Customer Relationship Management
We prioritize building lasting connections with our valued customers. At workXforce, we understand that strong relationships are the cornerstone of successful businesses. Our CRM approach is designed to enhance every interaction, anticipate your needs, and provide tailored solutions that exceed your expectations.
- Create and Update Sales Order
- Add update Products or Services
- Manage Inventory
- Add, Update Opportunity
- Manage stages of Opportunities
- Create Quote
- Create and Update Reports
- Create and Update Dashboard
- Add and Update Campaign
- Finding ROI
- Add, Update leads
- Lead source tracking
- Lead assignment
- Web to lead feature
- Lead Conversion
- Add update Products or Services
- Manage Inventory
- Add, Update Customer
- Import Customer details from .csv file
- Add, Update Contacts related to Customer
- View Customer 360
Our Pricing
Silver
- Campaign Management
- Lead Management
- Customer Management
- Contact Management
- Activity Management
- Opportunity Management
- Workflow Automation
- Approval Process
- Reports & Dashboard
- User Management
- Role and Hierarchy Management
Gold
- Silver+
- Product Management
- Pricebook Management
- Quote Management
- Order Management
Platinum
- Gold+
- Inventory Management
- Invoice Management
- Purchase Order Management
- Service Management
Are your inquiries getting lost?
Lost inquiries can result in missed opportunities and dissatisfied customers. Our customer relationship management (CRM) system ensures that all inquiries are captured, tracked, and managed effectively. With features like lead management and automated follow-ups, you can ensure that no inquiry falls through the cracks, leading to improved customer engagement and conversion rates.
Are you clueless about activities of your sales team?
It’s essential to have visibility into the activities of your sales team to understand their performance and identify areas for improvement. Our CRM system provides comprehensive insights into the activities of your sales team, including calls made, emails sent, meetings scheduled, and deals closed. With detailed activity tracking and reporting, you can assess the productivity and effectiveness of your sales team, enabling you to make data-driven decisions to drive sales growth.
Are you unable to forecast revenue you are likely to achieve?
Accurate revenue forecasting is crucial for business planning and decision-making. Our CRM system offers advanced forecasting tools that leverage historical data, pipeline analysis, and sales projections to provide accurate revenue forecasts. With customizable forecasting models and real-time updates, you can forecast future revenue with confidence, helping you set realistic targets and allocate resources effectively.
Are your invoices and payments getting delayed?
Delayed invoices and payments can disrupt cash flow and strain customer relationships. Our CRM system streamlines the invoicing and payment process, allowing you to generate invoices, send reminders, and track payments seamlessly. With automated invoicing workflows and payment notifications, you can ensure that invoices are sent promptly and payments are received on time, improving cash flow and reducing administrative overhead.
Are you troubled about sales team productivity?
Maximizing sales team productivity is essential for achieving business growth and profitability. Our CRM system offers a range of productivity tools and features designed to empower your sales team and enhance their performance. From lead management and opportunity tracking to sales forecasting and performance analytics, our CRM system provides the insights and resources your sales team needs to succeed. With streamlined processes and actionable insights, you can boost sales team productivity and drive revenue growth.
