No chance any leads will get off the hook!
Imagine the luxury of having all your client activity and communications in one place!
Our easy-to-use system will give you the time-saving advantage to manage, follow up, update client records, and collect payments in one spot, thus freeing up your valuable time to focus on other areas to grow your business!
Simple is best
With just a few clicks, you can search for multiple filters which will automatically organize your contact information as desired. Organizing your contacts can help identify precise customer segments with ease.
Customer base experience
The only way your company will differentiate based on customer experience is if the culture of your organization aligns closely with the brand promise to customers. By storing all your contacts, notes, and key documents in one place, you will have all the necessary information about every customer.
Sales Pipeline Management
Sales pipelines are fully customizable, so once you define your sales process, it should not take much time and effort to start mirroring it in the CRM. We understand that every business sells its product differently and it is not a ‘one-size-fits-all’ approach. That is why you can customize your sales pipeline by customer size, source, etc.
Segment your market!
Segmentation helps you target, and most importantly personalize your message to your leads and customers. Identify valuable opportunities to target and categorize your leads quickly.
Pipeline Report
An easy way to analyze the sales pipeline, and capture reasons for the loss. A grid representation of your sales pipeline helps you identify where to focus your attention.
Customer Profile
Contact management covers the tracking of the customer, vendor and, individual’s information and communication – all the client information you need in one place.
Sales Goal Tracking
Monitoring activity by user helps you gain greater insight into your team’s progress. As a manager, an overview of each user allows you to offer targeted coaching and mentoring to your sales team.
Document Library
Store and organize all documents in contacts, leads, and organization sections.
Web Forms
Capture leads from your website through the web form. RunSensible web-to-lead form feature helps you continuously gather new leads.
Alerts & Notifications
Set reminder dates to ensure you follow up with your clients in a timely fashion.