Features of Elvis CRM
Monish M S
CEO & Founder ? IT Thought Collaborator ? CRM & ERP Solution Provider ? Transformational Leader
Introduction Features of CRM
Imagine this: you own a small business and your customer base is growing rapidly. Or you are running a company and your customer retention rate is low. Both of these are among the many problems faced by numerous businesses worldwide.?
With the right tool, never worry about such issues ever again. Elvis CRM emerges as a game-changer, providing you with modules that make your tasks easier and more efficient.?
Dashboard Insights: A Comprehensive Overview
Upon logging in, you are greeted with the Dashboard. The Dashboard serves as a command center for organizations, team leaders, and administrators.
Team Performance Analytics
Elvis CRM’s Team Details feature empowers you with insights into each team member’s leads and performance.
Lead Status and Analytics
Elvis CRM categorizes leads based on types and sources, offering a granular view of lead status and analytics.
Follow-ups Management
Efficient follow-up management is crucial to successful sales. Elvis CRM excels in this aspect, offering a dedicated follow-up list and timely notifications.
Seamless Lead Management: From Automation to Detailed Insights
Elvis CRM’s Sales Modules introduce a seamless lead management process, automating lead allocation to the sales team.
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Quotation and Invoicing
Elvis CRM takes lead management a step further with features like quotation creation. Users can craft unique quotations, including details such as quantity, line items, and terms.
Bulk Upload and Customer Information
Streamlining data entry is crucial for efficiency. Elvis CRM addresses this with a bulk upload feature, allowing users to download and upload customer details seamlessly.
Multi-Branch Functionality
For businesses with multiple branches, Elvis CRM offers a multi-branch feature, enabling effective planning and coordination.
Lead Assignment and Filtering
Elvis CRM’s flexibility shines through in lead assignment capabilities. Users can assign leads to specific team members, allowing for precise follow-up and accountability.
Customizable Reports and Sales Hierarchy
Elvis CRM empowers users to generate customized prospect reports, tailoring fields to meet specific requirements.
Conclusion?
Elvis CRM emerges as a comprehensive solution, combining automation, detailed insights, and customization features to elevate your CRM experience.
Have any questions? Contact us today for a free trial! You can get an overview of our CRM with the following demo: https://www.youtube.com/watch?v=bxOvwudEIlY
To know more:- https://www.elviserp.com/en-my/features-of-elvis-crm/