ThePower

ful
Smal
lBusi
ness
CRM Syst
em
Bui
ldlonglast
ingr el
ati
onships
,savetimeandmake
moresaleswiththesimpleCRM s of
twarethat
's
desi
gnedf orgrowingteamswor kingB2B.

www.
360di
git
.i
n
 ZED CRM
W HYCUSTOMI SOFTW ARE
USABI
LITYI
SMOREI
MPORTANTTO THEBUSI
NESS?

Cust
omi
zedCRM Sof
twar
esol
uti
oni
.
e.,Cust
omerRel
ati
onshi
pManagement
i
s an i
mpor
tantpar
tofever
y busi
ness.I
thel
ps ent
repr
eneur
sfaci
li
tat
e
i
nter
act
ionst
hatconver
tleadsi
ntopayi
ng cust
omer
s.I
nfact
,thepr
ocesses
t
hati
nvol
vei
nCRM ef
for
tscanbequi
tet
edi
ous.That
’swhymostcompani
es
can i
nvesti
n CRM Sol
uti
ons.Qual
it
ycust
omerser
vicei
sthemostessent
ial
par
tofi
mpr
ovi
ng r
evenue,r
educe cust
omerchur
nandal
somaki
ngcl
ient
sat
isf
act
ion r
atesf
oryourbusi
ness.Fort
hisr
eason,t
hebestwayt
odot
his
t
hrought
heuseofCRM Sof
twar
e.

Todet
ermi
ne,
thi
ssof
twar
ecanal
low t
hebusi
nesst
oengagemor
ecust
omer
s
and r
emai
n compet
iti
vei
nthebusi
nessmar
ket
place.I
nfact
,itequi
pswi
th
t
ool
sfort
racki
ng cust
omer act
ivi
ty, i
nter
act
ion moni
tor
ing and cont
act
i
nfor
mat
ion r
ecor
ding. Si
gni
ficant
ly, t
his sof
twar
e can i
mpr
ovecust
omer
r
etent
ionandl
eadgener
ati
on.
Fur
ther
mor
e,user
scaneasi
lyr
educet
het
ime
spent on t
edi
ous manualt
asks on f
ocus on mor
e at
tent
ion-
demandi
ng
r
esponsi
bil
it
iescmswebsi
tedesi
gn.
Cust
omizedCRM Sof
twar
eUsef
ul
ForBusi
ness
CRM sof
twar
eismosti
mpor
tantt
othebusi
ness.
Tohel
pyougett
hebesti
dea
of how t
his sof
twar
e can i
ncr
ease yourbusi
ness oper
ati
ons,
thef
oll
owi
ng
expl
anat
ionoft
hebenefit
sofCRM.

Sal
esPer
for
mance
Customi zedCRM s oft
war ecanenabl eyoutof ol
low quali
ty
l
eadsand r educ
et het imewas tage.As wel las,y ou wil
l
checkc ustomerbuyi ng hi st
or i
es t o find l eads, upsel
l
opportunities or repeatcust
omer s,etc
.Moreover,i
thelpsto
determinet hemos tvaluabl
e c ustomers,create ac ustomer
rewards ystem orper s
onal
ized c ommunicat
ion toincrease
conversion.

Deci
sionMaki
ng
CRM CRM s
locati
of
twar
ondat
eal l
owsac cur
a. That meansy
at einsi
ght
ou c
sfrom r
an fine-
t
eal
une y
-
timeandon
ourtact
ics

SOFTW ARE
righta wa ytot ake advantageofanoppor tunity.Ithel
pst o
allocateresourcesnotj usti
nneedyar eas,butpr omi si
ngones .
Similarl
y,mor eac curatedatac anal
low pull
ing t ogether r
a w
bes tpracti
cesbys everaldepar t
mentst ofur thermpr ovethe
ent i
rebusinessoper ati
ons.

