Forward Thinking CRM
Finish more tasks in less time
Working with a single customer no longer needs hundreds of tabs and procedures.
Methodize operations
Create your own flow and share with others in the team
Track Interactions
All client interactions are consolidated into a single feed, allowing users to see all that has happened with that particular client.
Features
Notifion CRM is a one-of-a-kind tool.
Upload Any Documents
Upload Images
Set Up Follow Up
Set Up Meetings
Add Private and Public Notes
Integrate with sms notifications and reminders
Do less accomplish more
What is CRM software?
Customer relationship management (CRM) software aids sales and marketing teams in automating and managing the customer life cycle. CRM software consolidates customer information into a single database, enabling users to better organize and manage interactions, automate routine tasks, and monitor performance and productivity.
Customer Relationships With No Blind Spots
One of the most useful CRM features is a detailed client profile that provides all relevant information from lead source to previous orders. With Notifion CRM, you can attach data, set operation reminders, and add invoices and quotes to customer profiles. Use the whole list of benefits of getting to know your customers.
Tracking the origins of leads
You may track the lead source, and understand how a certain client found your business by monitoring the lead source. Knowing this information allows you to plan tailored marketing efforts or distribute related promotional materials to your leads.
File & Image Uploads
Adding files like invoices and quotes to the client feed makes it much easier to understand and follow-up. Furthermore, client private feed is an excellent place for holding all contracts, ensuring that none are missed.
Open Data
For a variety of purposes, businesses need to export their consumer data. You may, for example, choose to use an email automation program to deliver an email newsletter to your entire contact list. Also useful is the ability to import leads from a CSV or XSL file, particularly if you're transferring contacts from one CRM system to another.
Template repository
Templates are premade content that can be used to jump start tasks such as sending an emails or text messages. Using the template library included in a CRM streamlines and accelerates task completion. Furthermore, the templates can be tailored to meet specific needs.