A complete toolkit for customer management and sales processes that helps
optimise efficiency and reduce the costs of acquisition.
We know how important for you not to overlook any information about your customers so we added multiple tools for you to never miss any detail. You can add Notes, set Meetings and Schedule Calls, Reminders, and even upload media such as images and documents.
We let you track the progress of your clients through our Client History tab. Ample information are provided starting from the time they were created in the system up to the time their categories are changed from Leads to Prospects to Clients.
Send emails to your clients without any effort as the system allows you to send plain texts or use prebuilt email templates. We also added a unique feature which is useful for your Sales Team and that is the ability to integrate a tracking link into the email.
Easily configure your email account such as Outlook, Gmail, Others: IMAP, SMTP into your mailbox.
We made it easy for you to transfer information of your Leads, Customers, and Prospects into the system without manually entering all the data one by one. Just collate all the data as a CSV file and easily import them into the system.
The system intelligently collates all information related to a client. With these collected information, you can come up with your next best action to improve your sales. You can also add custom fields to capture relevant information about your client.
Manage a history of the terms and conditions accepted by the client. You can also edit the version of your T&C’s and inform your clients right away by setting it to appear in the different sections of your Client Portal.
We enable the easy feature to change the categorisation of your clients. You can convert them from Lead to Prospect, from Prospect to Customer, from Lead/Contact to Partner.
Easily organize your information by categorizing them into Leads, Prospects, or Clients. We added the ability to set a status and sub-status (such as New, Contacted, Working, Waiting for Response, Not Interested, and more) for each category. Plus, you can also customize the statuses depending on your business process.
This lets you organize your forms based on your own process by segregating the information step by step.
Formulas are helpful in onboarding. Set scores and apply formula to each applicant’s response to the form question and our system will calculate a meaningful value that will help you identify who your potential clients are.
You can show or hide a field based on the conditions you set on the forms.
The system allows you to capture information from partially filled forms while complying to the privacy regulations.
Total information is captured once the form is completely filled and submitted. The system captures timestamp and location (IP Address) for each submission.
Track the source of every client using the tracking links and referral codes. The clients are automatically assigned to managers (sales person) or partners.
Create your custom request and set priority for each request with categories such as Low, Medium, High. Tailor each request further by using custom status (e.g. Sent to compliance, Waiting for approval, etc.) and applying user visibility conditions where you can show or hide request to a specific target customer.
Any issue that come up, your client can easily contact your support team by raising a ticket. You can change the ticket status (Open, In Progress, Closed) and send response to your clients.
Create a list of countries with a customised category like Blacklisted, Whitelisted, Low Risk, High Risk, etc. based on your business requirement.
You can set your partner type as Corporate or Individual.
Everything you need to know about your commission such as revenue, lots, accounts opened, funded accounts, active accounts, revenue percentage, capture percentage, and more are comprehensively included in this feature and you can also define your commission period or cycle.