My World CRM
Making Strong Sales Processes
Sales processes are inter-dependent with various departmental activities. It is very important to have a well-defined flow with effective integration of these activities. Our feature rich sales module helps you streamline your sales activities and achieve revenue targets flawlessly. From generating sales order, quotation, invoices, delivery challan to managing credit limits and periodic sales reports, we cap it all.
- Lead Management
- Create Quotations
- Artificial Intelligence
- Sales Dashboard
Our Services
How We Can Help?
Contact & Account Management
Store and retrieve information associated to customer contacts and accounts. Track company-wide communication and information about contacts and accounts.
Task/Activity Management
Manage and track tasks and activities. Assign due dates and integrate to calendars to manage daily schedules and priorities.
Create Quotations
Easily map contact details, ledger accounts, associated product with VAT, discount, applicable tax details, statutory requirements and payment terms and shipping details with sales CRM. What’s more, you have quotation approval workflow, custom cover letter and create tasks features.
Invoice Management
Creating, managing and archiving invoices are made easy using our invoice feature. Once it’s created you can send it for approval. If there are some changes to be made you can simply edit the invoice to make corrections and send to customers via our sales module in CRM.
Lead Management
Allows users to manage and track leads though a process. The lead process typically involves steps such as:
1. Lead Generation, 2. Customer Inquiry, Inquiry Capture, Lead Filtering, Lead Grading, Lead Distribution and Lead Qualification.
Marketing ROI Analytics
Enables analysis of effectiveness of an organizations various marketing activities.
Easily generate reports that track everything from website revenues, sales force pipelines, conversion rates, and more.