Crm Apps 323 Apps found. category: Crm ×

Create CRM checklist template CRM leads checklist opportunity checklist own CRM checklist pipeline checklist multiple CRM checklist for lead CRM requirements checklist CRM checklist for opportunity checklist progress for CRM multiple checklist on CRM

CRM Management Dashboard

CRM dashboard

Attaching CRM Related Documents and Images - CRM DMS

CRM Won/Loss Report and CRM Stage Report

CRM Google Places

CRM HTML Editor for pre defined questions or descriptions

CRM Kanban Quick Edit, CRM Pipeline Kanban Quick Edit, CRM Pipeline Card Quick Edit, Kanban Quick Edit, Card Quick Edit

CRM Inquiry: Alternative User Option Included. This feature facilitates seamless transfer between salespersons. When a transfer occurs, users are notified with a red alert button displaying the information of the originating and destination salespersons. Upon clicking the inquiry, the button changes to green, distinguishing the lead as owned. This feature enhances visibility and management of leads within the CRM Kanban view.

Set the Expiry date inside the CRM Lead.

This helps you to see CRM Lead stage Lifecle with days. amount of time an opportunities in CRM module has been in each stage before closing

Approve Leads Checklist Pipeline Check List CRM Check List and Approval Process Pipeline Checklist Approval Lead Checklist Approval CRM CheckList Approval Lead Approval Process Stage Wise Checklist for Pipeline Checklist Process Approval Checklist for CRM

Set Access Rights On CRM Leads based On Different Teams

User has more filters and group by options on leads, pipeline, activities and analysis reports

Restrict the user to move between stages of opportunity when certain fields have missing value.