Without a CRM App, the enterprise spends quality time on managing the sales and marketing operations rather than focusing on core business goals. It required a one-stop solution to manage and oversee the entire sale and marketing operations at the ground level while the progress can be tracked through the same platform at franchisee as well as top levels.

We crafted an efficient Sales CRM for managing sales & marketing operations of executives, teams, and franchisees. The CRM incorporates well-defined features and functionalities and an intuitively designed interface for the different types of users of the App.

• User Dashboards: The CRM app provides specific dashboard views for each user type such as executive, team leader, admin, and super-admin with quick access features.

• Hierarchical Progress tracking: The super user of the App can view and track the performance of admins who are in charge of each franchisee and the performance of teams & team members operating under them. Admins can manage team targets and track the progress of teams and team members. Team leads can manage the target of individual team members and track their progress.

• Lead Management: Like any basic CRM, the app lets the user manage contacts (clients) and leads. The Kanban or board view allows to track leads and update their status through various stages of progress such as lead, opportunity, and won.

• Contact & Lead Assignment: The App includes features for assigning contacts to executives from members in the top hierarchy based on management needs, as well as bulk assignment of leads using file formats such as Excel.

• Client Interaction & Engagement: Pertaining to a particular client or a lead, the user can manage activities such as scheduling meetings and scheduling emails. The user can send email communication individually or in bulk to the clients.

• Quote & Invoice: The success of any sales activity is met when the lead gets converted and the quote is approved. The CRM app lets users create and mail sales quotes to the client as well as raise invoices post payment.

• Precise Reporting Mechanism: the users upwards in the hierarchy can view performance reports for teams, and individual members.

• Social Media Integration: The app allows smooth integration of social media apps such as Facebook and Instagram to source bulk leads.

Ease of user interface and all-in-one feature integration are chief factors that make any CRM a comrade of any business and that’s exactly what Senscript’s CRM app development is pinpointed on. CRM apps are becoming ubiquitous with their ability to be scalable and remain multipurpose. Be it automation of sales, project workflow, asset management, or content management, we tailor-fit a CRM for any of your business use cases aligning it with your goals.