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.

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 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.