Quotation Management

• Real-Time Quotation Tracking: Monitor the status of your quotations effortlessly. Know how many are in process, approved, or pending.
• Payment Progress Monitoring: Stay updated with detailed payment tracking for every project (e.g., 58% payment received out of 100%).
• Pre-Formatted WhatsApp SMS: Seamlessly interact with your customers by sending automated, pre-formatted WhatsApp messages at critical stages of the process.
• User-Specific Logins: Provide individual logins for your team members, ensuring secure and customized access to the system.

Easily Create and Send Quotation

Lead Tracking

• Pipeline Management: Effortlessly manage leads through a customizable pipeline, allowing for a clear overview of sales stages.
• Customizable Sales Pipelines: Adapt your pipeline to match your sales process with custom stages and workflows for optimal lead nurturing.
• Sales Tracking: Get insights into your sales activities and outcomes with detailed reports and analytics.
• Net Metering Tracking: Easily track net metering processes to ensure smooth project approvals and installations.
• Project Delivery Monitoring: Stay on top of project timelines with tools to track every stage of delivery, from initiation to completion.
• Lead Source Tracking: Know which marketing channels bring in the most conversions and optimize your efforts accordingly.
• Conversion Rate Analytics: Monitor your conversion rates and lost leads with powerful graphic charts that provide actionable insights.
• Lost Lead Analysis: Understand where leads drop off and why, helping you fine-tune your strategies to reduce losses.
• Lead Assignment & Team Collaboration: Assign leads to team members, track activity, and collaborate efficiently to close deals faster.
• Automated Follow-Ups: Schedule and send follow-up reminders, and tasks automatically to stay on top of customer interactions.

No Traning Required For New Employee

Our CRM system is designed to eliminate the need for training new employees. With all processes clearly defined in an intuitive pipeline, new users can easily grasp the workflow by analyzing the visual charts. This streamlined approach ensures that employees can quickly understand and engage with the system, boosting efficiency and reducing onboarding time. No prior training is necessary, making it easier to get started and focus on achieving business goals.