All CAD CRM is a complete sales life cycle & Customer Relationship Management tool through which any business can develop a long lasting business relationship with its customers. All CAD CRM involves all important areas of your business i.e. sales, marketing and customer service including control over your expenses and current assets. The software has been designed to enable the user to increase the sales and customer satisfaction manifolds within a short span of time.
Accounts & Contact Management
Marketing Campaigns & Lead Generation
Opportunity Creation & assessment
Forecast & Analyse sales
Sales person task reporting
Report Scheduling
MS Outlook integration
Smart Emailing
Role based security
Import Data from MS Excel and other formats
Store important information for each customer and its contacts
Delete or Merge duplicate accounts and contacts
Build your own searches & lists in minutes using easy to use SQL Query Builder
Track leads as they are created, qualified and promoted through the sales pipeline
Align your sales & marketing by integrating sales with campaigns, leads, sales pipeline, forecasts etc.
Accelerate marketing processes with increased visibility and control
Plan your marketing campaigns effectively
Track opportunities accurately and close more deals in less time
Fetch & Associate your Emails with CRM data
Follow up & capture all sales calls, email interaction
Analyse the sales stages & probability of winning deals
Analyse your CRM data using fully customizable reports & dashboards
Schedule the report generation & send reports to the specified users/groups
Role based Dashboards & Reports