• +977 14478847 +977-9801906587
  • info@bidhee.com

Sales CRM - Lead Management Software

Sales CRM - Lead Management Software

1. Sales CRM (Client Relationship Management) is an enterprise software that organizes client's contacts and manages lead pipelines. It centralizes all the information for the sales team to one system that will keep track of everything. Sales CRM could help organizations to improve their sales process, sales forecasting, pipeline sales, achieve business milestones, organize documents and more.

Some Functions of Lead Management Software

- Add Clients and Prospects to the CRM,

- Update Clients to several stages (Hot leads, Cold Leads, Rejected Leads, Converted Leads etc),

- Generate & Send Quotations to updated leads,

- Update Notes, email log, call log, 

- Get Summary and Activity of each Leads,

- Get reminder of followup dates, meeting dates on Dashboard and via email

- Filter leads on Date wise, Employees wise, Status wise


2. Order Management System:

Order Management System allows your sales staff to perform the following activities:

- Onboard New Retailers through mobile app
- Place New Orders directly through app
- Track Live Map view of Field Force Staff
- Check in & Check out log of each visited outlet
- Maintain central database of retailers and notify them with new schemes
- View Dispatch history, New Sales Report
- Manage Party wise Outstanding dues and Credit Limit


Sales CRM - Lead Management Software

Modules of Sales CRM

CRM Dashboard

CRM Dashboard

CRM Analytics

CRM Analytics

Lead Management

Lead Management

Order Management

Order Management

Marketing Analytics

Marketing Analytics

Sales Quote Generator

Sales Quote Generator

Sales Forecasting

Sales Forecasting

Sales Tracking

Sales Tracking

Sales Management

Sales Management

Client Management

Client Management

Sales Dashboard

Sales Dashboard

Sales Reports

Sales Reports

Customer Management

Customer Management

Email Integration

Email Integration

Document Management

Document Management

Daily Sales Activity Reporting

Daily Sales Activity Reporting

Team Tracking Management

Team Tracking Management

Ticket Management

Ticket Management

Role Management

Role Management

Self Service Portal

Self Service Portal

Android / IOS

Android/ IOS App

Features of Sales CRM

CRM Leads Summary- Daily, Weekly, Monthly, Custom

Order Summary

Personal Reminder

Upcoming/ Next Followups

CRM Graphical Representation

Priority Based Contact Segregation

Type Based Contact Segregation

Customized Sales Dashboard

Lead Generation

Daily Approaches

Lead Distribution

Active/ Awaiting/ Converted/ Rejected Leads

Create and List Orders

Reminder Management

Document Management- Proposal, Contract, Quotation, Profile

Contact Management

Import/ Export Data

Customer Support Tracking

Email Marketing/ SMS Marketing

Email Templates

Territory Management

Service History Tracking

Contact Import/ Export

Ticket/ Issue Tracking

Sales CRM Employee Tracking

Sales CRM Notice Management

Mobile App- All Features of Sales CRM

Mobile App- Team Tracking (GPS)

Mobile App- Cache Implementation (Offline Browsing)

Schedule your Demo

See how innovation can change the way you work.
;