This is an instrument to develope reports, import/export contacts, carry out analysis, and to perform segmentation of the target audience as exactly when needed. Contacts and leads can be divided among managers and executives, can analyze the performance of executives, and access permission to any deal or lead can be varied depending on its status or other parameters.
A quick look at the sales stages will give an idea of the transactions in progress and their stages. Stages can be easily added and each one will displayed within sales. More importantly you can have unlimited sales pipelines and build multiple sales if you have several products in line or multiple branches.
Dashboards in CRM are instant updates of all sales activities and the processes. Each agent can see how many deals they’ve won, how many clients haven’t been invoiced yet, agent’s rating in comparison with other sales team members and so on. Dashboards are currently available for deals, leads & invoices and are in the process of being added to all other CRM entities (Contacts, Companies).
-Add items from product catalog or manually
-Convert quotes to CRM documents (invoices)
-Print or email quotes
Mobile CRM application is developed for the executives.Allows creation or editing of CRM entries and invoices directly from a mobile device. You can use the product catalog, browse client records, and even make calls from your Mobile CRM. Also displays daily tasks and updates.The executives can update the various sales stages and managers can see this on the dashboards. The mobile also allows to send emails and dsplays the location client through google maps.
Email marketing is free in this CRM. Send individual or group emails to a list of leads, contacts, or companies. Each CRM manager can use a separate email account or you can assign a single email address to be used by all.
Message templates, mail merge and integrations with most popular email marketing platforms are available as well.
SysBiz gives my team the ability to keep track of our customers and keep the relations unhindered.The software has helped us improve our customer service and hence our customer satisfaction. This has helped us in increasing our overall service ratings.