BOOST YOUR SALES Optimise your customer relationsFollowups

A customisable online CRM system that helps you do your best – and sell more

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Followups

A lead is a person who has indicated interest in your company's product or service in some way, shape, or form. Lead generation is the process of attracting and converting strangers and prospects into those leads we just talked about. Powerful tools built for success and ease of use Find out how simple email marketing can be, with GetResponse

Admin Demo


user ID:- demo@websiteshelter.com Password:- demo@123.

  • CRM Pipeline: Admin can create pipeline.Pipeline access permission to User.Add stages and deals in pipeline.
  • CRM Stages: Admin can create stages in pipeline.Drag Drop stages to change order of stage in pipeline.Add deals in stage.
  • CRM Deal: Create deal and assign deal to users.Add task, source, product, comments, contacts in deal.
  • CRM Sources: Add deal sources in application and assign source to deal.Check all deals in source.
  • CRM Messaging: You can send any private message to your client or client can send you any message.
  • CRM Task Management: Admin/User can create task.Assign task to User.Add task in deal.
  • CRM Products: Add products in applications and assign products to deal.Set product quantity and discount on products.
  • CRM Report: See the report of deals in stages.Pie chart and table two types of reports.Check report of active deals,won deals,loss deals,price of deals.
  • CRM Contact Management: Create contacts and social details of contact.Add contact in deal. Add contacts in company.

Features

Need more feature details in maybe 6 or 8 items? You can use this section to put your features summary with short descriptions and retina icons for each item.

CRM Labels:

You can add labels to deal.Different color labels can add to make the deal unique.

CRM File Sharing:

Add any number of files in deal and download that file later, add description to files.

CRM Export:

Can export deals, contacts, tasks, companies.Deals and tasks can be export by date range or pipeline.

CRM Companies:

Add the company in your application and also add contacts in that company.

CRM Notes:

Add your private note in deal.The note can be seen only by you.Admin or client both can add there note in deal.

CRM Deal Activity:

In deal dashboard you will see the all activity in deal like user assign, task, source, product etc added/edit/delete.

CRM Discussion:

Can start discussion on any deal.The assign deal members can add comments in the discussion or reply to comment.

CRM Activity:

See the all activity in your application for deals.Check activity of add/edit/delete deal, task, products, sources, comments, contacts.

Affordable Packages

If your app is premium, use this section to list all of your pricing packages complete with the description items.

  • Free

    For personal use

    $ 0 forever
    • Unlimited Leads
    • Unlimmited contact
    • Task Manager
    • Advanced Filters
    • Login-
  • Professional

    Include your business watermark

    $ 79 per month
    • Unlimited Leads
    • Unlimited User
    • Unlimited Task
    • SAAS
    • Custom Watermark
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Get in Touch

Have feedback, suggestion, or any thought about our app? Feel free to contact us anytime, we will get back to you in 24 hours.