- Manage Contacts
- Manage Tour Inquiries
- Determine next action – Monitor Tasks performed on every enquiries e.g. Packages sent, Visa documents requirements sent
- Automated tasks – Send company profile, tour packages, success stories automatically as soon as you add a lead.
- Save time & standardize the procedures – Save recurring communication as templates e.g. tour packages, visa documents, travel checklists etc
- Never miss out the important tasks – Get high priority task in daily email
- Make a good impression with regular follow ups – get all open leads at your finger tips.
- Share success stories with your contact groups and prospects.
- Don’t miss out getting your ASKS – add a task as “Contacts Required” for future business growth.
- Track Referral Partners and be in constant touch with your referral partners.
- Track the leads sources (Website, Google Ads, Networking Forums)
- Daily reminders of the priority tasks.
- Weekly summary of the actions performed.
DO YOU KNOW?
- How many of your LEADS are STILL NOT CLOSED?
- How many PROPOSALS sent for every LEAD or What ACTIONS have been taken to CONVERT those leads?
- Which LEADS are OPEN for how many DAYS?
- For which Corporate / SME your are working on?
- From which SOURCES you get more BUSINESS?
- Do you have to REMIND yourself or your sales executives to follow-up?
- Are you spending more time ASKING SAME QUESTIONS to your clients / Prospects?
- Do you have a STANDARD PROCESS to manage leads?
- Are you in constant touch with your CLIENTS & PROSPECTS?
Know Your Contacts
Categorized into GROUPS for effective communication
Save Redundant Reusable Information Using Templates
- Manage Contacts
- Manage Contact Groups – like training topics – Sales Training, Women Safety & Soft Skills etc.
- Determine next actions – Determine training needs, align a trainer, schedule & conduct the training.
- Manage Training Sessions – Single / multiple training sessions as per annual training calendar.
- Assign Training to trainers.
- Automated tasks – Send company profile, Training Event / Summit information / reminders, Annual training calendar renewal reminders. Knowledge updates on various educational topics.
- Don’t miss out the important tasks – Get high priority task in a daily email (Send delivery email, Invoices email)
- Get all open leads at your fingertips.
- Share success stories with your contact groups.
- Track the leads sources (Networking Groups, Website, Google, Facebook)
DO YOU KNOW?
- How many of your LEADS are STILL NOT CLOSED?
- How many PROPOSALS sent for every LEAD or What ACTIONS have been taken to CONVERT those leads?
- Which LEADS are OPEN for how many DAYS?
- For which Corporate / SME your are working on?
- From which SOURCES you get more BUSINESS?
- Do you have to REMIND yourself or your sales executives to follow-up?
- Are you spending more time ASKING SAME QUESTIONS to your clients / Prospects?
- Do you have a STANDARD PROCESS to manage leads?
- Are you in constant touch with your CLIENTS & PROSPECTS?
Know Your Contacts
Categorized into GROUPS for effective communication
Save Redundant Reusable Information Using Templates
- Manage Contacts
- Manage Leads as per requirements.
- Share list of services with your new & existing clients.
- Perform timely followups.
- Identify which customers does not take which services so that you can up sell.
- Determine next actions – what actions to be taken to close the lead.
- Create a template of standard list of documents required to initiate the investments.
- In case of insurance, add future tasks for the renewal of the policy or for the payment of the premium.
- Share the details to specific groups like PMS, MF SIP, Term Insurance, Medical Insurance, Group Insurance etc.
- Don’t miss out the important tasks – Get high priority task in a daily email (Send delivery email, Invoices email)
- Get all open leads at your fingertips.
- Share success stories with your contact groups.
- Track the leads sources (Networking Groups, Website, Google, Facebook)
DO YOU KNOW?
- How many of your leads are STILL NOT CLOSED?
- What ACTIONS have been taken to CONVERT those leads?
- Which LEADS are OPEN for how many DAYS?
- Which SALES EXECUTIVE is working on what leads?
- From which SOURCES you get more BUSINESS?
- If you have missed a FOLLOWUP? Do you have to REMIND yourself or your sales executives?
- Are you spending more time ASKING SAME QUESTIONS to your clients?
- Are you LOSING out on ADDITIONAL BUSINESS because your clients are often not aware about various services you provide?
- Do you have a STANDARD PROCESS to manage leads?
- It is easy to share SUCCESS STORIES with Prospects / Clients / Referrals Partners.
Know Your Contacts
Categorized into GROUPS for effective communication
Save Redundant Reusable Information Using Templates
- Manage Contacts & Leads & Tasks
- Monitor the Actions Performed on the enquiries (Resume Shared, Candidates shortlist, Interviews, Offer letter, Joining Date).
