Highly robust and secured CRM mobile app to track and manage leads with mulitple advanced integratio

Features

Features for Admin

• Manage all client and lead data securely with role-based access control.
• Assign roles and customize access levels for team members.
• Automatically or manually assign leads to specific users or teams based on criteria.
• Integration with Communication Tools: Integration with Exotel, MyOperator, WhatsApp, and email for effective communication.
• Generate detailed insights on sales performance, lead conversion, and team productivity.
• Set workflows to automatically schedule follow-ups, send reminders, and update lead statuses.
• Monitor user activities and analyze team performance through logs and dashboards.
• Receive alerts for overdue tasks, high-priority leads, or successful sales.
• Easily transfer data between systems or generate reports for external use.

Features for Users

• Access a personalized dashboard showing tasks, leads, and follow-ups at a glance.
• Add, update, and manage assigned leads and client information seamlessly.
• Create reminders for follow-ups with notes, priority levels, and notification alerts.
• Use ready-to-send templates for emails and WhatsApp messages to save time.
• Track the progress of each lead through the sales pipeline.
• View a complete history of interactions with leads and clients.
• Organize tasks by priority and sync them with personal calendars.
• Manage tasks and leads on the go with a mobile-friendly app and instant updates.
• Quickly find leads or tasks using advanced search and filter options.
• Track personal performance and achievements to meet goals.