| Features |
CREST CRM |
|---|---|
| Price |
Cost per User : $ 11.00 / Month
Select Number of Users : Total Cost : $ 220.00 Add To Cart Buy Now |
| CRM |
✔
|
| Sales Quote |
✔
|
| Proforma Invoice |
✔
|
| Shared HR |
✔
|
CREST CRM
By Xmplar Management Solutions
| CREST CRM : |
Cost per User : $ 11.00 / Month Select Number of Users : Total Cost : $ 220.00 |
Highlights : About CREST CRM
Accelerate Sales
Improve Customer Lifetime Value
Discovery Of New Customers
Enhances Cross-Selling & Up-Selling
Collaboration Between Teams
Increases Staff Productivity
Facilitates Remote Access
Improves Analytical Reporting Enhances
Effective Internal Communication
Pricing
Choose a plan that is right for your business needs
| Features |
CREST CRM |
|---|---|
| Price |
Cost per User : $ 11.00 / Month
Select Number of Users : Total Cost : $ 220.00 Add To Cart Buy Now |
| CRM |
✔
|
| Sales Quote |
✔
|
| Proforma Invoice |
✔
|
| Shared HR |
✔
|
Product Details
Lead Management
Lead Management ensures that the Sales team are always on top of all the leads and ensures that none falls through the crack.
Capture complete Lead information : – Key attributes captured are Organization name, Contact Name, Industry classification, Category, Source, Priority and Status.
Leads can be “Assigned To” a Sales representative.
Lead specific Notes: This section provides flexibility to track the various notes one would like to register against the Lead.
Upload Documents: This section provides flexibility to upload and store any kind of documents related to the Lead
Opportunity & Deal Management
Create one or more opportunities against a specific lead. Key attributes like Probability, Status, Estimated deal value, expected closure date, Priority etc can be recorded for effective tracking. Notes & Document section captures key information about the opportunity.
Create customer quote by linking the product and services. Quotes can be revised multiple times and the history information is tracked.
On deal closure, a customer profile can be created for the opportunity and the quote can be converted into a customer sales order.
Tight integration with Sales order & Inventory Module ensures seamless data flow from opportunity till deal closure, reducing manual data entry
Contact Management
Contact management enables the sales representatives to capture all the contact details about the lead. Any number of contacts can be associated to a lead
Provision to send real time Sales & Marketing communication to contacts.
Reports & Dashboards
CREST CRM provides various dashboards built on Opportunity and Leads.
This is user configurable and the applicable dashboards can be enabled based on role.
Lot of inbuilt reports are available which helps in viewing the data across multiple dimensions like Status, Priority, Stage, Source, Probability, Owner etc.
Get the Consolidated Report Grouped By Status, Priority, Category, Owner, Source, Industry
Leads Reports Which can be Filtered by one or more Parameter and Group by a user selectable Parameters.
Activities Management
ACTIVITIES option enables the user to record and track activities against a Lead or Account or an Opportunity. Activities can be classified as “Event”, “Call” and “Task”, Activities are grouped and listed under different time buckets – Today’s activity, Next 7 Days, Overdue
User also have a provision to add Notes & Attach documents against an activity
Portfolio
Talk to Expert for Free Consultation
Recommended Product
Social Media Premium Package
Features: 30 High Quality Postings 3 Social Media Platform
Website Design Standard Package
Features: Linking 30 to 50 static pages. Call to Action feature.
Diginyze Standard Cloud
Features: Upto 500 products Listing 24/7 Chat BOT support.
ECommerce SEO Gold Package
Features: 1- 100 products optimized Easy way to position your ecommerce store in Google, Yahoo, and Bing results
SEO Advance Package
Features: Upto 200 Keyword Optimization ROI-Driven SEO
