State Of The Art Marketing CRM
Track leads, close opportunities
and get accurate forecasts.
Customer relationship management is a vital part of any business nowadays where companies are trying new marketing methodologies and promotions to bring in more and more customers. The customer relationship management tools in the companies will do exactly that helping your executives to be more attentive in business opportunity generation sourcing in leads from various areas of business. Moreover, these customer relationship management tools have become integral parts of many businesses where most of their business opportunities are sourced from it. Sota CRM, a dedicated management module, offers you the intuitive management of the customer relationships operations of your company.
Attractive CRM Dashboard
Use of visual & configuration tools for operational readiness
Viewable in Kanban, lists, graph, activity, pivot & more
Custom stages on leads
Direct activity scheduling
Real-time Overview
Reporting on CRM provides a complete operational overview
Dedicated reports on pipeline, leads, & activities
Custom and default filtering group by options
Eye-catching reports with rightful insight
Well-defined activity scheduler
You will be able to schedule activities on leads using the scheduling tool
Scheduled activities with the calendar view
Schedule meetings, calls, emails, and many more
Generate leads from various sources
With the capability to generate leads from various sources allowing you to boost your business opportunities
Generate leads from websites, and eCommerce platforms
Generate leads from incoming emails.
Lead generation from marketing campaigns, and promotional programs
Advanced functional tools on leads
Tools for the management of leads and added advantage on opportunity generation
| Lead mining |
Follow-up on leads where you can schedule activities |
| Lead generation |
Deduplication |
| Lead enrichment |
Lead importing |
Custom pipeline operation
The pipeline of the CRM module can be well crafted to suit your operations of customer relationship management
Create custom stages of the leads
Activity scheduling option under each lead
Illustration on scheduled activities
Follow-ups on opportunities
The 360-degree view on all CRM operations
A dedicated window for sales management
Sota CRM holds a dedicated menu on the dashboard to describe the sales operations related to the CRM activities
Larger screen view on opportunities
Mobile view on sales operations with CRM
Dedicated customer address and information window
Manage CRM operations based on sales teams
Efficient communication to be connected with customers
Communication is a vital aspect of lead generation and opportunity generations for the operations of a business
Email templates
Customer alerts
Live chat and discuss module
Log chatter under each quotation
Analytical reports
Sota CRM platform helps you to generate advanced analytics as well as quantitative reports on customer relationship management operations
Generate reports on leads, pipeline operations, activities, and partnerships
Default as well as customizable filtering options
Illustrative reports
Fully integrated with other SotaERP Apps
eCommerce
With the integration with the website as well as the e-commerce operations, the CRM will be able to generate leads from website visitors.
Sales
Directly generate sales orders from the CRM leads. a time-saving and user-friendly tool for the sales teams of your company.
Email Marketing
Send the right message to your leads, opportunities and customers.
Invoicing
Turn quotes into professional-looking invoices in one click.
Unleash your growth potential
No credit card required.