CRMTrak – Contact Management and Sales Leads Tracking software
CRMTrak is an easy-to-use and easy-to-implement online CRM application that doesn’t require any special software to maintain or install.
With CRMTrak, Users can easily track leads, activities, sales opportunities, etc.
Simple CRM is the Marketing Tracker for you that provides a flow system of Business operations.
It makes you active in participating in your business activities and sharing them freely with your clients.
It helps you manage your business’s internal and external activities with the aid of this system that enrolls your tasks, appointments, and activities.
The main functions of CRMTrak are as follows:
- Easy management of all your Inquiries of yours from the processes.
- Feel free to fix an appointment date with any professional you know well for new clients and clients that already exist.
- You can plan and record all your activities, appointments, and tasks.
- The dashboard lets you quickly look at the state of the business and the management of the functions that are performed on a day-to-day basis.
Features of CRMtrak
- Unlimited Custom Fields
- Track Activities, sales opportunities, quote, etc. by contacting
- can insert your accounts into your group contacts with the aid of a single view that provides related information
- With the aid of email alerts, you can assist your team members
- To the history of your contacts, you can easily add emails with the aid of CRMTrak
- You can easily attach as well as upload documents to any of your contacts
Sales Lead Management
- Stages of custom sales, as well as sales information, can be easily set up.
- Easy to track Goals versus Attainment
- Support Multiple Sales Reports (closes, pipeline, leads, etc.)
- Easy to Save, Edit and create Sales Quotation
- Create Quotation in the form of PDF format for customers with Your personalized logo
- Easy to track quotations by Contacts
- Integrated Product Catalogues
- Easy to Quote Email as a PDF directly from CRMTrack
- Easy to Revise and republish quotes at any time
- Simple to Calculate Totals and Sales Tax.
- Easy to track complete activity by using Contacts
- Schedule your future activities
- Dashboard Reminders for upcoming activities
- Simple To-do List
- Calendar and Day Planner
- integrated Google calendar and Outlook
- Broadcast your Email through vertical response
- Mail Merge
- Easy to attach your documents to Contact
- Classify documents as public or private
- Share Excel, Word, PDF, and any other important documents
- Inbuilt Support ticketing system
- Branded online customer support portal
- Personal Custom URL
- Provide Email Notification
- Customized internal and External email Alerts and auto Replies
- Customizable Sales information
This Crmtrak is a very useful application that is of great use. This application also contains a rich set of features that is of great use, and you will enjoy an upper hand in your business after using this.