Contact Management
- Source Tracking
- Contact Grouping
- Track Referral Partners
- Excel Upload
- Excel Download
- Column Selector
- Automatic Birthday Wishes
- Automatic Anniversary Wishes
- Quick Sort
- Smart Filters
- Quick Search
Lead Management
- Add Lead & Contact Quickly
- Source Tracking
- Lead Assignment
- Lead Status
- Configure Average Lead Conversion
- Lead Age Tracking
- Interaction Tracking
- Categorize Your Leads
- Graphical View - Open / Closed Leads
- Graphical View - Monthly Views
- Graphical View - Lead Sources
- Assignment Report
- Status Report
- Sources Report
- Automatically send profile / catalog
- Automatically send emails
- Sort Leads as per Lead Age, Assigned, Status
- Filter Leads as per Lead Age, Assigned, Status
- Excel Upload / Excel Download
- Quick Search
- Column Selector
Task Management
- Configure Standard Tasks
- Set task to be added automatically
- Set task to perform automatically
- Kanban View
- Daily Reminders
- Weekly Reminders
- Configure Task Types
- Task Tagging
- Task Notes
- Speech to Text - Notes (NEW)
- Add to Calendar
- Track connections required
- Sort Task as per Priority, Due Date, Assigned, status
- Filter Task as per Priority, Due Date, Assigned, status
- Excel Download
- Quick Search
- Recurring Task
User Management
- Manage Users
- Access Rights
- Assign Leads
- Assign Tasks
- Review Performance
- Manage ContactGroup
- Manage TaskType
- Manage LeadStatus
- Manage Categories
- Manage Sub-categories
- Manage Template
- Manage Quatation
- Contacts Export to Excel
- Leads Export to Excel
- Task Export to Excel
- Contacts Delete
- Contacts Disable
- Multi-level User Hierarchy
- Multi-level Reporting
SMS
- Configure SMS
- SMS Templates
- Auto send SMS
- SMS Report
- Configure Whatsapp
- Whatsapp Templates
- Auto send messages
- SMS Report
- Personalized Email
- Use your existing Email
- Configure Your Email
- Email Templates
- Auto Email
- Email Signature
- Email Report
- Visible in your Sent mails
Training
- In Person
- Online
- Videos
- Self Starter Kit
- Documentation
Integrations
- Webhook Integration
- Email Integration
- Calendar Integration
- SMS Integration
- Whatsapp Integration
- Website Integration
- IndiaMart Integration
- Facebook Integration (Upcoming)
- JustDial Integration (Upcoming)
- LinkedIn Integration (Upcoming)
- Google Integration (Upcoming)
Security
- 256 Bit SSL - Secure Site
- Secure Connection
- Authentication
- Authorization
- Secure Data
- Encrypted Data
- Geo-located Data Backup
- Access Rights
Automation
- Configure Rules
- Manage Events & Actions
- When This happens Then do That
- Automate Notifications
- Automate Reminders
- Automate Reporting
- Daily Auto Report of Pending Tasks
- Weekly Auto Report of Summary
Mobile App - Android
Mobile App - IOS (Upcoming)
Global Search (upcoming)
- Search Contacts
- Search Leads
- Search Tasks
- Search To-dos
- Search Notes
- Search Emails
- Search Anything
Configure
- Users
- Contact Groups
- Contact Sources
- Lead Types
- Task Types
- Standard Tasks
- Auto Tasks
- Email Templates
- SMS Templates
- Whatsapp Templates
- Manage Lead Category
- Manage Lead Sub-category
- Manage Lead Status
Referral Rewards
- Refer LeadVictor
- Get Rewards
- Redeem Rewards
- Referral Report
Constant Engagement
- Regular EduSeries
- Regular Tips
- Dedicated LeadVictor Coach
- Monthly Summary
Quotations (Add-on)
- Manage Quotations
- Assign Task as Create Quotation
- Quickly access Quotations for every lead
- Generate Quotation as PDF
- Attach Quotation PDF in the Email
- View multiple quotations for a lead
- Configure Product/Service Categories
- Configure Product/Service Sub-categories
- Configure Prices
- Set Discounts
- Auto-computed GST/VAT
- Configurable Terms & Conditions
- Configurable Header & Footer
- Auto-add bank details, Payment links, and QR Code in the Quotation
- Create your own unique Quotation format
One Click Snapshot (NEW)
- Get overall insights with one view
- View Leads Status (Open / Closed / WIP)
- View Top Lead Sources
- View Tasks Status (Done / Done after Due Date / WIP)
- View Tasks Types Summary
Addon
- Additional Templates
- Call Utility
