SFA application with Dashboard and Report, beat planning, field employee tracking including visit plan management creates streamlined sales process to manage business leads, sales forecasts and team performance.

Gear up your sales Process with sales automation with smooth Lead management, lead smart reporting & Sales forecasting with lead journey tracking.

Grow your marketing tasks with Smart Task Management, campaign management & smarter and Flexible Workflow to get the full visibility on marketing performance.

Our meeting management app for field employee that helps you arrange more meetings, and close more leads at a faster pace with End – to – end meeting management. This includes planning, scheduling, and controlling your every meet ups. Analyse events, monitor opportunities, and create reports in a single click by Advance Analytics

Get daily in - built report that helps to stay update regarding sales figure, achievement, employee performance etc.

Customize the standard reports as per buiness need.

Stay informed with highly customizable activity feed, that gives important insights on all sales activity

Monitor the track whole sales processes with smart pre-defined dashboard.

Customise your dasboards as per your business need

Multiple built-in tools are available to visualize & customize all business data.

Measure sales performance by customizable reports or kpis from admin as per need

Forecast sales achievement through advance model implementations on all the current lead based on pipeline of potential deals.

Get in depth business insights with time stamp and geo location to track every detail based on geographical location division.

Get notified on some pre defined daily activity in compact form

Generate a customised view by advance filtering different data points

Get easy access to all the important day-to-day activities and metrics right from homepage.

Achieve a robust incentive management system that helps to plan and calculate compensation

Remote assistance capabilities is integrated so no potential customer can be missed

Get alert and notified for every action on the basis of pre defined conditions.

Advance report engine has been designed to sell smarter, monitor progress to achieve goals by identifying problems.

Take advantage of social media channels to connect, understand, and achieve prospects and customers

Seamlessly integrate our application with any ERP system or any application that you are using.

Integrate all activities directly with google mail, outlook. And achieve hassel free meeting and scheduling activities.

Manage communication with call centre integration, wchic even help in direct data collection.

Set target for employee and track their performance with added monitor.

Get notified on advanced analytics and significant reports rather than usual daily updates

Based on sales history get predictive insights on customer segmentation & target your customer more accurate

Based on sales history get predictive insights on customer segmentation & target your customer more accurate

Based on sales history get predictive insights on customer segmentation & target your customer more accurate

Based on sales history get predictive insights on customer segmentation & target your customer more accurate

Based on sales history get predictive insights on customer segmentation & target your customer more accurate

Based on sales history get predictive insights on customer segmentation & target your customer more accurate

Based on sales history get predictive insights on customer segmentation & target your customer more accurate

Based on sales history get predictive insights on customer segmentation & target your customer more accurate

Based on sales history get predictive insights on customer segmentation & target your customer more accurate

Based on sales history get predictive insights on customer segmentation & target your customer more accurate

Based on sales history get predictive insights on customer segmentation & target your customer more accurate

Based on sales history get predictive insights on customer segmentation & target your customer more accurate

Based on sales history get predictive insights on customer segmentation & target your customer more accurate

RPA enbled workflow management manage all the activity for successful business execution.

Through the smart BOT each lead is fed directly into the CRM system from multiple data sources like messages, calls, emails, and even social media campaigns.

Automatically a new lead will be assigned to sales reps bsed on multiple criteria like lead location, priority, query type etc.

Configure & update lead information which reduce errors, and improve data quality with sequential forms.

Automated data capturing makes free up sales reps valuable time. And creates accurate database for further reporting.

Collect & capture informations from multiple emails and enter into the CRM automatically so sales teams can focus on next activity for any lead

Perform automated report generation and notification in a perticular time laps.

All the approval system for the processes are available at admin configuration.

All the necessary records can be approved by the authorised people.

Access the admin control and get a view of hierarchical data. Add, manage, and delete data while delivering personalized experiences.

Configure and approve all validation rules by all users at admin

Control your CRM users'activity

From admin consol users roles can be added / changd

Access & Manage what your users can see and access inside your CRM based on the roles you define.

Your team can access their CRM account from pre defined, approved Ips.

Have Control on which users can see and access what informations / reports inside your CRM based on your organization's hierarchy.

we maintain security on your data security with powerful encryption