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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

Transform every channel into a source of revenue to fuel business expansion. Effortlessly gather leads and sales inquiries from websites, emails, social media platforms, phone calls, and more. The key to a thriving business lies in effectively monitoring and managing the sales pipeline. A visual pipeline enables you to keep track of all deals at different stages seamlessly. Gain a comprehensive 360° view of your customers on a single interface for enhanced insight. Engage with your contacts through multiple communication channels while having access to their conversation history. Prioritize what matters most and automate the rest for efficiency. Establish rules and workflows to streamline follow-up processes, and automatically assign deals to team members. Integrate PipeCycle with other productivity applications to enhance functionality. Identify lead locations and discover potential clients nearby effortlessly, while also automatically tracking the locations of your team members and displaying them on a map for better coordination. By leveraging these tools, businesses can optimize their operations and significantly improve their sales outcomes.

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

$15 per user per year
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

CustomerSquare.com

Country

India

Website

www.pipecyclecrm.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

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

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