Lead Management

Lead management is the process of qualifying, analyzing, and nurturing incoming leads to convert them into a business opportunity. A lead management system typically involves the creation or capturing of leads from multiple channels. Such a system allows you to make the most of the prospects who might be really interested in the services or products you are offering.

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Invoice Management

Proforma Invoice is a preliminary invoice that is sent to the buyer before a sale is confirmed. It features the deliverables from the seller’s end such as the quantity of goods and services, their estimated cost, bank details, and other necessary information. After reviewing the proforma invoice, the buyer gives the confirmation of the deal to the seller. The seller proceeds to send a sales invoice and starts working on their part of the deal.

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Rather than using a bunch of disconnected tools across your business, CRM payments tools connect ecommerce, payments, payment processing, customer data, and ecommerce data in one place. This allows you to offer leads and customers streamlined and delightful buying experiences.

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Contacts Management

If you have to juggle between the contact list in your phone, spreadsheets, and email inbox just to retrieve the contact details of the customers then you know how exhausting it can be. With a contact management system in place, you can organize everything in a single place and easily search contacts along with the information you have on them. The tool helps your team to collaborate easily and share contact information across your organization.

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