Customer Relationship Management (CRM)
Scopex helps your business grow with a customizable and extendable CRM platform. Empower your sales team with robust product management and intelligent quote generation. Leads Assignement. Solid customer support. Analytics & charting.
List of CRM Features & Functionalities
While analyzing and examining your choices for the right solutions, focus on CRM features and the functionality list of the desired system.
- Automate lead sourcing – from different other channels like websites, web forms, social media platforms etc.
- Distribute leads to sales team or resource
- Manage lead pipeline
- Nurture promising leads to conversion
- Sales stage and probability analysis
- Track key activities and information
- Engage with leads across multiple touch points like email, SMS etc.
- Generate and share quotes effortlessly (Online/PDF formats)
- Access Control on quote generation & approval
- Templates with Tax & Discount options
- Get stock information and adjust delivery commitments
- Track negotiations and discussions for a faster sales closure
- Resolve customer queries with hands on information
- Monitor sales team's activities on a real time basis for each opportunity
- Automate remainders for scheduled task/activities
- Manage item prices at customer level
- Set delivery milestone/date target
- Get alerts when items need to be delivered
- Track and control every sales order’s status in real time
- Estimate cost and profit line for each order
- Enable backordering for out of stock products
- Convert order copy to Invoice in one click
- Feasibility for partial invoices against order
- Track payment status for each order
- Generate delivery challans
- Enable and Send sales invoice automatically to customers
- GST management
- Save all critical documents related to sales at one place
- Create customer-wise balance reports and track all dues/credit within the same platform
- Notify and alert customers regarding pending dues, etc. automatically and regularly
Sales Team Management
- Empower sales team with accessibility to app from anywhere any time using mobile devices.
- Manage sales team territory/location wise
- Strategize sales target executive/team/ territory/location wise
- Monitor sales team and sales executive performance territory/location wise
- Analyse sales team and sales executive performance based on conversion ratio, deal size
- User role wise access control
Keeps track of everything within your CRM pipeline and handles it like a pro.
- CRM pipeline depicted in Kanban view.
- Easy to drag and drop the stages within the loop and prioritize your lead.
- Configure the colour coordination of the pipeline stages based on operational needs.
- Define Filtering and grouping tools.
- Define Priority-based star indication to each of the leads and opportunities.
An organized sales pipeline for hassle-free conversion of Leads into deals.
- Track development of opportunity and take necessary action.
- Define your custom pipeline stages. Define stage name and stage probability
- Create new opportunities
- Define follow up activities to nurture the opportunities
- Track the entire activity of the pipeline in Kanban view.
- Schedule and track meetings, email, call as the next activity.
Activity Event Management
Better management and filtering of activity records with greater compliance.
- Reduce human efforts through automation
- Filter and manage all the activities records.
- Easily create new event activities.
- Get Report and analysis of activity events.
- Seamless integration with other modules.
Get smarter and boost your business with customer-centric CRM
- Capture your leads from various sources with seamless integration.
- Generate leads in one click, manage contacts and deals easily, create tasks and notes.
- Save time with an interactive and comprehensive dashboard.
- Send emails and track all your communication in one place.
- Set up meetings with your clients.
- Send SMS and nurture your clients with relevant updates.