BIZCRM Features
Why BIZ CRM?
What is Unique about BIZ CRM is that it not only allows you to manage you Customers but allows you manage you Share Market Advisory Business Process & Day to Day Operations, some of the Salient features are listed below (This list is by no means Exhaustive)
Trial Management
- Set up Trials for Leads
- Keep track of Follow ups
- Disable Trials
- Extend Trial Period
Target Management
- Assign Targets to Employees
- Monitor Target Achievement
Service Management
- Set up Services for Customers
- Keep track of Follow ups
- Disable Services if there is a need
- Extend Service Period
- Manage Payments
Call Management
- Raise First Call and set up follow up if needed
- Auto Reminder for follow-ups when follow-ups are due
SMS Management
- Automatic Template Creation on Product Creation
- Category Wise Templates for Advisory Calls enable sending of Messages almost instantaneously
Manage Leads
- Bulk Upload Leads using Excel, CSV Files
- Automatic Management of Invalid Leads
- Facility to Manage Duplicate Numbers
- Assign Leads to Operators
- Un-assign Leads from Operators
- Reassign Old Leads again to Same or Different Operators
- Re-pool Old Leads as New Leads for Operators
Extensive Search Mechanism
- Quick Search for most used Functionalities
- Advanced & Sophisticated Search Mechanism
Approval Process
Approval process can be set up if required for
- Trials
- Services
- Advisory Call Raise
Delegation of Customers to Other Operators
- Delegate Customers to Colleagues/Seniors in the event you need help with Specific Customers
- Communicate with one person or
- Communicate with a list of selected persons
Messenger
- In-build Messenger to communicate with colleagues within your organization
Please feel free to get in touch with us. Contact Us
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