Category
CRMDate
JUN 03, 2023About CRM
Customer Relationship Management Software (CRM) is a comprehensive strategy, process, and technology used by organizations to manage, nurture, and analyze interactions with customers and potential customers throughout their lifecycle. CRM is an essential component of business operations, as it helps companies build and maintain strong relationships with their customers while improving sales, marketing, and customer service efforts
Leads
Quotes
Activities
Contact Us
Product
Settings
Here is an overview of the key features and functionalities commonly found in CRM software.
- Lead Capture and Entry
- Lead Scoring
- Lead Source Tracking
- Lead Activity Tracking
- Lead Alerts and Notifications
- Lead Conversion
- Lead Follow-up Reminders
Leads
- Quote Creation
- Product Catalog Integration
- Quote Approval Workflow
- Quote Templates
- Versioning and Revisions
- Integration with CRM Opportunity Management
Quotes
- Call Logs
- Meeting Scheduling
- Lunch Scheduling
- Task Management
- Notes and Comments
- Follow-up Reminders
- Activity History and Timeline
Activities
- Person
- Organization
- Contact Details
- Organization Affiliation
- Relationships and Connections
- Activities and Engagements
- Contact History and Timeline
Contact Us
- Product Catalog
- Product Categories
- Product Descriptions and Details
- Pricing and Discounts
- Product Variations and Options
- Product Search and Filtering
- Product Customization
Product
- Piplines
- Sources
- Types
- Tags
Settings
Technologies We Use
We leverage state-of-the-art tools, frameworks, and platforms to build scalable and efficient AI-powered applications tailored to your business.