Sales1CRM

Sales1CRM is a platform designed to streamline sales, marketing, and customer service team activities. According to the vendor, it caters to businesses of all sizes. Sales teams, marketing teams, and customer service teams across various industries can benefit from the features and functionalities offered by Sales1CRM. Additionally, it caters to the needs of real estate developers, brokers, agents, as well as medical professionals and healthcare organizations.

Key Features

CRM: Sales1CRM provides a comprehensive set of CRM functionalities, including account management, daily activity tracking, a 360-degree customer view, collaboration tools, and a knowledge database for self-improvement.

Deal Flow: Users can efficiently manage cold prospects, deals, and contracts using Sales1CRM. The platform offers integration with product and inventory systems for analysis, automated reminders, and document management within deals.

Quoting: Sales1CRM enables users to create, customize, and send quotations directly from the platform. It also offers quotation view tracking and seamless integration with ERP systems.

KPI Tracking: Users can set and monitor Key Performance Indicators (KPIs) for each team member, receiving personalized notifications and reminders based on their performance. Sales1CRM provides insights into individual and team performance.

Users: Sales1CRM allows for the creation and management of users, supporting unlimited hierarchy within the CRM. The platform also offers location tracking, enabling teams to check-in and report from anywhere.

Analytics: Sales1CRM provides robust data analytics and customizable dashboards to analyze organizational performance. Users can gain valuable insights from top-down and bottom-up perspectives and generate customized reports.

Chat & Ticketing System: Sales1CRM integrates multiple communication channels into one streamlined dashboard. It supports popular messaging platforms such as WhatsApp, Facebook Messenger, Line, Telegram, and Twitter DM. Users can create tickets, assign them to specific team members, and effectively manage customer issues.

Sales Force Automation (SFA): Sales1CRM offers a suite of tools to plan sales visits, create orders, obtain approvals, and integrate with ERP systems. It facilitates product and discount management, location tracking, and data analytics for comprehensive sales force automation.

Work Force Automation (WFA): With Sales1CRM, field teams can efficiently create and assign work call plans, track their location, and analyze team performance through data analytics. The platform empowers teams to visit customers and seamlessly manage tasks such as product delivery and equipment maintenance.