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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
Improving lead acquisition: We boast a distinctive track record in human-to-human lead generation, effectively qualifying and converting prospects while simplifying their management. With Ourly, schedule meetings effortlessly without emails, making it the quickest and most convenient appointment scheduler available. Integrate it into your web pages, emails, and conversion tools to enhance conversion rates. Additionally, track and analyze scheduled meetings efficiently. Serviceform has collaborated with over 200 real estate agencies and developers globally. What feedback are we receiving from our clients? They highlight that we offer unparalleled lead generation services for realtors. Our innovative Social inbox transforms communication by uniting messages from Facebook, Instagram, and WhatsApp, ensuring that no lead slips through the cracks. Incoming messages go directly to your Social inbox, allowing for intelligent assignment to individuals or teams. Furthermore, our Chatbots effectively address frequently asked questions, facilitate meeting bookings, and even prequalify leads, ensuring that your business remains responsive, even when you're occupied or unavailable. This comprehensive approach not only streamlines your processes but also enhances customer satisfaction.
API Access
Has API
API Access
Has API
Integrations
AWeber
Facebook
Shopify
Unbounce
Weebly
WordPress
Pricing Details
$5 per month
Free Trial
Free Version
Pricing Details
$39 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
Serviceform
Founded
2017
Country
Finland
Website
serviceform.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
Appointment Scheduling
Appointment Reminders
Automated Scheduling
Calendar Sync
Client Database
Group Scheduling
Mobile Access
Multi-Location
Online Booking
Online Payments
Recurring Appointments
Room Booking Management
Reservations
Activities Booking
Booking Notes
CRM
Customer Support
Group Reservations
Guest Management
Payment Processing
Promotions Management
Rate Management
Room Booking Management
Third Party Booking
