You can also track the number of sent, delivered, and opened emails, and the number of hyperlink clicks. Reporting with Power BI: Leverage the free Power BI sales executive dashboard app to create detailed sales reports, get insights into each employee’s performance, and export predefined reports, such as sales figures and staff time sheets as Microsoft Word, Excel, or PDF files.Įmail marketing: Execute customized email campaigns by sending personalized messages and quotes to potential customers and track feedback. Sales automation: Track sales opportunities, record communications, and plan follow-ups with customized workflows and automated task generation. eWay-CRM is web-based and also has a mobile app for both iOS and Android devices. It offers a multifunctional address book that maintains all the customers’, partners’, and competitors’ information, sorted and filtered as per significance, potential, relationship type, and other custom fields. The tool enables its users to organize emails by contacts and deals, and convert received email inquiries into a deal with a single click. eWay-CRM: Converts email inquiries into dealsĮWay-CRM integrates with Microsoft Outlook to help businesses manage their contacts and companies shared within the team, customer database, and sales and marketing functions. You can also add buffer times before and after events to customize schedules.Ĭustomer support options: A knowledge base and inquiries via emailĬontact details in EngageBay ( Source ) 3. You can also create to-do tasks for each lead and track them from a unified dashboard.Īppointment scheduling: Schedule client appointments, sync with Google or Office 365 Calendar, and send out confirmation or reminder emails. Lead qualification and management: Identify the most promising leads by assigning a score to them based on the actions they take on your website, the funnel stage they are in, etc. The tool has a mobile app for Android and iOS users.ģ60-degree customer view: Build profiles for each contact (including contact information, communication history, social media profiles, personal interests, points of engagement, lead scores, and related tasks and notes) to understand customer behavior and personalize engagement to convert more leads. EngageBay facilitates email tracking that helps you capture leads from received emails and send appropriate communication to engage them. The tool offers a holistic view of all customer interactions to gain actionable insights. EngageBay: Facilitates email trackingĮngageBay’s free CRM software offers targeted marketing, workflow automation, and deal pipeline visualization, among other features. Inventory management: Manage your stock and warehouses, and get full visibility over the sales process within the CRM solution.Ĭlient service and communications: Engage with your clients using live chat, web forms, email, Facebook, Instagram, WhatsApp, etc., and manage all your client interactions from a single dashboard.Ĭlient management: Plan meetings with clients, use the automatic dialer, leave comments for each deal, and manage client appointments.Ĭustomer support options: FAQs, how-to videos, and an online ticketing systemĬRM deals in Bitrix24 ( Source ) 2. Sales automation: Automate sales with CRM rules and triggers that auto-launch ad and email campaigns, create invoices or documents, and move a deal through different stages in the sales funnel. Bitrix24 has a mobile app for Android and iOS users. Using its sales intelligence module, you can track your marketing costs and calculate ROI to identify the best-performing marketing channels. The tool lets you run segment-based email campaigns for qualified leads and create targeted campaigns based on contact information. It offers complete control over the sales process-from capturing high-quality leads and converting them into customers to preparing bills and invoices. Bitrix24: Offers a sales intelligence moduleĪs a CRM tool, Bitrix24 lets you manage leads, engage with clients, and close deals.
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