![]() WhatsApp (Android) Integration WhatsApp Campaigns and Chatbots using your Android phone, tightly integrated with Sangam CRM. Monitor Turn around Time (TAT) Monitor your TAT (Turn around time) which your team takes to respond and resolve the tickets.Ībility to send bulk messages to contacts/leads in CRM using campaign module / List view.ĭrip Marketing Campaigns for Email/WA/SMS Create Drip marketing campaigns using WhatsApp, Email & SMS to your leads / contacts RMA (Replacement Material Authorisation) RMA (Replacement Material Authorisation) manages entire Replacement process. Projects Track / Manage Projects, multiple teams, multiple time lines, multiple tasks Time/Cost Analysis Track time, resource (human cost) spent on any particular ticket, opportunity, contract, or even client. They can respond with single click directly from their email. Smart Feedback Send Smart-Feedback Email to customer when case closes. Helps take benefit of Support team to improve product development. Service Level Agreement (SLA) Advanced Internal and external Service Level agreements, which is required to manage Enterprise clients.īug / Feature Request tracking Tracks bugs or feature requirements for your products. Inbound Email / SMS to Ticket Automatically create Ticket from inbound Email/SMS directly. Tickets Ticket is rasied in CRM for solving problems, which can assigned to right person for taking corrective action. Sales Forecast Reports Weekly, monthly, Quarterly, and custom sales forecast to help you manage your sales team and sales process effectively. Lead/Opportunity Aging analysis Ageing analysis is an important parameter indicating health of your sales process. Reply to your customer queries, even when you are away. WA Chatbots WhatsApp Chatbot to take your business on auto-mode. This makes it easy to track the sales funnel. Sales Stages / Funnel Sales stage helps you define sales process and pipeline (funnel). Eg: Calls, Messages, Emails, Docs, attachments etcĪutomated Follow-ups (Lead nurturing) Send automated messages (WA, SMS, and emails) to your leads/prospects Yearly, quarterly or custom period, with automated reminders and feedback mechanismĬompanies / Accounts Master records of your clients, vendors, competitors, agents, partners and all the companies that you are in touch with.Ĭontacts / Persons Master records of actual people, these are associated with companies, where they work.Īctivities / tasks / Docs / Attachments All kinds of activities, automated & manual. Product Master Unlimited product masters, which can be used in quotations, support Cases.Ĭontracts / AMC Manage recurring income from your clients. Also useful in support cases, Contracts etc. Product Category Product category helps you manage the funnel and sales process effectively. Multiple versions of quotations available. Quotations Quotations with multiple line items, Taxes, discounts and terms and conditions. Opportunities Unlimited Opportunities (qualified enquiries), ![]() Manage all the follow up and comments (changes) in one place. Additionally, we looked at other essential product attributes, such as features, pricing, and customer support availability.Create unlimited leads to capture all the enquiries that you receive from all the resources.įollow up / Comments Follow up is the most important part of any business process. These basic products offer a clean layout with modern color schemes and simple button placement for navigability and a solid user experience. When choosing the best CRM, we narrowed down our list to simple CRM systems for small businesses to those with an intuitive interface and require a minimal learning curve to operate. Visit Streak How We Evaluated the Top Easy CRM Systems On top of that, you can centralize collaboration, tasks and pipeline monitoring, lead tracking activities, and mass emailing efforts in one space. ![]() By integrating the core CRM features in the Gmail inbox, you save yourself the extra time to master a new interface in one go. ![]() Streak redefines CRM simplicity by leveraging people’s familiarity with the use of Google Workspace. Streak CRM tools access in Gmail inbox (Source: Streak) Our Expert Opinion
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