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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
MapBusinessOnline.com (MBO) stands out as an excellent substitute for MapPoint. Users who previously relied on MapPoint have shared that MBO is straightforward to navigate due to its familiar interface. The platform offers updated maps and relevant data, coupled with top-notch technical support, all while simplifying the complexities often associated with traditional GIS systems. Since its launch in 2010, this cloud-based mapping service has been providing robust business mapping features. The same team that developed Esri's BusinessMAP, which served as a desktop mapping solution for a decade, is behind MBO's creation. Many who choose MapBusinessOnline utilize its mapping software to effectively create, oversee, and rationalize their sales territories. With MBO, generating sales territories is a breeze, whether starting from spreadsheets or building them from the ground up. While sales territory mapping typically relies on ZIP codes, counties, or states, MBO also allows users to design custom sales territories with ease. Discover more about our Sales Territory Mapping Software today and see how it can benefit your business.
API Access
Has API
API Access
Has API
Integrations
No details available.
Integrations
No details available.
Pricing Details
$5 per month
Free Trial
Free Version
Pricing Details
$25 per 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
MapBusinessOnline.com
Founded
1996
Country
United States
Website
www.mapbusinessonline.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
