Customer Relationship Management
CRM, Customer Relationship Management software consolidates customer information and documents into a single CRM database so business personnel can access and manage it with more ease. CRM can be used by marketers and help desks systems to manage and customize the leads in effective way. We are presenting you with a complete solution that covers the whole business processes from marketing, sales through to customer support. Let’s take a look on some of the important features of Regel’s CRM software.
Centralized Contact Management
Our CRM can effectively store and manage the interaction and history of contacts. All new phone calls, follow-ups, messages and emails can be recorded and stored with the centralized contact management system.
Lead Maintenance and Follow ups
You can enter new leads manually or can import them from external sources. You can also add custom fields, tag the leads with different colors as well as add follow ups.
Generate Invoice and Quotes
You can create different quotes using the system. You can add logo in to the quotes and invoices.
Customize Hierarchy Management
This feature of our CRM allows you to set permission for accessing data according to the hierarchy level of your business. You can also restrict the visibility of data and leads from various CRM users.
Customize Reports
The reports and analytics in our CRM will help you to track and improve conversion ratio in each stage. These reports will help you to prepare accurate sales projections for the near future. Not only this, but our reports will help you to analyze campaigns and evaluate different lead sources.
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