CRM Apps 764 Apps found. category: CRM ×

Create purchase order form lead opportunity request for quotation pipeline to purchase order crm lead opportunity lead to purchase pipeline opportunity create rfq from lead and pipeline lead/pipeline product to rfq/po create request for quotation pipeline

Turn discovery calls into SOWs, User Stories & Effort Estimates — automatically.

auto create activity from lead generate activity from lead follow up from lead create activity from crm lead generate crm activity auto create lead to crm activity instant activity on lead website to crm activity website lead to crm activity

Configure campaigns directly from the Sales menu in the CRM app

Prevent customer churn using RFM (Recency, Frequency, Monetary) analysis

Daily follow-up for missed expected closing in CRM

crm lead Form Customizations

This module allow users to have a quick view of lead details from kanban or pipeline view.

CRM Lead Stages

Mass update CRM pipeline stages CRM stage bulk update mass stage update for leads Modify stages for CRM leads One click CRM stage update batch stage modification Bulk update opportunities state CRM stage change Update multiple stages Change stages in bulk

Show previously sold nearby customers in CRM Lead for trust building

Synchroniser le montant d'une opportunité avec le montant cumulé des devis actifs

Instagram DM & FaceBook Messenger chat in ChatRoom, Live Send and Receive. Send from many places. Instagram Direct Message IDM META ChatRoom 2.0.

Cold storage profitability calculator inside CRM opportunities

Track customer birthdays and send automated email greetings

Link CRM leads with Project/FSM tasks and allow quick task creation from a lead.

Module allows hide won lead/opportunities by optional.

Automatically display product images in sale order lines and reports

Monitor Ukrainian Prozorro tenders, match them to your CRM