Crm Apps 615 Apps found. category: Crm ×

Convert Leads to Project Tasks with History Options.

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

Create Credit Note from CRM Pipeline Form

This Module help in attaching docs in crm.

Generate Purchase order(RFQ) from CRM Opportunity

With this module, you can generate sales order lines directly from CRM. Clicking the 'New Quotation' button in CRM opens the corresponding sale order, preloaded with default order lines that were initially saved in CRM.

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

Customer Data Masking with PIN

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

Show a brief Sale History of the customer in the crm opportunity.

The module introduces a user-friendly checkbox feature for easy categorization of records into customer and vendor segments, streamlining data management and enhancing user experience.