Lead Management System
Assign, Track, Capture Lead Automatically.
Lead Management System is a comprehensive module to manage complete lead management processes. This module covers all the major features from lead capture to assignment to closure
Generate Lead Automatically.
Assign Leads to a salesperson.
A salesperson can do and record follow up.
Send Personalized Email & SMS to Clients.
Identify & Focus on Hot/Winning Leads.
Personalized pending activity dashboard never lets you forget any follow-up.
Monitor Lead Status with Timeline & User Activities.
Close more leads with fewer efforts by marketing automation.
Forward all the leads from all your lead generation sources like E-mail, website, & B2B portals to Teknovate CRM to manage them from a single portal.
Lead followup Automation
Set Lead Followup Automation to as well as quotation follow up automation to increase conversion.
Manage leads in different stages and also track the history of each lead.
Attach documents related to lead or customer. Store all relevant marketing material in a centralized location.
Lead Priority Management
Prioritize leads, and Focus on hot leads to increase the conversion rate.
Import, Export Master data in excel sheets to reduce manual input and save time.
Personalized Activities Reminder Dashboard
Each salesperson can track and manage his pending activity from a single dashboard.
Sales, Calls & Visits Tracking
Get your sales person’s daily activity reports. Analyze performance based on his activity and sales he generated.
E-Mail / SMS Communication
Auto sends E-Mail / SMS against each action you performed to save time.
Track Sales Orders and dispatch to Increase Sales Efficiency & Productivity
Sales Management module helps sales persons to plan, prioritize daily activities such as calls, follow-ups & Visits. He can create and send quotes, and convert it to the sales order.
Plan, Assign, Track Review - Calls, Tasks & Visits
Create Quote against lead, mail to the client and set auto follow up
Track each quote with different stages
Create a sales order and invoice in a single click from quotation
Track invoice by paid/open stage
Set an auto followup of invoice to manage your cash flow.
Track the performance of each salesperson and sales team.
Single window entry system
Easily create sales order and invoice and payment receipt in a single click from the quotation.
Quotation Auto Follow up
Set Auto followup of each quotation to increase the conversion ratio with minimum efforts
Payment Auto Follow Up
Set Auto followup of each Invoice until it paid to manage your cash flow with ease.
Auto mail quotation & invoice
Automatically send quotation and invoice to customer to reduce your task
Salesperson Performance Report
Track Performance of each sales team and salesperson to decrease your cost of sale
Manage Agent Commission
Manage commission of the agent for each order, until it is paid to them.
Mobile CRM Software
Operate from anywhere, Specially designed for the people on move
Teknovate CRM Software can give you the leverage to operate it from any corner of the word through your mobile, and remain connected with your work all the time.
Easy to operate
better user experience
work from anywhere
ease of follow up
get instant report
plan better, grow fast.
Operate from anywhere
with Teknovate CRM App work from any corner of the world at any time
Manage attendance of field staff through an app with GPS location
Driving direction on Map
get your driving direction for your any customer in a single click
Track your field staff through GPS and get it's reports
Upload image & Doc
Upload image or document to any lead or contact directly from the app
App for Android & IOS
It is a Best CRM Software in which you can work on all devices like mobile, tablet, with any OS.
Business Intelligence & Reporting
Analyze, Review & Improve Sales Performance
Teknovate CRM Business Intelligence tool will help the management teams to analyze complete sales performance. The reporting tool is dynamic, flexible & easy to use such that users can take customized reports as per business requirements.
Powerful Reports Builder
Customized Pivot view
Export pivot report in excel
Save report as a favorite
Analise Reports in various graphical views like the bar, Line, Pie.
Live Sales Reports
Get live sales report on your personalized dashboard
Sales Team Productivity Reports
Get sales team-wise and salesperson wise sales report to get their productivity.
Lead Activities Reports
Generate activity reports of each salesperson every day/month.
Product-wise / geo location-wise sales report
Generate reports of products sold in each geolocation to track it’s demand based on area.
Sales Forecast Report
Forecast the Sales based on the leads, it’s stage and it’s expected closing date.
Marketing campaign wise Report
Track the success of each marketing campaign from this report so you can plan your next marketing move.
Powerful Reports Builder
Customize your report based on your need and save it for future use.
Each user can design his own personalized dashboard based on his role and requirements.
Department wise Live Reports
Powerful marketing tool can generate multiple reports from your each department to get exact analysis of your business