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Average Ratings 5 Ratings
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Description
The Lead Management System is an all-encompassing module designed to effectively oversee the entire lead management workflow. This module includes key functionalities ranging from lead capture to assignment and final closure. You can send your leads directly to the CRM Inbox, where the software automatically generates leads, assigns them to the appropriate users, and notifies customers via Email or SMS. It seamlessly captures website contact form submissions as emails and forwards leads to the CRM Inbox for automatic lead creation. Forwarding portal leads to the CRM ensures that lead information is accurately mapped to the lead screen within the system. Furthermore, leads can be automatically distributed to the sales team based on their source, with assigned users receiving notifications via Email or SMS. Users can also track the history of leads, complete with status updates and a timeline that highlights aging issues. The CRM is designed to support sales territories based on location and products, and user access can be restricted according to territory rules. Additionally, users can attach relevant documents related to leads or customers, while all essential marketing materials can be stored in a centralized location for easy access. This streamlined approach not only enhances efficiency but also fosters better communication and organization within the sales process.
Description
Selling can be difficult! It can be difficult to sell. However, having a clear plan, a supportive environment, and a sales CRM software can help you make it easier. Kylas can help you identify the right sales opportunities and support your sales efforts to increase success. It is essential to keep track of your opportunities and engage with them frequently to convert leads to deals, contacts, and companies. Kylas allows you to quickly search and filter your results. It also gives you a 360o view all your Leads. Deals, Contacts, Companies, and Leads - the core pillars of your Sales Pipeline. Kylas allows you to quickly capture leads from different sources and understand which ones can be converted into deals. Effective Sales Pipeline Management will ensure that your sales deals don't go sideways. You can create multiple and fully customizable lead and deal pipelines with multiple stages that meet your needs.
API Access
Has API
API Access
Has API
Integrations
Aircall
CloudShoppy
Exotel
Gmail
Google Ads
Gupshup
Interakt
Justdial
Kaleyra
Knowlarity
Integrations
Aircall
CloudShoppy
Exotel
Gmail
Google Ads
Gupshup
Interakt
Justdial
Kaleyra
Knowlarity
Pricing Details
$5 per month
Free Trial
Free Version
Pricing Details
₹12,999 / Month
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Cratio
Founded
2009
Country
India
Website
www.cratiocrm.com
Vendor Details
Company Name
Kylas
Founded
2021
Country
India
Website
kylas.io
Product Features
CRM
Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management
Product Features
CRM
Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management
Field Sales
Activity Tracking
CRM
Channel Management
Collaboration Tools
Controlled Access
Dashboard Management
Expense Management
Fast Estimates
Inventory Management
Invoices
Lead / Opportunity Management
Online Payments
Order Management
Quoting
Reporting / Analytics
Route Optimization
Territory Management
Time Tracker
Visit Scheduling
Workflow Management
Lead Management
Activity Tracking
Campaign Management
Lead Capture
Lead Distribution
Lead Nurturing
Lead Scoring
Lead Segmentation
Pipeline Management
Prospecting Tools
Source Tracking
Sales Force Automation
Call Management
Campaign Management
Channel Management
Commission Management
Contact Management
Contract Management
Customer Database
Email Marketing
Field Sales Management
Lead Management
Opportunity Management
Performance Metrics
Proposal Generation
Referral Tracking
Sales Forecasting
Territory Management
