ToolsonCloud

ToolsonCloud CRM is a cloud-based sales CRM software designed to assist businesses of various sizes in streamlining their sales process. According to the vendor, the software offers a range of features to organize lead management, contact management, task management, meeting management, email integration, and more.

Key Features

Lead Management: According to the vendor, the software allows users to capture, nurture, and qualify leads seamlessly. Leads can be assigned among multiple sales executives based on various parameters. Users can also qualify and convert leads to deals or contacts, and follow up with leads to expedite deal closure.

Deal Tracking: Users can track the progress of deals from initial contact to closure. The software enables monitoring of deal stages and updating of deal information. Additionally, tasks and reminders can be assigned for each deal, and reports and analytics can be generated based on deal data.

Contact Management: The software facilitates the organization of contacts from decision-makers to customers. Users can keep track of conversations and interactions, and maintain a history of interactions with each contact. Leads can also be assigned to different sales executives.

Task Management: Users can create and track tasks for leads and contacts, and set reminders for important follow-ups and meetings. The software helps users stay organized and prioritize tasks, and tasks can be assigned to team members for better collaboration.

Meeting Management: The software allows users to schedule meetings with prospects and customers, and book appointments directly from the CRM. Meeting invites and reminders can be sent, and meetings can be synced with calendar applications.

Email Integration: According to the vendor, the software enables users to communicate with contacts using emails from within the CRM. Users can send personalized emails to leads and customers, and access email templates for quick communication. Email interactions and responses can also be tracked.

Web to Lead Forms: The software provides the capability to capture leads from multiple sources such as websites, blogs, and social media. Users can create custom lead capture forms, and leads can be automatically imported into the CRM, streamlining lead generation and data collection.

Pipeline Customization: Users can customize sales pipelines to align with their business process. According to the vendor, users can define stages and milestones for each pipeline, visualize the sales pipeline for better tracking, and customize pipeline views and filters.

Sales Team Management: The software allows users to assign leads and deals to sales executives, and monitor individual sales rep performance. Users can also track team sales targets and achievements, and collaborate and share information within the team.