Manage your Field Work Team Efficiently
Contact Management
Stores contact information such as names, addresses, and social media accounts in a searchable database. While all CRM software offers contact management functionality, you’ll want to look for a layout and usability that make sense to you.
Scheduling & Dispatching
Optimize your workforce competently with Smart Mobile Attendance by scheduling the shift and maintain check-in and check-out of the work of the day. The dispatch is prompt, efficient and smooth.
Interaction tracking
Add notes and track interaction history to document conversations with specific contacts. As you compare shortlisted solutions, think about how many times a prospect will change hands as they move through your sales funnel. You want to choose CRM software that allows all necessary parties to collaborate.
Document management
Document management is a great CRM feature if you have a large team involved in your marketing and sales funnel. A centralized hub for important documentation can go a long way toward ensuring all team members are in the know, and promotes a smooth, consistent experience for your customers.
Pipeline management
If you have a longer sales funnel, it might be a good idea to prioritize this feature as you shop for CRM software. Having a birds-eye view of the whole funnel will help keep prospects from stalling out or falling through the cracks.
Workflow automation
Workflow automation is often a CRM software feature available as an upgrade. While you’re shopping for software, consider how much automating repetitive tasks within the sales funnel would free up team members to complete more nuanced tasks.
Streamline your Workflow to Maximize Efficiency
Lead Management
You can add lead, account and contact easily in CRM and keep relationship between contact and account. You can search in all of the customers by all fields that filled with one click. Also, you can customize customers table list columns by your needs.
Sales & Service Management
In an organization Customer Service is the process of delivering information and services regarding all the products. Ask a sales team member to look at this feature with you for all software on your shortlist.
Quotes/proposal management
Create and send quotes or proposals to customers. If the nature of your products/services often requires some back and forth over contracts and proposals, then centralizing that process within your CRM software is a handy, helpful feature.
Reporting/analytics
With reporting and analytics functionality, you gain the ability to run reports based on factors like geography, funnel stage, and even individual sales team member. This kind of detail allows you to effectively troubleshoot problems as they arise and maintain an in-depth understanding of your entire sales process.
Dashboard
The portal that holds all the information, Smart Mobile Attendance dashboard provides a crisp overview of the information at hand. Pending requests, work status, leave details and so on can be monitored smoothly.
Data Security and File Storage
Your data is secure in our hands. With the convenient storage space we provide, you need not worry about safety and data storage.