for Winning, Win/Lose Analysis, Proposal, Opportunity Value & Activity History.

CRM Reporting & Analytics

Automate your complete sales, create multiple rules assign/reassign leads, Generate various reports like sales forecast, Lead Source Performance, User Wise Lead Status, Lead Escalation Reports, Sales Funnel Reports, Lead Activities Reports, User Wise Sales, Ageing Reports, Daily Visit Report on Email, Productivity Report, Telecaller Performance report and much more.

Lead Source Performance

Source wise lead count along with status. Filter data based on dates, source, status, etc.

User Wise Lead Status

User wise lead count along with status. Filter data based on dates, source, status, etc.

Leads Ageing Report

Leads that are not updated for the last 3 days & beyond are shown with ageing details.


Lead Escalation Reports

Leads are assigned to a user, but the user has not called or created any activity on the lead for the last 3 days.

Lead Activities Reports

Sales team's calls, visits against a particular lead along with status, date & time.

Sales Funnel Reports

Sales Funnel report based on lead status. The sales funnel shows the details of sales conversion ratio.

Customizable & Flexible

Lead Capture

Directly integrated with lead portals for lead capture.

Lead Assignment

Assign, Track & Manage Sales Leads with Activities

Opportunities

Manage Opportunities & Sales Pipeline with Stages

Task Planner

Plan Activities to Team with Email/SMS reminders

Documents

Upload Business Documents as Related to Client Interactions

Mobile CRM

Complete Mobile CRM Software for Field Team

Email, SMS Alerts

Inbuilt CRM for Tasks, Lead Notes & Reminders

Report

Generate Verious Customized Reports.

Customization

Customize Forms, Fields, Reports to Suit Your Business

Report

Generate Verious Customized Reports.

Case Studies


blog_image_one
blog_image_one
blog_image_one

Use Cases


blog_image_one
blog_image_one
blog_image_one