Adds 5-star rating field to CRM Opportunities
The CRM access app manage a separate groups for CRM app.
Allow team leader to view opportunities related to sales team
Automate CRM acknowledgment emails for lead stage changes – Customize and trigger emails
Adds action management in CRM
Auto schedule activity for different stages and make them enable mandatory to be close before stage move to another and can be configure for any stage with different no. of activities with and without mandatory to be closed.
Track all customer interactions (emails, calls, messages) in one CRM dashboard.
CRM Opportunity Leads Products from Template
Assign oportunity to a Commercial in CRM
This module distributes leads equally between salespersons
CRM Checklist, Checklist Template, Checklist Points
CRM Claim Product SAT
Enables following competitor's activity
Client Marketing Campaign Client Marketing Option from CRM Opportunity Client Marketing Option from CRM Lead Contact Mapping Option form Opportunity Contacts Marketing Campaigns from CRM Pipeline Medium Source CRM Contact Mapping Active Contacts Campaign
View mail activity on CRM Lead