Missing last communication with your customer or the quote you have sent to them? With complete conversation history you will always be up to date with whats happening with the customer. All conversation with the customer (email, SMS, ZipCalls, invoices, quotes, tasks) will be at a single place.
Understand how your team is performing from a single dashboard. From their daily performance to other analytical data on a single page helps management to take appropriate call at the right time.
Missing followups? When you get lot of leads on a daily basis then the chances of old leads getting lost are higher. With Daily Digest you will get a clear picture of your daily tasks, missed followups, target achieved and many more analytical data.
You don't need an IT team or a developer to generate leads on your website. Our two-lines code will give you a contact form with calling features free of cost to generate more leads from your website.
There are tons of documents you send to customers and they reply back, including KYC documents, proposal, RFP etc. Keep them at a single place with in built file manager for every user.
Build reports as per your requirement. Custom reports helps to fetch the data from CRM, which is most important to you.
Create custom reports for targeted marketing. You can create groups to send email based on CRM data like, Hot Leads, In-Progress leads or custom tags.
Workflow helps you to automate tedious jobs based on actions. For example, sending an auto reply email to a customer as soon as lead is created on the CRM.
Create email flows, which will send emails to the customers on periodic basis. For example, you can create a flow to send tutorial via email on every alternate day or reminder of pending service after 15 days of last reminder.
Get reminders for the follow up so that you won't miss a single one. Every missed follow up is a lost business, which is not recommended for any business.
Some of the use cases of how our existing customers are using the Intueri CRM.
Get the complete details of your customers on the CRM. Create deal pipeline, followup tasks and get consolidated timeline of the conversations.
In-built help desk let your support team to keep track of support requests from the customers, create knowledge base and reply to them from a single panel.
Automate the marketing via emails or SMS based on the actions performed by the customers without remembering yourself. Create the rules & let the system work for you.
Issue invoices, quotes, sales order and add to the user timeline to keep everything at a single place. Permission based roles to keep the data secure.
The best and cheapest plan for your business. Run your whole business with a single software.
10 users for CRM, Help-desk & ZipCall
Regular Price: $ $49/mo
Manage your customer's data in an easy to use CRM. Integrated with Facebook & Google Ads to manage leads from all the sources.
Send quotes and invoices through the CRM to smoothen the workflow of your business. Your sales team can send quotes in a single click.
Fully featured help-desk to provide support to your customers. Create tickets via email or a link or through ZipCall incoming calls.
A cloud based PBX to let your customers call you from anywhere in the world free of cost. Free for you, free for them.
Automate the process in your organisation. Send emails and SMS on different actions to the customers and automate the marketing.
Automate the email & SMS marketing. Define flow based campaigns, which works without your intervention. Get more conversions from your leads.