Business Solutions

CRM Cloud System – Business Automation

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 CRM – Business Automation

If you are in need of a simple to use, fast, strong and reasonably priced CRM software, how about you’ve got a peek at our tool! With the introduction of target marketing, the dynamics of consumer relationship have changed. In a boom market, there’s an abundant stream of leads that should be managed correctly and converted to sales, which isn’t possible without proper CRM system. There are advantages to larger providers like a wide array of possible integrations with third-party software but a more compact provider might offer essential functions and support at a much more forgiving price point. The very last thing you would like is to find employees fighting new software rather than interacting with the customer. Actually, the reason most business methods fail is because of the exact same reason. The CRM software ensures that all of the team members are on the exact same page concerning program information and their individual responsibilities. Summing up Customers wish to feel exclusive today.

Implications of CRM Software

A wonderful CRM solution is quite a bit more than merely software to store fundamental details. Project Management While you’re implementing new CRM software in your organization, it is exceedingly essential that the whole process is streamlined and monitored closely. Verify the software you choose is going to obtain all of the Information your Business should grow. Some web based on CRM software vendors offer you minimum technical support. The program ought to be in a position to expand its functionalities as your company grows. The ideal solution for every single business organization differs. It is not simple to pick out a solution that appears perfect for your business since you do not know it would be perfect or not because you haven’t used it. So, only you’re able to arrive with the decision of the absolute best CRM software solution for your organization.
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 CRM – Business Automation

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Leads

Leads or potential clients are really important part to any company. Every company trying everyday to get new leads. Keep track of leads in one place and easily follow their progress. Ability to auto import leads from email, add notes, create proposals. Organize your leads in stages and change stages easily with drag and drop. Ability to auto import leads from emails and web to lead forms, import leads from .CSV file included.

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Web to Lead Forms

Create unlimited web to lead forms and inject in your landing page or website. This feature allows you to import leads into ERP  from form. Use web to lead forms to gather potential clients information, allow them to request quotes directly from your website.

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Customers

Easily manage your customers and their contacts, create multiple contacts for your customers and set proper permissions. Customer’s area is fully separated from the admin area. Clients have their own client portal with all financial data from your company presented in clear view.

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Invoices

Seegate ERP allows you to keep in track your invoices, items and generate reports. Add new currencies, using multiple currencies is allowed by previously setup customer currency. Invoice with different tax based on item.

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Recurring Invoices

Create recurring invoices that will be re-created automatically without you lifting a finger, based on the specified period for the recurring invoice. The period time could be days, weeks, months or years.

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Recurring Expenses

Creating recurring expenses. Set up a recurring expense and the expense will automatically be re-created after the specified period. The period time could be days, weeks, months or years

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Estimates

Create estimate within a minute, sent to your customers and wait to accept, add notes for better organization for your next actions, create reminders. Ability to auto convert the estimate to invoice after customer accept.

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Proposals

Create good looking proposals for leads or customers and increase sales. Receive notification when proposal is accepted/declined and auto send thank you email to your customer after accepting the proposal. Proposal overdue notice before X days available.

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Online Payments

Receive payments from Paypal, Stripe, Mollie, Authorize.net, 2Checkout, PayU Money and Braintree, we have implemented payment gateways that are available in most of the countries.

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Projects

Manage projects and track time spent on project for each staff member. Record project expenses and invoices and bill your clients faster. Professional Gantt Chart included for each project and staff member.

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Milestones

Create milestones for projects and track time spend based on milestone. Ability to Drag and Drop tasks between milestones.

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Contracts

You can add new contracts based on your clients. Adding contracts is very simple, you can set start date and end date and have clear view of all your company contracts in one place. You wont need anymore to search in your desk documents. Create PDF contracts and send to your customers from ERP. Contract overdue reminders available.

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Tickets

Great support ticket system with auto response, private ticket staff notes, ticket assignments, attachments, predefined ticket replies, insert knowledge base link, ticket priorities, ticket statuses. Feature for auto importing tickets via Email Forwarder/IMAP method included. Let your customer reply and create new tickets via email, without accessing the client portal.

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Departments

Assign your staff to specific departments and ability to auto import tickets by department email.

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Custom Fields

Custom fields can store extra information for customers, leads, tickets, invoices, company, estimates and more.

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Staff Reminders

Setup staff reminders for staff member with ability to notify by email and built-in. Reminders are available for important features.

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Events

Create private or public events. Receive notification when an event is coming built-in and email.

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Staff Roles & Permissions

You can give staff a specific permissions what can do or can’t do. Role permissions can be overided for each staff.

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Personal Todo

Every staff member can have their own personal todo dashboard which will allow your staff member to easily organize the their work.

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Staff

Manage all your staff members from one place.

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Company Newsfeed

Share great company events, upload documents, easy employees communications.

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Staff Tasks

Assign task to multiple employees, add task followers, task comments allowed, task attachments. Link tasks to many ERP features and stay organized.

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Recurring Tasks

Create tasks that will be auto created for a given period.

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Surveys

Create surveys with one click. Send to staff, leads, clients or manually created mail lists. Increase customer retention via built-in Surveys.

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Knowledge Base

Add knowledge base articles from text editor. “Did you find this article useful?” vote included in clients area.

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Media Library

Upload files in media library. Each staff member that is not admin have their own folder for uploading files.

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Auto Backup Database

Setup auto backup database each X days to prevent losing your important data.

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Sensitive data is encrypted

ERP encrypts all sensitive data in the database with unique encryption key. Encryption performed on email passwords, api keys, api passwords etc..

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Server Side Datables

ERP is using serverside datatables to perfectly handle large databases.

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Responsive

ERP is fully responsive. You can easily access your data from mobile or tablet.

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Activity Log

Track all staff activity. Adding new items, creating, deleting.

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Reports

Reports
Sales
Expenses Report
Reports by customer
Custom date picker
Leads Conversions
Knowledge base articles (Track if your article is usefull to clients, improve text based on votes)

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CRM Cloud System Demo Details

Admin Login :
CRM ADMIN
Username : demo@udyogmart.com
Password : demo@123
………………………………..

Customer Login :
CRM Customer
Username : demo@gmail.com
Password : 12345

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