CRM Apps 432 Apps found. category: CRM ×

Module allows automatically generate customer codes and classify customers and internal contacts.

CRM Inquiry: Alternative User Option Included. This feature facilitates seamless transfer between salespersons. When a transfer occurs, users are notified with a red alert button displaying the information of the originating and destination salespersons. Upon clicking the inquiry, the button changes to green, distinguishing the lead as owned. This feature enhances visibility and management of leads within the CRM Kanban view.

Adds geolocation to CRM leads

This helps you to see CRM Lead stage Lifecle with days. amount of time an opportunities in CRM module has been in each stage before closing

Assign multiple users to a CRM lead/opportunity and auto-add them as followers.

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

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

CRM Mandatory Fields of each stage

Restrict the user to move between stages of opportunity when certain fields have missing value.

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

Allow to create CRM Opportunity from Helpdesk Support Ticket.

Allow to create CRM Opportunity from Helpdesk Support Ticket.