CRM chat software for small business to improve lead management
Catalystk provides CRM chat software for small business organizations to improve the interactions among users, sales teams and enhance lead management. CRM with chat tool eases lead processing thereby improving business relations with customers. Using CRM software salespersons can easily connect with one another, start a conversation, share information ultimately simplifying the business workflow. Customer Relationship Management (CRM), is an approach used to build long-term business relations and the CRM software serves as an ideal tool by providing a chat feature, tools to track leads, analyze business prospects, log customer interactions, and monitor a lead status. It is embedded with multiple business growth tools to upload, record, access, and monitor customer data efficiently while maintaining data accuracy. It is an all-in-one automation solution for lead management, and sales management, thereby promoting overall sales and business growth. Catalystk CRM is an integration of Lifetime free GST billing software, free CRM software, ERP software, AMC or Rental software, Inventory software, Manufacturing software, Artificial Intelligence ( AI ), and 500+reports. It's fully free with all the options. Click the link to register for free.
What does a CRM system do?
A CRM system helps organizations build better and long-term business relationships with customers. It also provides a complete view of a customer's status, client history and helps businesses track potential customers and drive them into sales efficiently. CRM with chat feature helps lead processing and management among the sales team, eases sales conversion, and helps you win new sales deals with ease.
Catalystk CRM chat tool is integrated with features to monitor lead followups, missed follow-ups, assign leads with notification reminders.
Catalsytk CRM for small business is inbuilt with one of the best online CRM software tools to simplify customer management. The software's easy-to-use interface provides quick access to customer contacts with accurate reports of each. The CRM is embedded with multiple features that include - lead auto-capture, daily customer follow-up reminders, missed follow-up intimation, grouping, lead assign, along with notification reminders, user-wise, client-wise lead reports, and excel upload option to import customer data. The sales team can monitor lead status, sales projections, manage and close business deals efficiently.
CRM software features:
- Leads management
- Deals management
- Task management
- Notification reminders
- Quotation with images
- Quotation grouping products
- Revised Quotation
- Quotation without image
- Email Quotation
- Quotation Follow-ups
- Missed quotation follow-ups
- Proforma Invoice
- Sales Order
- DC
- Invoice with tax
- Return Received
- Automated Sales Order, Invoice mailing system
- Sales Projections
- Sales achievements
- HSN Code
- GST Calculations
- Finance management
- General Ledger
- Client Ledger
- Supplier Ledger
- Pending Payments
- Profit and Loss
- Sales management
- Procurement Management
- Purchase Enquiry
- Vendor Identification
- Purchase Order
- Goods Received Note
- Goods Return
- Purchase Invoice Verification
- Purchase Invoice
- Pending Purchase
- Sales Work Flow
- Grouping
- Follow Up
- Excel Uploads
- Excel Download
- Reports
Catalystk free CRM for small business is integrated with add-on tools to share business quotations, create invoices and improve sales workflow.
Catalystk free CRM software offers sales management tools, thereby providing a complete sales CRM solution. Using the sales tools businesses can monitor sales deals, projections, track deals won/lost, prioritize deals, set sales targets, and many more. Using the enhanced sales module you can maintain customer requirements, share professional quotations in multiple formats, manage sales orders, dispatch, and generate tax invoices. The CRM produces daily, weekly, monthly, and yearly lead reports, quotation reports, client reports, product sales reports, and other useful business insights. The CRM for small businesses is an all-in-one tool for enterprises to build customer relations and systemize sales management using a single interface.
