Future-Ready CRM Solution
Empower your organization with the most cost-effective and agile CRM solution built with the world’s top Open Source technologies. Our enterprise-ready agile CRM solution has even more features than Salesforce provides for a higher price. Our CRM offers you the best available solutions with escalated usability and unlimited features. Get it all in one package for one predictable price.
We have all the features and support you need to thrive in the competition. Contact our sales team today to offer you a demo and provide you a quote based on your requirements.
Key Modules Of Agile CRM
Organize and follow up with your sales leads coming from different sources. Assign leads to resources in your organization to build a sales funnel.
Store, manage, and track all information related to an organization (client) working with your company.
Manage a directory of all contacts your organization gets in touch with during the business. Maintain relations and history of the contact communication & engagement.
Improve the performance of your sales team by assigning them actionable tasks and a way to record, relate, and monitor the progress on the tasks assigned.
Leads convert to qualified sales opportunities in the next steps of the sales funnel. Manage the process with secure, trackable information relating to opportunity costs and contacts.
PDF Templates Module
Build templates for Quotes, Invoices, and Contracts within your CRM.
Build a catalog of the company products or services to be included in Quotes when prepared by the sales team.
Create, issue, and track quotations sent to the company prospects. A quote can be easily converted to an invoice once the client accepts the quote.
Keep track of all the scheduled calls, including inbound and outbound calls history that are associated with the account.
Create, execute, and evaluate marketing campaigns in various stages. It helps organize all associated tasks, events, and calls related to the campaign.
Manage, store, and maintain a repository for customer issues and internal documents. Contents can be uploaded, revised, and connected to individual records with the CRM.
Create shared inboxes for your teams, such as for sales & support emails. View, store, compose, send and receive emails from users’ email account or the shared inbox.
Automate actions based on certain conditions set in the workflow module. It allows organizations to eliminate the need for manual tasks and to free your team time for what matters the most.
Create, track, and issue bills from your company to your customers. These invoices can be generated easily from an existing Quote in the CRM.