Contact Management

In an organization there is no end to the number of contacts that has to be maintained. Maintaing the contact details of each individual manually becomes very tiresome and might lead to confusion if not managed properly. With the WorkCRM 360° customer profile view all your contacts properly, so you can focus on what you do best - sell.

The contact management dashboard provides information about all your leads’ social profiles and company, so you get the complete picture on your leads. Recent conversations and calls are logged in the profile and most importantly the event timeline helps to track your leads’ behaviour so that you can manage your sales interactions effectively.

Email Management

WorkCRM email management forum helps you to access all your sales interactions, eliminating the need to switch between applications. By connecting your mailbox, the CRM filters out only your relevant customer emails and associates it to the lead or contact along with attachments, if any.

Sending mails either from your mail box or from WorkHCM, and then finding the mails in the Sent folder is taken care at a professional level. Also sending mass sales campaigns to the customers for meaningful and productive conversations is sincerely managed.

Pipeline Management

The WorkCRM sales pipeline management helps your sales team to achieve their targets with proper planning and execution. It consists of Opportunities, Expected Close Date for Winning, Win/Lose Analysis, Proposal, Opportunity Value & Activity History for achieving the sales with value and productive results.

Lead Generation

Get your business planned systemically by knowing your most relevant leads and then sending it across to the sales team for effective conversions. With WorkCRM, automatically get access to all the necessary details about your customers— conversations, deals (open, won or lost), touchpoints with your company, and the tasks and appointments scheduled with them.

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