Crm lead generation
CRM product to quotation CRM opportunity to Sales Order CRM Product to Sale Order add products on CRM pipeline to quotation add product on CRM lead to sales product from lead add product on lead to quotation add product on crm opportunity to sale
Assign partner and roles to your leads
CRM Lead Qualification Matrix | Lead Scoring & Qualification Matrix (CRM)
Rule-based lead scoring and automatic assignment by territory or round-robin
Auto-score leads and opportunities based on configurable weighted criteria.
Smart lead distribution with pincode routing, equal fairness, and fallback assignment for CRM teams.
Track time spent by opportunities in each CRM stage
CRM Lead Transfer Pipeline Transfer Opportunity Transfer Auto Lead Transfer reassign leads crm change salesperson move opportunities between users crm lead manager transfer crm leads lead handover crm team change automatic lead reassignment lead reallocation opportunity reallocation opportunity reassignment opportunity handover opportunity reassign mass transfer lead bulk transfer lead bulk transfer opportunity mass transfer opportunity
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
Add LinkedIn field to CRM Leads
This plugin uses an additional justification when a lead or opportunity is lost.
Restrict the user to move between stages of opportunity when certain fields have missing value.
CRM Mandatory Fields of each stage
Interactive map view for CRM leads with geolocation
Map view and geolocalize actions for CRM leads