All big project or deal start with a lead. To convert any lead into sales lots of efforts applied by organization. We help you to effectively manage all leads and provide excellent customer service.



Lead Dashboard

Summaries all your leads and its progress. It helps you to know all upcoming follow-up and meetings. It also show Lead Progress and Employee performance details.



Manage below operations related with lead

  • Creation of lead for client
  • Manage lead stages
  • Assign/Remove team member from lead
  • Manage documents related to lead
  • Manage client follow up
  • Manage client meetings
  • Communicate with client by Email/SMS/WhatsApp
  • Manage additional information for lead
  • Manage lead chat history
  • Define actions for lead and track it


Prospect is a person to whom you meet or discuss some future business. You come across many peoples in business through meeting, expos and fairs. If we store this detail then can communicate them as per our marketing strategies.

Portfolio Management

Do your employee know your portfolio? Managing up to date portfolio is really necessary for getting more business. Using portfolio you can keep your sales team upto date about all kind of projects you have done.


Pain Points

Don't able to differentiate Leads and Prospects
Know Key Performer from Sales team
Not able to keep track of chat done on freelancer portals
Communication is time consuming
Follow-up reminders
Effectively Serve client is time consuming
All Communication with client is not centralize
Ability to define and track Key Actions for lead
Other CRM are expensive

Why CRM?

Customer relationship management (CRM) is a technology that allows businesses both large and small to organise, automate, and synchronise every facet of customer interaction. CRM system examples include marketing, sales, customer service, and support.

Why there is a need for CRM?

By intelligently storing and managing your customers' information, a CRM system increases the number of leads coming in, helping your marketing team find new customers faster.

It supports your sales teams in closing more deals faster. It also enhances customer service.

What are the five benefits of CRM?

While the benefits vary by department or industry, few benefits of CRM platforms that affect every user include:
  • Better customer service
  • Increased sales
  • Improved customer retention
  • Detailed analytics
  • Higher productivity and efficiency
  • Centralized information
  • Managed communications with prospective leads
  • Improved customer segmentation

What are the 4 pillars of CRM?

A successful implementation of CRM is majorly built on four pillars such as workforce, strategy, processes and technology. To design any CRM process we need to consider each of these elements which if ignored, may result in failure of CRM implementation.

74% of businesses say CRM software gave them improved access to customer data

What are the 7 Cs of CRM?

The 7 C's of customer relationship management are customer centricity, company culture, customer experience, customer data, customer journey, consumer experience, and consumer expectation.