Crm Apps 518 Apps found. category: Crm ×

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

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

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

Project Task from CRM Opportunity module integrates task management into the CRM pipeline for streamlined workflows and productivity.CRM opportunity tasks, CRM task management, CRM pipeline tasks, CRM workflow, CRM productivity, CRM tracking, CRM monitoring, CRM reporting, CRM transparency, CRM control, CRM record, CRM performance, CRM optimization, CRM enhancement, sales pipeline tasks, sales pipeline management, sales pipeline tracking, sales pipeline monitoring, sales pipeline reporting, sales pipeline transparency, sales pipeline control, sales pipeline record, sales pipeline performance, sales pipeline productivity, sales pipeline accuracy, sales pipeline handling, sales pipeline improvement, sales pipeline optimization, sales pipeline enhancement, project task integration, project task management, project task tracking, project task monitoring, project task reporting, project task transparency, project task control, project task record, project task performance, project task productivity, project task accuracy, project task handling, project task improvement, project task optimization, project task enhancement, Kanban view tasks, lead form integration, smart button tasks, pipeline form tasks, streamlined CRM workflow, opportunity task tracking, efficient task management, task workflow integration, organized sales pipeline

Allow to create CRM Opportunity from Helpdesk Support Ticket.

Allow to create CRM Opportunity from Helpdesk Support Ticket.

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