CRM Apps 479 Apps found. category: CRM ×

Approve Leads Checklist Pipeline Check List CRM Check List and Approval Process Pipeline Checklist Approval Lead Checklist Approval CRM CheckList Approval Lead Approval Process Stage Wise Checklist for Pipeline Checklist Process Approval Checklist for CRM

Set Access Rights On CRM Leads based On Different Teams

User has more filters and group by options on leads, pipeline, activities and analysis reports

This plugin uses an additional justification when a lead or opportunity is lost.

CRM Mandatory Fields of each stage

Create contact and archive lead (Mark Lost) and Create Meeting

Crm Mass Stage Update mass lead update mass lead stage update mass stages update list view mass updates mass crm updates all in one mass update

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

Notify responsible person on ideal leads on different stage for configurable period of time with custom message

Integrate task management seamlessly within the CRM pipeline for enhanced workflow and productivity.

Allow to create CRM Opportunity from Helpdesk Support Ticket.

Allow to create CRM Opportunity from Helpdesk Support Ticket.

CRM Opportunity Leads Products

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

CRM Pipeline Auto Response Based on Stages

Total Amount of Invoices on CRM Lead/Pipelines Form