Customer Relationship Management (CRM Apps)

Scopex helps your business grow with a customizable and extendable mobile CRM platform. Empower your sales team with robust product management and intelligent quote generation. Leads Assignment. 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.

Lead Management

  • 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.

Opportunity Management

  • 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

Order Management

  • 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

Invoice Management

  • 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 Crm 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

Contact Management

  • Build your own contact list
  • See a complete picture of all conversations with log notes
  • Alerts and activity schedules for the right time to get in touch with your prospective contacts
  • Log meetings with contacts (customers/ prospective customers) and have a track

Reports

  • Customer level revenue report
  • Sales invoice report
  • Territory level revenue report
  • Sales order report
  • Pending sales order report
  • Customer balance report
  • Customer ageing report
  • Sales by product report
  • GST reports
  • Customer level unbilled revenue report

CRM Pipeline

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.

Sales Pipeline

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.

Customer Management

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.

With Scopex CRM's Mobile App

You can connect with your customers when You're on the move,and manage your end-to-end sales cycle.

Download the best Mobile CRM app for iphone & Android.

  • World’s #1 Small Business CRM Software
  • Customizable and Extendable
  • Flexible and Scalable
  • Real-time Analytics
  • Low Cost CRM for Small Business

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Frequently Asked Questions

CRM Apps are robust all-in-one platforms that enable your business to sell faster with the best CRM solutions. It also helps businesses of every size manage contacts, leads, opportunities, sales, orders, and Reports. Scopex CRM is one such full-fledged App that is customizable based on your business needs. It allows workflow Automation and seamless integration of other modules.
Scopex CRM Cost depends upon the features and functionalities you opt for your business requirement.
The CRM process involves the activities and strategies that a company uses to manage their interaction with their existing and potential customers. The process involves lead capturing to establishing and maintaining good rapport with the customers to close the deals faster. It includes other processes, such as maintaining a customer database, information analysis, and report generation.
Yes, Scopex CRM tracks the client’s payment history.