Contact Manager

Manage contact and account profiles, log activities, tasks, events and comments. Merge accounts to remove duplicates

Marketing campaign management

Plan, set-up, execute, track and evaluate results of marketing campaign. Use the the simple to use graphical tool to generate personalized and customized emails for seminar invites, newsletters etc and send it off to your customers.

Automated response logging

All actions- quotes, newsletters or literatures sent, sales made, customer requests, customer responses on invitations are automatically logged by Salesgenie CRM++.

Lead Management

Unique feature! Get triggered about sales opportunities before your competition. See below for how:

Salesgenie CRM++ offers comprehensive management of the entire sales cycle. It uses the well known BANT methodology to qualify an opportunity so that at any given time, the sales people know what their funnel is worth and where their individual opportunities are.

Salesgenie CRM++ features and functions:

Manage sales

• Through direct sales team
• Through distributors
• Or, through a mixed mode channel
• Proposals
• Multi-currency quotations
• Invoices
• Opportunity Management over entire sales cycle

Salesgenie CRM++ allows you to profile all your customer contacts to the right level of detail. It also logs all interaction history at the individual contact level and helps aggregate interactions to the account (organization) level.

Specifically, Salesgenie CRM++ Contact Management features include:

• Account List
• Contact List
• Account Details
• Contact Details
• Aggregate view of contacts against an account
• Aggregate view of activities against a contact
• Ability to trigger actions from the contact details view
• Auto-logging of activities (registrations, attendance, literature mailing, quotations and invoices)
• Merging of duplicate accounts
• Sorting and filtering of accounts and contacts for clean up.