Advanced CRM
This tool allows the user to create a platform for leads management on google sheets. Data is entered through an HTML form which can be accessed through mobile as well. As soon as the lead is entered, the employee receives an email notification and the lead is sent to employee's sheet. From there the employee takes action on the leads which are reported in a common place in reporting sheet. The employee receives a daily reminder for pending leads as well as the leads for today's followup. The business owner is also notified of the leads entered today and the leads followup for today.
How Advanced CRM Works
STEP 01
Open the web application and assign a lead to any employee
STEP 02
The employee gets followup reminders and lead details. He /She works on the lead and set lead stage, next followup date and remarks
STEP 03
All activities by employee will be reported to the owner in the reporting sheet
Important features of Advanced CRM
What are the features which makes Advanced CRM an Incomparable Expert Team Mate Who reminds you and your team to follow up so that you never lose a customer in Your Business.
01 feature
Fetch all leads in given date range
02 feature
Create and manage leads
03 feature
Central Contact Data Management
04 feature
Customer Delight, Welcome Them!
05 feature
Complete Follow Up at Single Place with Reminders
06 feature
Sales Pipeline Tracking
07 feature
Automated Sales Dashboard
08 feature
Individual Employee Sheets & reports
09 feature
New leads assigned & pending leads notifications
10 feature
Individual Employee Sheets & Daily follow-up reminders
11 feature
Daily follow-up reminders
12 feature
Employee performance tracker
13 feature
Detailed Sales Report
Get it Today!
Are You ready to Get the Team Mate Which reminds you to followup on Auto Mode
Are you looking for a way to automate your business?
You can start automating today! Don't wait another day - Buy now!
Frequently asked questions
You’ll be provided a video guide for setup and how to use
We offer 1 year subscription as well as Lifetime subscription plan
You need a gmail id to setup these tools along with a stable internet connection
No, these tools work only with gmail id
You need to link a gmail id with your company’s email id, only then you’ll be able to use
No, these work only when stable internet connection is available
You will get access details within 24 hrs of payment confirmation
