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AAPPTA CRM

to manage business relationships and the data associated with them.

Short Description


Our talent team has created a well-organized CRM tool which is having a handful of uses to communicate your client or customer, to allot the project to a particular employee, to manage the report of the product and work and more. Our CRM tool will create a complete business platform for your team to manage and enhance your brand’s profit.

    Why you have to choose our tool,

  • Save your time
  • Portable
  • Easy to manage

About


Dashboard:

  • Dashboard is the place where you can maintain all shortcuts and chart reports of product and sale.
  • Every time, you need not search your reports. You can save and maintain that all on the dashboard.

Products:

  • Under this option, your products details will be saved which is useful for the customer to gain the knowledge of product details for inquiry.
  • List of the product is the field, where you can save your product’s list for company database.

Sales Executive:

In this field, you can add your new sales representative. Also, you can maintain the complete list of sales executive. This is very helpful for the lead to manage and allot the project based on the availability of executives.

Campaign:

  • In campaign field, the company can post their new campaign which has to reach all their customer.
  • Also, there is a field called Campaign list, in this, the company can maintain and review the response to their campaign.

Features


Reports:

  • The major field where you can manage and retrieve all the reports about the product, work, employee, users who are active and inactive also the discount reports .

Target:

  • Target field will help the lead to allot the project or target to the particular employee.
  • Also, it helps to view the target achieved by them.

Task assigned:

Through this, the team lead can allot the task to the specific employee based on the availability. With this, they can check the status of the task.

Appointment:

  • The appointment can be fixed with your client through our special tab called “Appointment”.
  • We have various field under the appointment which are Today appointment, upcoming appointment, and previous appointment.

Solution


  • In this field, you will get your new enquiry from you customer based on their requirements.
  • Also, you can manage your pending enquiry, which was not responded your customer or which was kept under hold.
  • If you can go through the status of enquiry which is under process, you can check under the process enquiry. It has the complete details of enquiry that under process.
  • Also, the lead can check the enquiry which are completed successfully by the executive.
  • If you receive any back feedback or wrong enquiry, it will be saved under the Negative enquiry.
  • Additionally, we have created option to retrieve list of enquiry which were received in last 24 hours and 48 hours.

Additionally, we have created app as well website, which helps the employee or manager to access the reports from anywhere. To experience our tool, ring us

    +91 81440 99096