CRM Software with Pipeline, Ticketing and Loyalty
Capture leads from every channel, score them, run the pipeline and support customers with SLA-based ticketing.
For teams that sell and support from the same customer record as billing.
Lead funnel
New leads240
Qualified148
Proposal86
Negotiation44
Won21
Lead source
- Website38
- WhatsApp27
- Referral21
- Walk-in14
Follow-ups today
| Lead | Stage | Due |
|---|---|---|
| Asha Traders | Proposal | 11:00 |
| Metro Foods | Negotiation | 14:30 |
| Kiran Stores | Qualified | 16:00 |
Salesperson performance
What is included
CRM capabilities
Capabilities are activated per module, so you enable what your business uses.
CRM
- Omni-channel leads and lead scoring
- Sales pipeline and follow-ups
- Ticketing with SLA
- Customer segmentation
- Loyalty
- Feedback and surveys
Communication
- WhatsApp Business API
- SMS, email and SMTP
- IVR and call center
- Chatbots
Marketing
- Email, SMS and WhatsApp campaigns
- Drip campaigns and retargeting
- Push notifications and social media
- ROI tracking
- Churn and re-engagement
Related
Works together with
Sales Management
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Learn more →eCommerce
Sync stock, prices and orders across your store and marketplaces, and bill from the right firm.
Learn more →Business Intelligence
KPI dashboards, drill-down reports, forecasting and anomaly detection on live operational data.
Learn more →See Trezant on your own workflow.
Tell us about your business and we will walk through the modules that fit.