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Sales & CRM Module

To manage leads, customer relationships, follow-ups, sales pipelines, and deal closures.

Benefits:

  • Never miss a sales follow-up
  • Increase conversion rates with clear visibility
  • Personalized experience for every customer
  • Complete sales tracking in one place

Key Challenges:

  • Lead & opportunity management
  • Sales funnel with stages (Cold → Warm → Hot)
  • Follow-up alerts & reminders
  • Customer communication log
  • Quotation & invoice generation
  • Client-wise sales reports
CRM Graphic

Best For: Retail, manufacturing, healthcare