CRM MODULE
Core Features:
- Contact Management: Store customer contact information.
- Account Management: Manage customer accounts and relationships.
- Lead Management: Track and manage sales leads.
- Opportunity Management: Manage sales opportunities.
- Sales Pipeline Management: Visualize sales process.
- Customer Interaction Tracking: Record customer interactions.
- Reporting and Analytics: Generate sales reports and analytics.
Sales Force Automation (SFA) Features:
- Sales Forecasting: Predict sales revenue
- Sales Performance. Management: Track sales performance.
- Sales Workflow Automation: Automate sales processes.
Marketing Automation Features:
- Email Marketing: Send targeted email campaigns.
- Lead Scoring: Score leads based on behaviour.
- Campaign Management: Manage marketing campaigns.
- Social Media Integration: Integrate with social media.
Customer Service Features:
- Ticketing System: Manage customer support tickets.
- Knowledge Base: Store customer support information.
- Self-Service Portal: Allow customers to access information.
- Chat and Phone Support: Provide real-time support.
- Customer Feedback and Survey: Collect customer feedback.
Integration Features:
- Integration with ERP (Enterprise Resource Planning)
- Integration with email clients (e.g., Outlook, Gmail)
- Integration with social media platforms
- Integration with marketing automation tools
- Integration with customer support software
Advanced Features:
- Artificial Intelligence (AI) and Machine Learning (ML)
- Predictive Analytics
- Personalization
- Mobile Access
- Customization and Configuration