Create users with the help of email verifications, assign them with permissions and define the user roles.
A detailed interface to manage the funnel in terms of entering leads at research stage and tracking the progress through conversation, possibility, prospect and closure stages.
The business planning feature defines the structure and growth of the organisation.
The portfolio tab helps in adding and managing projects, documents and paperwork of the organization within their associated categories.
The dashboard displays the distribution of projects in the form of graphs, and charts, which gives an overall view of operations, statistics, and metrics.
Review the performance individual Key Result Areas in the organisation.
Possibilities & Prospects: Track the conversations with the prospects and the requirements and meetings can be locked on this module.
Contacts: The master data of all the contacts is available on this tab. Contacts of Leads/ Prospects can be added and filtered for search.
Parallel Projects: Represent multiple projects done for individual clients.
Constant Contact: Provides a summary of the prospects at every stage of the lead generation process.
Score Card: The scorecard displays the progress of individual executive as per the campaign deliverables. This screen helps in rank the growth of employees throughout the year.