Catalystk CRM allows tracking the clients through the Status/Workflow
Status is a client's way of thinking, that can be specified in a short form so that it can be mentioned in CRM to follow the clients and can be maintained as a record. Catalystk allows us to create and follow status to know a customer's way of thinking, which shows a particular status or workflow that describes the aspect of certain sales situations.
Catalystk also has free CRM software, ERP software, Manufacturing software, service software, AMC management software, inventory software, free GST invoice software, 500+reports, and quotation software.
Benefits of tracking clients through status:
- A short description and generally gives information without going into much detail.
- It helps to understand the customer's buying interest thereby follow up made easy and convert them for sales.
- It describes the current situation of a particular client, like how a customer thinks and behaves, which leads to a key of any business endeavors.
- The reports can also be generated through excel for preferred status wise to know and identify your customer better.
Steps to create and select a status for clients:
- Click the “Lead” tab and then click the “Status” tab and select the “New Status” enter your preferred new status and click “Save”.
- The Status options view as the drop-down text for you to select the desired status in all the preferred fields of the "leads" tab, "Sales" tab, "Purchase" tab, "Finance" tab, "AMC" tab, etc.
NOTE: For any clarifications Kindly contact the support team.