Best Lead Capture Automation Software: Never Miss a Lead
Autoresponder is pre-integrated with many useful 3rd Party Online services. By enabling these integrations you can save time, money & effort.
Powerful sales management software for high-velocity sales Smart solution for sales lead management
Lead Distribution
Set rules to automatically assign leads to salespeople as soon as they come in.
Lead Qualification
Score and qualify your leads automatically and help your salespeople prioritize their tasks.
Follow-ups and Tasks
Automatically assign follow-ups and tasks to your salespeople to help plan their day.
Sales Notifications
Set rules to alert salespeople as soon as their leads take an important action.
Sales Funnel Movement
Score and qualify your leads automatically and help your salespeople prioritize their tasks.
Sales Tracking
Automatically assign follow-ups and tasks to your salespeople to help plan their day.
Manage your teams & define their roles
Territory Management
Define your sales territories, user hierarchies, goals and user permissions accordingly.
Role-based Access
Ensure that your agents can access only the leads and data relevant to them to ensure field-level security.
Sales Regimentation
Dynamic forms to show your agents only relevant fields to ensure high productivity and 0 manual errors.
Day Planning
Sales performance management software to plan your salespeople’s day including meetings, routes, tasks, and more.
Guided Actions
Whether you are a B2C business or B2B, sales time management is crucial. Guide your team of the next best action based on your sales process.
Hierarchy-based Reporting
Get hierarchy-wise insights into the performance of each region, team, salesperson, and more
Real-time sales dashboards
Conversation Tracking
Keep a track of emails sent by your team, as well as the open & click rates.
Calling Reports
Keep a tab on the call volume, connect rate, and successful conversation numbers.
Pipeline Reports
Track the number of leads in each stage of the pipeline for your teams and reps.
Field Meetings
Keep a track of emails sent by your team, as well as the open & click rates.
Sales Closure Reports
Keep a tab on the call volume, connect rate, and successful conversation numbers.
Activities Vs Revenue
Track the revenue contributed by each rep and shortfalls vs. the activities performed.
Get complete overview of your sales operations
Get a tight grip on your sales process. Monitor every aspect of your sales – leads, funnel, salespeople, and revenue. Know exactly where the leads are in your pipeline, track their movement down the sales funnel, sales closures, and more. The cloud-based sales management CRM also helps you access and update data (based on sales activity) on the go.
A robust sales management system to manage escalations
Notify sales managers in case of important sales activities or inaction on a salesperson’s part. For instance: Notify managers when a positive sales interaction has occurred but, there have been no follow-up actions on the lead for the past 21 days
Sales Pipeline Management
or Sales Funnel module helps the sales team to prioritize, forecast, focus & win high probable sales opportunities. The module consists of Opportunities, Expected Close Date for Winning, Win/Lose Analysis, Proposal, Opportunity Value & Activity History.
- Sales Opportunity with Value.
- Sales Funnel with Probability.
- Win/Loss Analysis with Details.
- Customer Segmentation based on Opportunities.
- Best sales automation software
- Customer Past Business & Order History
CRM Reporting & Analytics
he module is a powerful business intelligence tool that helps the management team to analyse complete sales performance. The report engine is dynamic, flexible & easy to use such that users can take the customised reports as per business requirements.
- Source wise lead count along with status. Filter data based on dates, source, status, etc.
- User wise lead count along with status. Filter data based on dates, source, status, etc.
- Leads that are not updated for the last 3 days & beyond are shown with ageing details.
- Leads are assigned to a user, but the user has not called or created any activity on the lead for the last 3 days.
- Sales team's caBest sales automation softwarells, visits against a particular lead along with status, date & time.
- Sales Funnel report based on lead status. The sales funnel shows the details of sales conversion ratio.
Marketing & Promotion
Create & track with analysis reports of the promotion and marketing. AUTORESPONDERZ CRM campaigns module allows you to design, create, track, and optimize your marketing initiatives. Marketing campaign goals can vary, from generating brand or promotion awareness, to obtaining new leads, converting leads to new sales, or encouraging existing clients to purchase more products or services. Manages campaigns from start to end, including setting up target customers, automating workflows and measuring success based on clearly defined metrics.
Quotation, Sales Order & Invoice
Create, manage, print & share your Quotation, Sales Order & Invoice
Quotation
A Quote is a formal statement issued by seller to the prospective buyer, basically on a request for a quotation. It contains the detailed list of Products and Services, Prices and Taxes, Dates, Parties involved, Address information, Terms and Discounts. Quotation send by email and sms to the customer. User can share quotation print on whatsapp.
Sales Order
Sales Order is an internal document generated within the company after the Purchase Order is received. It helps your sales team track all the Products or Services that should be manufactured, shipped etc according to the agreed prices and dates. Sales Order comprises Sales Order number, Billing and Shipping Address, Products or Services, Prices and Taxes, Terms and Discounts. User can share Sales Order print on whatsapp.Best sales automation software
Sales Invoice
An invoice is a non negotiable itemized statement issued by a seller for the Products and Services rendered to the buyer. Invoice can also be called as a Bill in simple words. It usually contains the Products or Services details, Prices and Taxes, Dates, Parties involved, Address information, Terms and Discounts.User can share Sales Invoice print on whatsapp.
Purchase & Inventory
Create, manage, print & share your Purchase & Inventory
Purchase Order
A purchase order is a legal document handled over to a vendor to purchase Products or Services. It offers you a channel to explain your requirements and intentions explicitly. Purchase Orders comprise the purchase order number, vendor details, product or service details, terms and conditions, prices, etc. User can share Purchase Order print on whatsapp.
Sales Order
A vendor is a person or organization that supplies Products or Services to your company. A vendor can also be a manufacturer or a re-seller.