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What is 365 Lead Management CRM?
As per the business, the first priority is always customers. Managing information about them, all the leads from all sources and all details related to business flow used to be easy and handy. you need to get complete visibility into sales and marketing leads in an organized manner. As you grow more and more, more leads generated, more deals and relationships will be build. For that, more spreadsheets, sticky notes and word documents need to be properly managed, right? But that just aren’t work out for the task. You need to have a 365 Lead Management CRM platform in place if you want to make the most of prospects who are interested in your product or service. 365 Lead management CRM platform is a systematic process in which all the opportunuties of your business are qualified, analyzed, and nurtured by time to time, so that they can be converted into progressive business.
Loved by 2000+ Customers
Events & Follow-Ups
Set up tasks to monitor things like 'to-dos' or 'follow-ups', delegate them to your team members, schedule meetings in a single click, keep a record of meeting notes or phone calls by lead or CRM account to stay on track. Tasks and events are linked to the opportunity’s page so that their information is always just a click away.
Challenges with Lack of Lead Management CRM
Lack of lead details
because of sales and marketing teams cannot view customers as a total of their touchpoints, Customers often have poor experiences and that reflect some of bad business.
Difficult to convert leads
Due to lack of proper follow ups and timely tasks, Your sales and marketing teams miss follow-ups, send delayed responses to queries, and test customers' patience.
Lack of lead nurturing
Your team does not understand the prospects' requirements and hence are unable to communicate on time and build lasting relationships.
Duplicate leads
Your CRM or spreadsheet is filled with duplicate lead entries, which might result in essential leads slipping through the cracks.
Manual lead qualification
Your team doesn't have a process or methodology to qualify/disqualify by priority based leads, thereby losing productivity.
No insight into lead’s activities
If there isn't any proper tracking of leads or customers, effects long term business grow.
Invoices Through CRM
365 Lead Management CRM for small businesses allows you to instantly create and manage professional invoices. Customer data from the 365 Lead Management CRM are automatically inserted into an invoice once you select the appropriate contact or opportunity. Automate and enhance invoicing processes while creating strong relationships with clients!
365 Lead Management CRM Features
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Our 365 lead management CRM dashboard typically includes today’s leads, events, meetings and its reminders. One can also add sticky notes for their own convenience which will be visible to their dashboard only. The graphs of lead status and lead source are available on the dashboard. The calendar section of the dashboard shows activity highlights and all the events, leads Follow up, reminders and meetings are visible as per their scheduled date and time.
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The latest feature, CRM notes, serves as your post that shows on your dashboard. You can add an unlimited number of text notes to the 365 Lead Management CRM and use CRM notes to make things remembered at any time. This is a fantastic way to highlight the most important tasks without disturbing CRM data.
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• Convert leads into deals and contacts.
• Get notified when a lead needs attention.
• Nurture high intent Leads with timely follow-ups.
• Track your leads through different stages of their process.
• Leads can be assigned to other staff members.
• Get History Feed to track activities and work done on a lead.
• Capture leads from IndiaMart or from other websites.
• Engage with leads across multiple touch points using telephone, email, Whatsapp and SMS.
• Analyse and track key information on leads.
• Upload and download all relevant documents associated with a lead.
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Helps you to manage the customer cycle for your business in one 365 Lead Management CRM. Use task management software for all team members. Add Task, Assign Task, priority levels, attachments, descriptions, Date Duration, and work Status to better sort through your tasks. All your team can see at a glance what’s to be done and who’s responsible. Every team member in CRM has a task list. CRM takes care of notifying whomever the task is assigned to and providing reminders if necessary.
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• 365 Lead Management CRM will show you the reminders for any kind of call, interview, meeting, appointment etc.
• The reminder is concerning the next activity date with time.
• Stop the reminder whenever you want.
• The lead management software will remind you about the follow-ups when you are using the CRM. We will make sure that you will never miss a follow-up.
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Our 365 Lead Management CRM allows Users to create a record of any Meeting that they have been involved in. The Meeting scheduler allows a set reminders, reschedule and relate to other modules. This module has many more helpful functionalities that assist the User to plan and organise their Meetings.
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A CRM at its core is a customer relationship management, a CRM that helps you manage and track relationships with your leads, customers, and partners. Our CRM would focus on helping you manage leads. You can convert leads into active customers. It shows the data of active as well as inactive customers. A customer/lead management process uses complex systems, and the complexity increases as you grow. In a data-driven framework, there are different aspects to management that the CRM can’t fulfil at its core, and this is where our CRM modules come in. It also enables you to export data of your customers.
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You can add staff members as per the package you pursue and can also active/inactive members as per your convenience. Different activities can be assigned to them and track their activity through our 365 Lead Management CRM.
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• Best Lead Management CRM with chat module.
• Establish 24*7 live chat assistance.
• Quick response to queries on time.
• Create groups according to your project requirements.
• Chat integrations help your team stay updated in real time updates from 365 Lead Management CRM. -
Attendance module is CRM’s one of the most important CRM modules. It enables you to track the attendance and working hours of employees at work in the office or remotely
App Features
- Lead Management
- Lead Enrichment
- Lead distribution to staff
- Lead Nurturing
- Customers
- Tasks
- Personalization
- Common Templates
- Additionals
- Platforms
Streamline Your Sales Process with 365 Lead Management CRM
Capture Leads
Capture and add leads easily across all channels including your own business profile on 365 Lead Management CRM.
Lead Capture Form
A fully customisable form that can be embedded into your website to capture leads directly.
Add Custom Fields
Capture more than just emails and phone numbers with unlimited Custom Fields for all your pipelines.
Multiple Sales Pipelines
Manage sales pipelines for different products and services. Move leads easily within pipelines.
Manage Unlimited Stages
Customize lead stages according to different pipelines and manage them to never miss out on a follow-up.
Label Every Lead
Label and tag every lead by source, personas, business type and more for one-click filters and reports.
Send Emails/WhatsApp
Send and manage all communication to your leads via Email, chat or WhatsApp from within 365 Lead Management CRM.
Intelligent Insights & Reports
Actionable turnaround time insights and weighted pipeline report to calculate sales and revenue probability.
Multiple Team Members
Add multiple team members, assign leads to sales reps and control their access levels.
Automate Follow-ups
Make your leads travel faster down the pipeline with personalized messaging and follow-ups.
Leave Internal Notes
Capture every relevant interaction and add relevant context for your team with private internal notes.
Send Quotations/Invoices
With our 365 Lead Management accounting and inventory suite, drive conversions and revenue faster and easier.
Lead Capture on Autopilot
Sit back and relax while we handle the lead capture for you. Just embed our web forms on your website or share them as a link, and let the leads automatically pour into CRM. You can also integrate your IndiaMART, TradeIndia, Wordpress Website and Facebook leads and distribute leads to your teams based on the status of their self-serve applications. If the application is complete and qualified, transfer directly to the application processing team. It saves your team's time by eliminating redundant follow-ups. You can also automatically assign follow-ups in real-time if a lead drops on a certain page of the application form.
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