Qualify Leads

simply CRM provides an intuitive platform to track and manage Leads. Not all Leads will bring in Revenues. Classify Leads, distinguish leads that hold potential to become sales and follow up accordingly. This will enormously reduce efforts and saves time of your Sales Team members; As a result, they can spend time on set of Leads that are very likely to purchase.

Creating Filters

Filters play an important role in classifying records. This helps your sales team members to filter Lead records with desired criteria. You can be able to limit your search to selected columns and search criteria. You might categorize Leads upon Sales Stage, Lead Source, Rating etc. You can also create Custom Fields and filter with Custom details. Learn More

Scheduling Events and To dos

Customers, they really like timely follow ups. This could be the best way to capture attention or to create an impression. You can schedule Activities like Events: Meetings, Calls etc and To dos: Tasks to follow up with prospects. Follow ups will bridge the gap between your Sales Team and Customers. With simply CRM, hopefully, you will not miss one. Learn More

Sending Emails

Sending emails could be the best way to market your product. You can automate sending emails or you can send them manually. With simply CRM, you can send customized News letters and predefined templates. Interestingly, you could also see the statistics of the emails sent and emails read by your customers. Get going.!!Learn More

Need more help with Simply CRM?

Explore help topics- Search now

Reach our awesome support – Email us on Support@simplyhq.com