Platform for the customers who are looking to automate the entire sales process from prospecting to closing to relationship nurturing in their organisation at a cost effective way in a minimum Timeline.

Choose a Best fit For you

Account Management
Contact Management
Leads Management
Opportunity Management
Product Management
Quote Management
Dashboards & Reports
Chatter
Task Management
Visit Management
Advance Weekly Plan

What you get…..

Account

20 custom Fields, Standard Account Hierarchy, Margining account, Mass transfer and delete account. One test email notification on account creation

Contact

10 custom Fields, Mass import, update features

Leads

custom 20 Fields, Lead conversation, Lead Status, Lead Scoring, one web to lead form

Opportunity

Custom 15 Fields, 1 Sales Process, 1 text email notification on closed/won opp., 1 text email notification on closed/ lost, Opp Line Item: 5 custom Fields, discount, quantity

Opp Line Item

5 custom Fields, discount, quantity

Product

5 custom Fields, Active/Inactive Features, Product Family

Visit Management

  • Visit Planning
  • Check in/Check out Planning
  • Expense Management/Sheet
  • Attendance

Product Price

5 custom Fields, manage product pricing

Quote Management

5 custom Fields, 1 PDF quote template with company branding

Dashboards & Reports

10 Custom reports using salesforce report wizard and 2 dashboards

Chatter

to share or follow any items

Attachment

Features to add any attachment with account, contact and opportunity

Tasks

Features to add any tasks with account, contact and opportunity

Advance Weekly Plan

  • Daily Plan
    • Day Activity
  • Check in/Check out Planning
  • Adoc Activity
  • Approval at Plan
Enquire Now
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lets get over a cup of coffee and discuss!

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