Stivekiron17

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Stivekiron17

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Visit Now: DigitalCRM.com is an Open Source, customizable, easy to set up CRM Software. It can be customized according to your own need and business. #DigitalCRM #OpenSourceCRMSoftware – PowerPoint PPT presentation

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Updated: 15 February 2022
Slides: 9
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Title: Stivekiron17


1
DigitalCRM.com - Best CRM Software Weve built
the most robust and flexible CRM Software. It
also is the most cost effective Self Hosted CRM.
DigitalCRM.com offers the CRM Software with
Unlimited Users, No Monthly Charges, One-time
cost 500 all incl. Contact Management Contact
Manager helps you to maintain your contacts,
leads, accounts, customers, phone numbers,
e-mails etc in a centralized place
CRM Dashboard View entire sales funnel, reports,
lead status, customers, sales, users, map etc on
a interactive graphical dashboard on
monthly/yearly basis Web to Lead Directly
collect and capture the lead from your website
contact us page and add into CRM Software in
leads management module
2
Database Management Manage your contacts, leads,
accounts, customers, phone numbers, e-mails etc
in a centralized place Accounts Management View
and Manage your Accounts company info,
contacts, phone numbers, e- mails etc in a
centralized place and view sales
information Leads Management Capture leads from
various sources like website, web to lead form,
CSV, mobile, contacts, email and easily
categorize them as per lead status
Deals Management View Sales Pipeline and online
status of leads in their respective stage
like Customer lost, Customer Won, Leads,
Negotiation, Proposal, Prospects in a drag and
drop format Customers Management View and Manage
your Customers database contacts, phone
numbers, e-
3
mails etc in a centralized place and view
customers history with the company to improve
business relationship Sales Management View
company sales monthly, quarterly or yearly
basis, view sales target vs. achievement. It
helps in sales automation, sales force management
and analysis Forecast Management View details
of sales vs. forecast, percentage quota achieved,
top achievers, amount in pipeline etc. It helps
the organization to achieve the sales targets
efficiently
Territory Management View details of sales,
territory-wise as defined by sales management. It
helps sales staff by defining geographical sales
based on customers, forecast, achievement and
territory Reports and Analytics View customers,
deals, leads, sales, pipeline, forecast, sales by
users, map on a day/week/month, reports online.
It helps in business process management, i.e. to
discover, analyze, improve and automate sales
process
4
Notifications Get alerts when web to lead form is
filled, appointment, lead generated or any other
activity, also receive email alerts based various
CRM module activation like form submission,
daily report etc Newsletter Launch an email
marketing campaign and send email newsletters to
customers, Accounts, leads etc and track the mail
response Mail Internal messaging system to send
emails to customers, Accounts, leads etc via CRM
Software Document Management Upload, Track,
manage and store documents. Product literature,
presentations and other sales and marketing
documents can be stored online and shared with
prospects Product Management Add products and
view the sales related data of the product at all
stages of the sales cycle Invoice
Management Create and send invoices, add product
information, pricing, discount, delivery charges
etc. Also save invoice as PDF file, send invoice
by email to prospects and view Reports User
Management Enables admin or sales manager to
control user access and on-board and disable
users from using the CRM Software. It can also be
used as sales management module to manage sales
staff Admin Dashboard Dashboard of all company
related settings like add/edit/delete users, view
analytics, add API settings, send newsletter,
view reports, change logo, CSS and do any other
administrative function
5
REST API Easy to use REST API that allow
developers to interact with site remotely
by sending and receiving JSONs and can also be
used to develop custom iPhone and Android Mobile
application Calendar Setup Appointment using
Online Calendar and use it as a scheduling
application that lets sales staff to keep track
of events, appointments, meetings etc File
Manager A File Manager provides a user interface
to manage files. Admin can upload files such as
product literature, brochure, documents, PDF etc.
These files can be viewed by users and used for
sales and marketing purpose Facebook
CRM DigitalCRM.com provides complete integration
with Facebook Ads. It is easy to setup and
automates the lead generation process. Rather
than downloading the CSV manually, leads from
Facebook are automatically added in CRM
Software Ticket Management Customer Service tool
that keep track of all the issues and complaints
and manages customer support requests from
various sources in one location
6
Company Company or business information can be
added in CRM Software contact management
database and while adding products, deals, sales
etc Settings Admin can set default values for
some modules like currency, view deleted values
and change data for the forms fields, business
rules, options and more RFQ RFQ or Request for
Quote is a process, where customers ask for a
price quote or bids from supplier to purchase a
product or service Frontend Website Website
builder module developed using React.js that
displays complete website with all details of
company and products with contact form option
7
Services Similar to adding a product a company
can add services they provide and view the
leads. The list of services can also be displayed
on front end via API Task Management Keep track
of your tasks based on their start and end date.
Tasks management enables a company to complete
projects and increase productivity Appointment Cr
eate and manage appointments with clients. View
clients information and the schedule date and
time registered for each appointment
online Orders Automate the order fulfilment
process .i.e. orders, sales, and customers. View
sales order and also check the post order status
of the product Campaign Create marketing
campaign for your goal or any other sales
activity. You can send email campaigns,
newsletters or track ad spends online
8
Projects Project managers can manage their
project time, budget, reports and documentation
for the entire team from one dashboard and
improve efficiency Using DigitalCRM.com - CRM
Software, automate the entire workflow process
of Lead Generation, Sales Management, Marketing,
Forecasting, Analytics and increase
productivity Contact Us - https//digitalcrm.com/
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