Monitor business progress, increase customer retention and conversion rates.
Maximize your team results and win new customers using CRM.
Keep track of customer interactions and be more accurate and effective in communicating a new offer.
Register new opportunities
Create and manage activities to perform
Define requirements to be met at each sales stage
View and move business from opportunity kanban
Manage teams, goals, and salespeople productivity
Report by opportunities
Sales dashboard by seller
Calendar by opportunities
Manage contacts across multiple accounts
Manage your entire sales team
Productivity Report by Salesperson
Customizable user profiles
Defining Sales Teams
Work with multiple sales teams, appoint leaders and managers for better management.
Salespeople Registration and Sales Team Bonds
Register internal and external salespeople, and link them to their respective sales teams.
Monthly Sales Goal Settings
Set and track the goals of each sales team member and easily view their performance.
Assigning Leads to Teams and Salespeople
Get leads from your website or other locations and assign them to teams and salespeople.
Create and Define Lead and Opportunity Fulfillment Flow
Customize the Customer service Flow, define requirements to be met in each phase, and ensure the standardization and the correct use of important data according to the industry and each phase of the business activity.
Lead and Opportunity Flow Management via Dashboards
The many dashboards available to leaders and managers clearly inform the performance of the sales team enabling faster and smarter actions.
Kanban for Lead and Opportunity Interaction
A simple and intuitive workspace for every salesperson to easily manage leads and opportunities. Allows you to interact on forms, move to the next phase, create comments and activities for each attendance.
Sort leads, create leads, or archive them for future contact.
Understand the timing of each business, check service history, and define strategies for each business.
API for Website Capture Integration
Capture lead automatically from your website or other locations using the API
Importing Leads from Excel / CSV
Import your leads quickly using an Excel / CSV file. Download the layout and then upload it back to the system.
Create Tasks, Comments, and Visits for Leads and Opportunities
Integrate calendar to manage business, customer, or suppliers related activities. Create activities in the leads interaction window or manage from the calendar.
Task Panel with Viewing Past, Current, and Upcoming Activities
Overview all scheduled activities for your team members. Check the activities by seller and keep track of executions.
Opportunity and Lead Query by Team, Salesperson, and Phase
View team or specific salesperson opportunities, review history, interact by adding comments or activities.
Sending Emails from Lead Phase Changes and Opportunities
Be alerted when the opportunity or lead enters a certain phase, or when it is lost.
Join thousands of companies being impacted by the Educafy platform in over 50 countries.