Average Ratings 0 Ratings
Average Ratings 0 Ratings
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
ezeeCRM enhances your sales experience, ensuring a smooth transition from the initial greeting to a successful deal closure through automated processes. Seize every opportunity to connect with potential buyers right when they are ready to engage. Keep all customer-related documents and information centralized, allowing for easy organization of your contacts into relevant groups and categories. Users can access visually appealing and interactive reports and dashboards tailored to their needs, utilizing a powerful report builder that enables the creation of both graphical and tabular reports across various modules in ezeeCRM. Moreover, you benefit from the efficiency and organizational capabilities of a dedicated email client seamlessly integrated within your CRM interface, enabling you to communicate via chat or SMS with customers, colleagues, and partners, while also providing customer support directly through the platform. This comprehensive tool not only boosts sales but also cultivates lasting relationships with your clientele, making it an invaluable asset for any business.
API Access
Has API
No
API Access
Has API
No
Integrations
Facebook
No
Google Drive
No
HubSpot CRM
No
HubSpot Customer Platform
No
LinkedIn
No
Mailchimp
No
Microsoft Excel
No
X (Twitter)
No
Integrations
Facebook
Yes
Google Drive
Yes
HubSpot CRM
Yes
HubSpot Customer Platform
Yes
LinkedIn
Yes
Mailchimp
Yes
Microsoft Excel
Yes
X (Twitter)
Yes
Pricing Details
$5 per month
Free Trial
Yes
Free Version
No
Pricing Details
$8.20 per month
Billed annually
Free Trial
Yes
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
Yes
iPad App
Yes
Android App
Yes
Windows
Yes
Mac
Yes
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
Yes
Online Support
Yes
Customer Support
Business Hours
No
Live Rep (24/7)
Yes
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
Yes
Vendor Details
Company Name
Cratio
Founded
2009
Country
India
Website
www.cratiocrm.com
Vendor Details
Company Name
Buzinessezee
Founded
2017
Country
India
Website
businessezee.com/ezeecrm
Product Features
CRM
Calendar/Reminder System
Yes
Call Logging
Yes
Document Storage
Yes
Email Marketing
Yes
Internal Chat Integration
Yes
Lead Scoring
Yes
Marketing Automation Integration
Yes
Mobile Access
Yes
Quotes / Proposals
Yes
Segmentation
Yes
Social Media Integration
Yes
Task Management
Yes
Territory Management
Yes
Product Features
CRM
Calendar/Reminder System
Yes
Call Logging
Yes
Document Storage
Yes
Email Marketing
Yes
Internal Chat Integration
Yes
Lead Scoring
Yes
Marketing Automation Integration
Yes
Mobile Access
Yes
Quotes / Proposals
Yes
Segmentation
Yes
Social Media Integration
Yes
Task Management
Yes
Territory Management
Yes