A cloud-based CRM launcher that is incredibly versatile and can seamlessly integrate into your sales processes. It's the perfect solution for businesses of all sizes and industries, enabling them to optimize their sales strategies like never before.
As your business grows, so do your leads. It’s great! Your business is doing well. It can become overwhelming if you don’t opt for routine tasks. It can result in many benefits, like capturing a business opportunity without a miss, more visibility into your sales process, and getting your entire sales team on a single platform
Score and profile the prospects.
Do region-specific lead categorization.
Get information on the source of your leads.
Improve your conversion rate by prioritizing the hot leads.
All information in one single dashboard with controlled accessibility
Generate reports on sales, leads, and progress of tasks Track the performance of team members Deal Pipeline & Activities Reports
Repetitive tasks on automation like bulk emailing, sms services, etc
Attach images, videos, and audio files and access them within a centralized database
Share and collaborate with team members and keep track of different versions of the same file
Maintain access control on files to avoid a data breach. Keep the data private and secure, especially if you handle sensitive information
Flexible enough to adapt your sales processes to any scale of businesses
Accelerate your sales processes while making them more organized and productive
Get real-time access to all your sales data - including partners and opportunities
There are many more things you can get from your CRM software
Find valuable data on the source of your leads. The analytical capability of the CRM software will give you reports right in one place. Find all the necessary information like lead source, quality of leadership, and the number of times a lead opens the source.
Store details of your accounts in one place. Track the history of quotes and invoices etc., related to your accounts. Find old interactions relevant to your accounts quickly and speed up the process otherwise, taking effort and time.
Store contact information in one place. Assign the contacts to different team members. Access the contact details from one dashboard for different team members. Track the progress of each contact from a centralized platform.
Store and manage leads as per the status of each lead. Assign the leads to respective team members and follow up for each lead easily through a single dashboard accessible to all team members. Meanwhile, have control over accessibility for different teams.
Keep a record of the interactions with your customers. Manage and find the interactions based on customer profiles all in one place. No need to co-relate data manually. All relevant information will be accessible through a click on a single dashboard.
Generate custom reports based on your business needs. Analyze the data and get insights into the performance of your sales efforts. Use the reporting feature to identify gaps in your lead generation and conversion process and take necessary actions to optimize your strategy for better results
Lead Management CRM is a tool designed to help sales teams manage their leads efficiently. It provides a centralized platform to capture, categorize, and prioritize leads based on their potential, automate repetitive tasks, and track the progress of leads through the sales pipeline. Lead Management CRM allows your sales team to close more deals, manage leads efficiently, and grow your business.
Yes, Orgzit Lead Management CRM is highly customizable and can be adapted to fit different businesses' unique sales processes and requirements. It offers flexibility regarding lead categorization, task management, and integration with other tools and platforms.
Lead Management CRM suits businesses of all sizes, from small startups to large enterprises. Its scalability and flexibility make it an ideal solution for businesses that want to streamline their sales processes and manage leads more efficiently.
Yes, Lead Management CRM provides real-time access to all your sales data, including leads and opportunities and performance metrics for each team member. It allows you to track the progress of tasks and deals through reports and analytics, enabling you to identify areas of improvement and optimize your sales processes.