CRM Multi branch CRM multiple branch CRM multi unit CRM multi unit CRM multiple operation unit CRM multi operation CRM multi branches CRM lead multi branch CRM branch pipeline multi branch lead branch management for CRM branch customer multi branch crm
Manage multi currencies in CRM
Multiple currency revenue for CRM pipeline multi currency expected revenue for CRM lead other currency revenue calculate expected revenue for CRM opportunity custom currency rate converted expected revenue for CRM expected revenue in multiple currencies
Manage expected revenue in multiple currencies for CRM leads and opportunities.
Adds Amount in multicompany reporting currency to CRM Lead
Notify responsible person on ideal leads on different stage for configurable period of time with custom message
integration betwwen CRM product Lines and Branches module
CRM Opportunity Purchase module integrates CRM with procurement, enabling RFQs and Purchase Orders directly from opportunities.CRM opportunity purchase, CRM purchase integration, CRM procurement, CRM RFQ creation, CRM purchase order creation, CRM vendor selection, CRM product mapping, CRM workflow, CRM tracking, CRM monitoring, CRM reporting, CRM transparency, CRM control, CRM record, CRM performance, CRM productivity, CRM accuracy, CRM handling, CRM improvement, CRM optimization, CRM enhancement, purchase order management, purchase order tracking, purchase order monitoring, purchase order reporting, purchase order transparency, purchase order control, purchase order record, purchase order performance, purchase order productivity, purchase order accuracy, purchase order handling, purchase order improvement, purchase order optimization, purchase order enhancement, RFQ management, RFQ tracking, RFQ monitoring, RFQ reporting, RFQ transparency, RFQ control, RFQ record, RFQ performance, RFQ productivity, RFQ accuracy, RFQ handling, RFQ improvement, RFQ optimization, RFQ enhancement, vendor workflow, vendor selection, vendor management, vendor tracking, vendor monitoring, vendor reporting, vendor transparency, vendor control, vendor record, vendor performance, vendor productivity, vendor accuracy, vendor handling, vendor improvement, vendor optimization, vendor enhancement, sales procurement collaboration, streamlined procurement workflow, unified CRM purchase process, lead to procurement integration, efficient purchasing decisions, reduced manual entry, procurement clarity, opportunity based purchasing
Project Task from CRM Opportunity module integrates task management into the CRM pipeline for streamlined workflows and productivity.CRM opportunity tasks, CRM task management, CRM pipeline tasks, CRM workflow, CRM productivity, CRM tracking, CRM monitoring, CRM reporting, CRM transparency, CRM control, CRM record, CRM performance, CRM optimization, CRM enhancement, sales pipeline tasks, sales pipeline management, sales pipeline tracking, sales pipeline monitoring, sales pipeline reporting, sales pipeline transparency, sales pipeline control, sales pipeline record, sales pipeline performance, sales pipeline productivity, sales pipeline accuracy, sales pipeline handling, sales pipeline improvement, sales pipeline optimization, sales pipeline enhancement, project task integration, project task management, project task tracking, project task monitoring, project task reporting, project task transparency, project task control, project task record, project task performance, project task productivity, project task accuracy, project task handling, project task improvement, project task optimization, project task enhancement, Kanban view tasks, lead form integration, smart button tasks, pipeline form tasks, streamlined CRM workflow, opportunity task tracking, efficient task management, task workflow integration, organized sales pipeline
Allow to create CRM Opportunity from Helpdesk Support Ticket.
CRM Opportunity Leads Products
CRM Opportunity/Lead Join with Project Task
Lost Reason Details on During Lost Process of CRM
CRM Own Customer Access lead own customer access salesperson own customer crm own partner access opportunity own customer access advanced customer access CRM customer access control restrict customer view for salespersons own customer only access salesperson customer visibility control limit customer list per salesperson CRM customer privacy customer access rights for CRM Restrict CRM customers by salesperson