Customer Management

Scopex customer management is a smart tool to scale your business.

Scopex gives you a clear roadmap to organize and work collaboratively to enhance your business growth. Get quick access to all the information on the go by streamlining efficient customer engagement, third-party platform integration, and workflow automation. Get real-time actionable reports with Scopex interactive dashboard.

Get organized and work collaboratively

  • Capture your leads from various sources and understand which one to convert into deals and which one to unqualify.
  • Generate leads in one click, manage contacts and deals easily, create tasks and notes.

Save time with an interactive and comprehensive dashboard.

Get a dashboard that gives you accurate information of your leads, opportunities, sales teams, forecasted revenue, expected revenue, and so on, in real-time. Get complete data in a single page for a thorough insight and quicker action.

Get a real-time overview of lead pipeline activity on a single page.

  • Create multiple custom sales pipelines and add custom fields to suit your business.
  • Create a different pipeline for the different teams for different products.
  • Create a smart list and filters for your data.

Automate the redundant task and do things your way.

  • Stay on top of all tasks with In-App and Email Reminders.
  • Get insightful reports in real-time on your teams’ productivity.

Customer engagement for a better relationship and faster conversion.

  • 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.

Customizable reports and insights.

Do away with your spreadsheets and get real-time visibility on the actionable and interactive analysis reports. Get dedicated Reports on the pipeline, leads, and activities for actionable insights today to improve your business tomorrow.

Seamless Integration to save your valuable time.

Integrate the third-party platforms with Scopex and let the leads flow in automatically in real-time. Get seamless integration with other modules to ease your work and save time.