110+ Powerful Features of CRM

sales-target-module

Sales Target Module

  • Set, track and monitor sales targets for your business and sales people respectively.
  • Monitor your financial growth.
  • Monitor & manage the sales performance of your business and sales teams.

leads-module

Lead Module

  • Add multiple leads.
  • See the status of each lead follow-up and prioritize leads to close more deals quicker.
  • Categorize and allocate leads as per your desire.

  • Lead Management
    Data is for representation purpose only.

    Things that you can do in lead module.

    • You can add the basic details of the lead as per current form fields given.
    • You can add the source of the lead & the product / service the lead has enquired for.
    • You can assign leads manually or automatically.
    • You can classify leads and add tags.
    • You can prioritize leads and also add remarks.
    • You can directly insert leads from your website into the CRM and auto allocate leads to respective sales people in a round-robin way.
    • You can have customized tags according to leads.
    • You can have customized stages and priorities.
    • You can assign leads to sales people product / service wise.
    • You can view leads allocated to sales people product / service wise.
    • You can import leads from your excel sheet.
    • You can view lead data imported from the excel sheet.

    30+ Lead reports

    For information on Lead Module in General CRM, contact!

    Amit

    +91 808 0041 500 / 600
    (+91) 92 0909 6844
    (+91) 92 0909 6855
    (+91) 932 4414 355
    Mon to Fri - 10 am to 6 pm (IST)
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    Schedule a Phone / Skype Demo with our CRM Specialist

followup-module

Follow-up Module

  • Make follow-up calls, emails, sms and meetings with leads.
  • Schedule follow-up calls, emails, sms and meetings with leads.
  • Set reminders for follow-ups, calls and meetings.

  • Call
    Data is for representation purpose only.

    Things that you can do in Calls module.

    • You can decide a date & time to schedule follow-up calls with leads and clients.
    • You can add reasons and assign tags to calls. Eg: important, very important, etc.
    • You can get an sms or email reminder for calls so that you or your sales people do not miss to follow-up with leads and clients.
    • You can also assign calls to sales people under you.
    • You can view your entire teams today’s calls, pending calls, scheduled calls, calls done.
    • You can update what’s discussed on call and delete calls.
    • You can upgrade the call status. E.g: Did not pick-up, busy, not reachable, switched off, not interested, in a meeting, call back after sometime, etc.
    • You can schedule a call / meeting / email as discussed over the call.
    • You can keep a track of calls made by sales people / users to know what’s exactly going on in sales follow-up.

    2 Calls reports

    For information on Calls Module in General CRM, contact!

    Amit

    +91 808 0041 500 / 600
    (+91) 92 0909 6844
    (+91) 92 0909 6855
    (+91) 932 4414 355
    Mon to Fri - 10 am to 6 pm (IST)
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    Sms
    Data is for representation purpose only.

    Things that you can do in SMS module.

    • You can do a quick search of messages by entering the name, email ID, company name, team, department, category.
    • You can schedule follow-up sms to leads, clients, contacts and vendors for respective reasons.
    • You can send sms to multiple groups as per their tags. For e.g.: You can sms hot leads, warms leads, etc.
    • You can select a template from the existing templates created by you.
    • You can view your entire teams today’s sms, scheduled sms, sms sent. Respective people can see their own scheduled sms.
    • You can view the number of sms sent, status of sms (sent/scheduled) sms with their respective timings and subjects.

    For information on SMS Module in General CRM, contact!

    Amit

    +91 808 0041 500 / 600
    (+91) 92 0909 6844
    (+91) 92 0909 6855
    (+91) 932 4414 355
    Mon to Fri - 10 am to 6 pm (IST)
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    emails
    Data is for representation purpose only.

    Things that you can do in Emails module.

    • You can do a quick email search by typing-in the name, email ID, company name, team, department, category.
    • You can select a date & time to schedule follow-up emails for leads, clients, contacts and vendors for respective reasons.
    • You can select an email body from the existing ones created by you.
    • You can manually compose emails with various font format options and adjoin files.
    • You can view your entire team's today’s emails, scheduled emails, emails sent. Respective people can see their own scheduled emails.
    • You can get a count of emails sent, read, unread, bounced, sent and scheduled with their respective timings.

    For information on Emails Module in General CRM -, contact!

    Amit

    +91 808 0041 500 / 600
    (+91) 92 0909 6844
    (+91) 92 0909 6855
    (+91) 932 4414 355
    Mon to Fri - 10 am to 6 pm (IST)
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    meeting
    Data is for representation purpose only.

    Things that you can do in Meeting module.

    • You can select a date & time to schedule meetings with leads and clients.
    • You can add reasons for meeting and assign tags to a meeting such as: important, very important, etc.
    • You can get an sms or email reminder so that you or your sales people do not miss a meeting.
    • You can also assign meetings to people under you.
    • You can view your entire teams today’s meetings, pending meetings, scheduled meetings and meetings done. Respective people can see their own meeting schedule.
    • You can update what’s discussed at the meetings.
    • You can update the status of the meeting for e.g.: Meeting was positive, client not interested, meeting cancelled, meeting postponed / rescheduled, etc.
    • You can add remarks / information which was discussed in the meeting.
    • You can keep a track of meetings done by sales people / users to know what’s exactly going on in sales follow-up and meetings in general.
    • You can tag multiple internal employees for a client meeting or internal meeting.
    • You can keep a track of internal meetings.
    • You can trigger 'Schedule a meeting' link to leads and clients.
    • You can view all the meetings, calls, sms, emails, etc. that are scheduled, done and pending.

