CRM Apps 423 Apps found. category: CRM ×

Adds the posibility to assign a partner to a group

The Contacts Approval Addon ensures that all partner records (both customers and suppliers) in the system must be approved before they can be used in any business documents or be searchable. After installation, the addon automatically sets all existing partners as "approved," ensuring they do not need to go through the approval process again. Additionally, unapproved partners cannot be included in sales orders, purchase orders, invoices, or any other transactions, and will not appear in system searches. Once a partner is submitted for approval, an activity notification is sent to the designated approver.

Crm | Sales | Invoice | Estimate | Cost Estimate | Sale Estimate

Streamline your lead management by creating actionable tasks directly from CRM leads with flexible options and seamless workflow integration. Clear Purpose: Highlights that the app focuses on lead management and task creation. Key Benefits: Mentions flexibility and workflow integration to attract users looking for efficiency. Customer-Centric: Tailored to address the needs of CRM users who aim to streamline processes.

To integrate CRM with your website or any other software to pass the inquiry

This Module help in attaching docs in crm.

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

Generate Purchase order(RFQ) from CRM Opportunity

Crm Stage Auto Mail stage update email stage email templates auto email send on stage update opportunity auto send mail pipeline stage update email

"Automatically update the sales team daily with 'CRM team updates' via email. Customize and view updates for specific date ranges.

The application helps the users with their marketing automation, being able to send sequences by a defined period.

CRM Lead Inquiries with Customer Location Tracking integrates geolocation data into lead management, storing latitude and longitude coordinates, converting addresses, and maintaining accurate location records. This feature enables efficient visualization and prioritization of leads based on their locations.

The Customer Initial Avatar Generator module is a feature designed to simplify and enhance the contact management experience for users. It automatically assigns avatars to contacts based on the first character of their given names, streamlining the avatar selection process. By integrating seamlessly with the customer database, the module ensures efficient and consistent representation of each contact's identity.Customer Initial Avatar Generator | Avatar Initialization | Customer Avatar | Contact Avatar | Avatar | CRM | Contacts | Customer Relationship Management | Avatar assignment | Contact management | First character | Visual representation | Automated | Efficiency | Streamlined | User-friendly |Multilingual compatibility | Consistency | Customization options | Scalability | Cross-platform | Resource-efficient | Data security | Contact database | Toggle/Checkbox | Settings interface | User experience.

The "Customer Random Avatar Generator" module is a cutting-edge tool integrated into a Contacts. Its primary function is to automatically create profile avatars for contact persons within the database. By employing a sophisticated randomization algorithm, the module ensures that each avatar is unique and visually appealing, adding a touch of personalization to the customer profiles. Customer | Customer Profile | Profile Generator | Avatar Generator | Customer Avatar Generator | Customer Profile Generator | Random Avatar Generator | Profile Avatars | Contact Persons | Randomization Algorithm | Unique Avatars | Visual Representation | Personalization | User Experience | Efficiency | Aesthetics | Pop-up Confirmation | Regenerate | User Control | Inclusivity | Diverse Styles | Data Management | Scalability | Customization | User Interface | Time-saving | Automation | Anonymized Avatars | Visual Appeal | Seamless Integration.

Identify and reactivate dormant customers