Forward all the leads from all your lead generation sources like E-mail, website, & B2B portals to Nettyfy CRM to manage them from a single portal.
Set Lead Follow-up Automation to as well as quotation follow up automation to increase conversion.
Prioritize leads, and Focus on hot leads to increase the conversion rate
Import, Export Master data in excel sheets to reduce manual input and save time.
Get your sales person’s daily activity reports. Analyze performance based on his activity and sales he generated.
Auto send E-Mail / SMS against each action you performed to save time.
Auto Send Introductory Message through WhatsApp, Mail & SMS on each Incoming Leads.
Auto sends Salesperson information & Send Continues Email & SMS to the customer as Lead Progress.
Get all pending receipt in a single dashboard, with multiple filter facility
Easily create sales order and invoice and payment receipt in a single click from quotation.
Set Auto follow-up of each quotation to increase the conversion ratio with minimum efforts
Set Auto follow-up of each Invoice until it paid to manage your cash flow with ease.
Automatically send quotation and invoice to customer to reduce your task
Track Performance of each sales team and salesperson to decrease your cost of sale
Manage commission of the agent for each order, until it is paid to them.
with Nettyfy CRM App work from any corner of the world at any time
Manage attendance of field staff through app with GPS location
get your driving direction for your any customer in a single click
Track your field staff through GPS and get its reports
Upload image or document to any lead or contact directly from app
Nettyfy CRM can work on all devices like mobile, tablet, with any OS.
Get live sales report on your Personalized dashboard
Get sales team wise and sales person wise sales report to get their productivity.
Generate activity reports of your each salesperson every day/month.
Track success of each marketing campaign from this report so you can plan your next marketing move
Each user can design his own personalized dashboard based on his role and requirements.
Powerful marketing tool can generate multiple report from your each department to get exact analysis of your business
Auto-Create Project from Sales order with default task
Save your time, and everyone will get their task on a single screen
Get a Real-time Notification Popup of your every planned Activity
Get a Real-time Tracking of each task & Project Progress
Track daily activity of employee to measure their performance
It will increase transparency and trust of your customer
So your employee can plan their task based on priority
Increase transparency and reliability in your task & finish the task on deadline easily
Each user can create his own personalised report based on his requirement and role to perform better
Each department has its own interactive dashboard to get most information from a single point
Customized reporting tools will generate lots of reports to keep you aware of each corner of your business.
System will generate alerts for your pending task, so you can complete it on time.
System will generate multiple reports in multiple formats like pivot, column, pie graph etc for better analysis
Automate and manage workflow of your business with routes to reduce your process time and cost.
Automate and manage workflow of your business with routes to reduce your process time and cost.
Track the Performance report of CRM module.
capture lead automatically from various sources.
Assign, Track and Manage Leads with activities
Manage user wise personalized Pipeline with stages
Personalized activity reminders do not allow to miss any follow-up.
Set Auto-follow up and increase conversion rate
create & send quote by mail, and set auto follow up
Manage CRM from mobile for your field staff.
Live report of leads, activity and sales by each salesperson.
Easy to create master by Import, Export data in Excel sheet