    2 Meeting reports

    For information on Meeting Module in General CRM, contact!

    Amit

    +91 808 0041 500 / 600
    (+91) 92 0909 6844
    (+91) 92 0909 6855
    (+91) 932 4414 355
    Mon to Fri - 10 am to 6 pm (IST)
    dquip.crm
    Schedule a Phone / Skype Demo with our CRM Specialist

product-service-module

Product / Sevice Module

  • Feed-in multiple products / services.
  • Add their dimensions, specifications and pricing.
  • Categorize products / services.

  • product-service
    Data is for representation purpose only.

    Things that you can do in Product / Sevice Module.

    • You can add multiple products / services and their details as per the current form fields.
    • You can add a product / service code number, start date & end date.
    • You can add dimensions, specifications & tags for your product / service. Tag Eg: Premium, Custom, etc.
    • You can add Cost price, Minimum Selling & Maximum Selling prices of the product / service.
    • You can add taxes and extra charges for the products / services.
    • You can affix photographs & documents in various formats regarding your product/service.
    • You can view & modify product / service details.

    For information on Product / Sevice Module in General CRM, contact!

    Amit

    +91 808 0041 500 / 600
    (+91) 92 0909 6844
    (+91) 92 0909 6855
    (+91) 932 4414 355
    Mon to Fri - 10 am to 6 pm (IST)
    dquip.crm
    Schedule a Phone / Skype Demo with our CRM Specialist

quotation-module

Quotation Module

  • Create and send multiple quotations with comparative pricing charts.
  • Know the quotation status, add closing dates, save versions and payment collection details.
  • Users can share quotations with other users in the CRM.

  • quotation
    Data is for representation purpose only.

    Things that you can do in Quotation module.

    • You can create winning quotations in 3 quick steps by adding the product / service details & specifications in the current fields.
    • You can quote the pricing and specifications for multiple products / services by selecting the respective fields.
    • You can add terms & conditions to quotations, add taxes, tags & any extra notes if needed.
    • You can view all the quotations sent, know their policy details, expiry dates and status eg: approved, negotiating, etc.
    • You can view the sales forecast by adding expected closure dates to quotations.

    20+ Quotation reports

    For information on Quotation Module in General CRM, contact!

    Amit

    +91 808 0041 500 / 600
    (+91) 92 0909 6844
    (+91) 92 0909 6855
    (+91) 932 4414 355
    Mon to Fri - 10 am to 6 pm (IST)
    dquip.crm
    Schedule a Phone / Skype Demo with our CRM Specialist

client-module

Client Module

  • You can add contact details of clients.
  • Assign, categorize, and communicate seamlessly with your clients via calls, emails and sms

calendar-module

Calendar Module

  • Serves as a calendar.
  • Let's you mark important dates relevant to your business, employees, leads and clients.

  • calendar
    Data is for representation purpose only.

    Things that you can do in Calendar Module.

    • You can view important tasks and important dates relevant to your business, employees, leads and clients.
    • You can view all the tasks, calls, SMS, emails scheduled in your calendar.
    • You can update tasks, calls, SMS, emails scheduled in your calendar.

    For information on Calendar Module in General CRM, contact!

    Amit

    +91 808 0041 500 / 600
    (+91) 92 0909 6844
    (+91) 92 0909 6855
    (+91) 932 4414 355
    Mon to Fri - 10 am to 6 pm (IST)
    dquip.crm
    Schedule a Phone / Skype Demo with our CRM Specialist

company-module

Company Module

  • Add and manage your company and branch details, save and know contact details.
  • Add, modify and remove contact details & designations of employees according to departments.

  • bpo
    Data is for representation purpose only.

    Things that you can do in Company Module.

    • You can add your Company's details with the branch, department and designation details.
    • You can view, modify and delete your company’s details with the branch, department and designation details.

    For information on Company Module in General CRM, contact!

    Amit

    +91 808 0041 500 / 600
    (+91) 92 0909 6844
    (+91) 92 0909 6855
    (+91) 932 4414 355
    Mon to Fri - 10 am to 6 pm (IST)
    dquip.crm
    Schedule a Phone / Skype Demo with our CRM Specialist

contacts-module

Contacts Module

  • Store, modify and delete contact details of clients.
  • Save important dates regarding products and services purchased.
  • Set reminders for payments, etc.

  • contacts
    Data is for representation purpose only.

    Things that you can do in Contacts Module.

    • You can import your existing contacts.
    • You can import your existing contacts.
    • You can add multiple contact details of clients.
    • You can add birth dates, anniversaries, remarks and other information about respective contacts.
    • You can add & view all the contacts with their necessary details.

    View 4 Contact reports

    For information on Contacts Module in General CRM, contact!

    Amit

    +91 808 0041 500 / 600
    (+91) 92 0909 6844
    (+91) 92 0909 6855
    (+91) 932 4414 355
    Mon to Fri - 10 am to 6 pm (IST)
    dquip.crm
    Schedule a Phone / Skype Demo with our CRM Specialist

For information on General CRM, contact!

Amit

+91 808 0041 500 / 600
(+91) 92 0909 6844
(+91) 92 0909 6855
(+91) 932 4414 355
Mon to Fri - 10 am to 6 pm (IST)
dquip.crm