Realkeeper

Realkeeper CRM is a software solution designed to streamline lead management, invoicing, CRM, and business accounting. According to the vendor, this solution is targeted towards small and medium-sized businesses in various professions and industries such as retailers, service-based businesses, freelancers, consultants, and small business owners. Realkeeper CRM aims to enhance customer relationship management and optimize business processes.

Key Features

Leads Management: According to the vendor, users can easily add and organize leads by capturing client details and using labels. Leads can be converted into customers with just a few clicks.

Make GST Invoice & Share: The vendor claims that Realkeeper CRM allows users to create professional GST bills according to GST regulations. Invoices can be shared with customers through popular communication channels like WhatsApp or email.

Remind to Recover Payments: Users can keep track of unpaid bills and send payment reminders to customers through various channels such as WhatsApp and SMS, according to the vendor.

Check Inventory Instantly: Realkeeper CRM provides real-time visibility into stock status and offers low-stock alerts. Users can access detailed information about inventory whenever needed, according to the vendor.

Customizable Sales Pipeline: The vendor states that users can tailor the sales pipeline to match their unique business requirements. Leads, deals, and customer interactions can be efficiently managed in one place.

Cloud-Based Access: Realkeeper CRM allows secure access from anywhere and on any device, storing data in the cloud for easy retrieval and enhanced data security, according to the vendor.

User-Friendly Interface: The vendor claims that Realkeeper CRM offers an intuitive interface, enabling users to navigate the software effortlessly. This can help streamline business processes and improve overall customer relationship management.

Lead Scoring: According to the vendor, Realkeeper CRM enables users to evaluate leads based on their potential and prioritize them accordingly, saving time by focusing on the most promising leads.

Sales Forecasting: The vendor states that Realkeeper CRM includes a sales forecasting feature, which allows users to plan for the future and make informed decisions based on projected sales data.

Customer Timeline: Realkeeper CRM provides a chronological timeline to track customer interactions and history. According to the vendor, this feature offers valuable insights into customer behavior and preferences.