Features

SalesGrow CRM is a fully customizable Customer Relationship Management (CRM) software for managing your customer relations in a best way. SalesGrow CRM software helps to simplify your organization methodology marketing, sales tracking, inventory system and customer support functions in a one software system.

Dashboard

SalesGrow CRM dashboard gives a real-time snapshot of your organization's key component. With the help of SalesGrow CRM dashboards, you can easily visualize the patterns and data flow in sales, marketing, support, and inventory related data. For instance, you can have look at the leads closing by source, compare the current month sales with last month sales.

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Lead Management

SalesGrow CRM Lead management is a key business process that combines tools with techniques to get productive leads generation, management and tracking of new sales opportunities. In SalesGrow CRM, lead management is a very effective solution to automate and enhance the lead management and make track of leads through their entire life-cycle.

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Custom Modules

Do not restrict your SalesGrow customization with standard modules. You can add modules without using developer tools according to your business need. These custom modules work like any other standard module allowing you to customize, import and export data, configure workflow rules, link with standard CRM modules and generate analytical reports.

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Report Management

SalesGrow CRM provides fully customizable reports in all the modules (Sales, Marketing, Support and Inventory ). We have different category of reports Standard report, summary report and matrix report. We provides various features such as cross-linking modules, aggregate functions, advanced and standard criteria, Three-level column grouping, public/private folders to restrict accessibility. Report scheduler can schedule report to send report as Excel file through email. In addition, 25 plus standard reports are already available in various modules.

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Sales Forecasting

Salesgrow CRM forecasting feature integrates the data in the potential (opportunities) module to assign sales targets, achieved target amount, closed amount, amount in pipeline etc. It can be achieved based on input of a particular Year and Quarter (month) pertaining to a financial year. SalesGrow CRM can create fully customizable sales forecasting report. It can identifies the sales user target status achieved , pipeline and shortage target amount.

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CRM Customization

You can customize SalesGrow CRM software according to your business needs in just few clicks. You can create new modules and customize existing module without using developer tools. These custom modules work just like any other standard module allowing you to customize, import and export data, configure workflow rules with standard CRM modules and create custom reports. SalesGrow CRM is modern CRM that enables you to add new custom form fields in modules. Custom filed can be any type such as picklist, currency, radio button, autonumber filed, checkbox etc.

Website Integration with Forms

Get visitor inquiry details right into your SalesGrow CRM account. You do not need the help of an technical expert to create web forms for your website. Just drag and drop the form fields in the form using the built-in WYSIWYG editor. You can also set set validation rules and css styles, auto-populate additional information using hidden fields and much more.

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Territory

Territory Management facilates larger companies with a complex sales structure to organize their sales activities in 360 degree views. Territory can be created for sales team based on geography, product lines, industry etc. Territory Management can handle any customer segmentation Customer accounts are easily shared among territories, identify regions that make profit, integrate territory with sales forecasts.