- Determine Next Actions to be done on the inquiries
- Monitor & Track all the tasks performed on every inquiries (JD Acquired, Resume Shared, Interviews scheduled, Follow-ups, Offer letter sent, Candidate confirmation, Candidate Joined, Invoice Raised, and Payment Received).
- Automated tasks – Send Job Description Form as soon as you add a new lead.
- Save time & standardize the process – Save recurring communication using templates.
- Never miss out the important tasks – Get high priority task in Daily Email / Calendar.
- Make a good impression with regular Follow Ups – get all open leads at your fingertips.
- Create Contact Groups like Clients, Business Group, Referral Partners. And Share news, events & information with your contact groups.
- Get Weekly Summary of the actions taken / tasks completed / pending etc.
- Track Referral Partners and be in Constant Touch with your referral partners
- Track the Leads Sources (Website, Google Ads, Networking Forum and Existing Clients). And assign leads to your sales executives.
DO YOU KNOW?
- How many of your LEADS are STILL NOT CLOSED?
- How many PROPOSALS sent for every LEAD or What ACTIONS have been taken to CONVERT those leads?
- Which LEADS are OPEN for how many DAYS?
- For which Corporate / SME your are working on?
- From which SOURCES you get more BUSINESS?
- Do you have to REMIND yourself or your sales executives to follow-up?
- Are you spending more time ASKING SAME QUESTIONS to your clients / Prospects?
- Do you have a STANDARD PROCESS to manage leads?
- Are you in constant touch with your CLIENTS & PROSPECTS?
Know Your Contacts
Categorized into GROUPS for effective communication
Save Redundant Reusable Information Using Templates
- Manage Contacts
- Manage Leads
- Monitor the Actions Performed on the inquiries.
- Determine Next Actions to be done on the inquiries
- Monitor & Track all the tasks performed on every inquiries.
- Automated tasks – Send company profile, success stories automatically as soon as you add a new lead.
- Save time & Standardize the procedures – Save recurring communication as templates.
- Never miss out the important tasks – Get high priority task in Daily Email.
- Make a good impression with regular Follow Ups – get all open leads at your finger tips.
- Make Contact Groups like Clients, Business Group, Referral Partners, Friends.
- Share news, events & information with your contact groups.
- Get Weekly Summary of the actions taken / tasks completed / pending etc.
- Track Referral Partners and be in Constant Touch with your referral partners
- Track the Leads Sources (Website, Google Ads, Networking Forum)
- Assign leads to your sales executives.
FEATURES – REALTY SECTOR
- Manage Contacts (Clients / Leads)
- Manage Leads as per requirements (Buy / Sell / Residential / Commercial).
- Manage Visit and Re-Visit schedules for the property display
- Manage leads status - stages, New Lead, Qualified, Prospecting, Site Visit, Discussion, Deal Closed.
- Don’t miss out the important tasks – Get high priority task in a daily email (Follow up / Site Visit / Registration).
- Perform timely follow-ups for site visit / re-visit
- Determine next actions – what actions to be taken to close the lead. Offers / Discounts / Negotiate etc.
- Create a template of standard list of documents required for the registration.
- In case of property on rent, add future tasks like agreement renewal or to find a new tenant etc.
- Share the details to specific groups like Investors / Individual Buyers / Sellers / Commercial / Residential / Area etc.
- Share list of upcoming projects / new offers / new schemes / RERA News etc with your clients & prospects & contacts.
- Get all open leads at your fingertips.
- Assign Leads to Sales Executive
- Track the leads sources (Networking Groups, Website, Google, Facebook, Housing.com, 99Acers, Magicbricks.com)
DO YOU KNOW?
- How many of your LEADS are STILL NOT CLOSED?
- How many SITE VISITS done for every LEAD or What ACTIONS have been taken to CONVERT those leads?
- Which LEADS are OPEN for how many DAYS?
- Which Real Estate Agent / SALES EXECUTIVE is working on what leads?
- From which SOURCES you get more BUSINESS?
- If you have missed a FOLLOWUP? Do you have to REMIND yourself or your sales executives?
- Are you spending more time ASKING SAME QUESTIONS to your clients?
- Do you have a STANDARD PROCESS to manage leads?
- Are you in constant touch with your clients / investors?
Know Your Contacts
Categorized into GROUPS for effective communication
Automated Redundant Administrative Tasks Using Templates
Standardized Process Save Time. Configure Tasks to automatically add for every lead
FOCUS on MANUAL TASKS while system takes care of AUTOMATED TASKS
Daily Reminders
View Open Leads, Pending Tasks & Upcoming Tasks
Better Monitoring
Know Action History to Determine Next Move
Increased Productivity
Multiple
INTEGRATIONS
Web App
Any Device Any Place