Our B2B CRM is loaded with an array of intelligent tools designed to assist in managing customer relations, sales and post-sales activities, data handling, marketing, and analytics.
From automated emails and instant customer alerts to robust filtering capabilities, automated report creation, and beyond, our B2B CRM enables businesses to comprehend their client base and their relationship with each client in unprecedented ways.
Receive immediate alerts whenever a new client signs up with you, allowing for swift and effortless outreach. Notifications can also be set up whenever a client asks for a call back.
Develop an extensive variety of automated emails. Promptly and effectively communicate with clients when action is needed or inform them with urgent updates.
Organize and sift through your clients using an endless array of criteria. Immediately grasp your customers' needs and the opportunities for additional sales with distinct categories and tags.
View your history with any client and their activities within the CRM. Achieve a more profound insight into your relationship with the client and anticipate their requirements.
Securely keep client-related documents and link them to the client profile. Alerts can be set up and sent automatically when crucial documents are nearing expiration.
Effortlessly track your daily expenses and revenues by selecting what you wish to view on your homepage. Key alerts are also shown there, ensuring you don’t overlook anything!
Automatically produce crucial financial reports for both in-house and external purposes. Employ our 'custom report' feature, which utilizes all the data in the CRM, to generate any report required.
Utilize our potent integrated algorithms to craft targeted marketing campaigns and effortlessly produce influential messaging for both existing clients and potential leads.
Effortlessly distribute mass and targeted emails to your clientele or initiate email campaigns or notifications to specific clients with just a few clicks. Seamlessly manage all aspects in a unified location.
Develop comprehensive, customized access and permissions for tasks and inquiries throughout all your departments and offices globally, all without ever departing from
Establish a customer feedback cycle to enhance customer service.
Address customer inquiries promptly and effectively.
Boost sales and enhance customer contentment.
Enhance productivity among your staff by automating routine tasks.
Reduce your IT and development expenditure.
Lower sales and marketing expenses by optimizing your sales process.
Administer several enterprises from a single unified system.
Maintain higher satisfaction among employees and clients by operating your business more seamlessly overall.
