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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

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

TactiCom's lead and contact management platform streamlines the entire lead processing workflow, encompassing lead capture, evaluation, and allocation, all the way to comprehensive contact management and in-depth reporting on status and trends. With our extensive experience working with clients such as Intel, Texas Instruments, and the United Nations, we provide insights that enhance your business operations. Our systems are designed to automate your processes effectively. Ultimately, your Lead Management System (LMS) will facilitate the closure of leads by leveraging modern technologies like the internet, web platforms, social media, and mobile applications. Our Lead Management Systems are secure, centralized, and network-based solutions tailored to your needs. Each system is uniquely configured using our extensive library of over 400 lead management features. This semi-customization not only aligns with your specific lead management process but also significantly minimizes both development time and overall ownership costs. By choosing TactiCom, you are investing in a solution that evolves with your business needs, ensuring sustained efficiency and growth.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

No details available.

Integrations

No details available.

Pricing Details

$5 per month
Free Trial
Free Version

Pricing Details

No price information available.
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

TactiCom

Website

www.leadmanagementsystems.com

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

Lead Management

Activity Tracking
Campaign Management
Lead Capture
Lead Distribution
Lead Nurturing
Lead Scoring
Lead Segmentation
Pipeline Management
Prospecting Tools
Source Tracking

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Domex Technical Information