I
ncr
easedOr
gani
zat
ion
When deal ing with t housandsof c ust
omers,itbecomes
di
sorganizedandov erwhelmed.Ther i
ghtCRM softwaremakes
i
tsimplet ok eepcustomerdat aorgani
zedandr etri
evabl
e.By
maintai
ningac ont
ac tli
st,
itbri
ngsy ouquic
kaccesstoawealth
ofi
nformat ionsuchasc ustomeremai l
,tel
ephone,andbuying
hi
story,
etc .
. Pr
1 oject
s
Manage & invoi
ce proj
ect
s withthe powerfulProj
ectManagement
Featur
esTr
ack ti
me spenton t
ask and bi
llyourcustomer
s.Abi l
it
yt o
assi
gnmult
iplest
affmembersontaskandtrackti
merperassignerstaf
f.

2. I
nvoi
ces
Bui l
d Professi
onal and greatlooki
ng i
nvoices.Att
ach files andsend
directl
yt o your cli
ents, i
ncl
uding the i
nvoice PDF. Abi
li
tyt oset
up
recurri
nginvoices.

3. Est
imat
es
Create est
imat
eswi thin minut
es,send to yourcust
omer sand waitf
or
them toaccept.Abil
itytoautoconvertt heesti
matet oi
nvoiceaft
erthe
customer accepts. Your cust
omer s canview andmakeact i
onsonthe
esti
mat eevenwithoutloggingin.

4. Pr
oposal
s
Create good looking proposal
s and impress yourpotent i
alcl
ients or
customers. I
nclude images, tables, i
tems, youtube,videos,wit
ht he
powerfuledi
tor.Proposalcomment sallowedfornegotiat
ion.
v

5. Expenses
Creati
ngr ecurri
ngExpenses.Setupar ecur
ringexpenseandtheexpense
willautomaticall
ybecreated af
tert
hespeci fied per
iod.Theper
iod t
ime
couldbedays.Weeks,mont hsoryears.Abil
ityt
osetexpensesbil
labl
eto
customersorspeci fiedpr
ojects.

6. Payment
s
Recor
dandrecei
vepayment
sindi
ff
erentcur
renci
es.
Autogener
atedPDF
sentt
ocust
omer.Abi
li
tyt
oaddparti
alpaymentst
oinvoi
cesi
savail
abl
e.
7. LeadsManagement
Keeptrackofl
eadsinonepl aceandeasi
lyfoll
ow thei
rprogr
ess.Abil
it
yto
auto importleads f
rom emai l,addnotes,creat
eproposal
s,at
tachfiles.
Organizeyourleads in st
agesand changest ageseasi
lywith dr
ag and
drop.

8.W ebt
oleadf
orms
CRM webt oleadfeatureal
lowsyout obuildawebf orm basedonl eads
fieldsandcustom fieldstoplaceitonyourwebsite,l
andingpage,et c,as
onf r
ame.
Thevisi
torscanthenent ert
heirnames,emailaddresses,upload
att
achmentsandot herbasicinformati
on,tocr
eateal eaddirectl
yint he
CRM.

9. Suppor
tsyst
em
Greatsupportsystem t
hathel
psyoutr
ackandr esol
veissuesqui
cklywit
h
abil
it
yt o auto open ti
cketf
rom email
,inser
tknowl edgebaseli
nk,add
predefinedreplies.

0. Cal
1 endar
Haveclearview ofallyourcompanyeventsupcomi
nginvoi
cepayments,
cont
racts expir
ation,t asks fini
sh dat
e,remi
nder
s.You’l
lnever mi
ss
anyt
hingfrom thecal endar!

1
1. Cust
om Fi
elds
You can add cust
om fieldson PDF forinvoi
ces,payments,est
imat
esor
proposalsand manyi mportantf
eatures.Configureto fityourbusi
ness.
Abil
itytoshow inthecustomerport
alort abl
e.

2. Tas
1 ks
Assign t
asksto multi
ple st
affmembers,add fol
lower
s,attach fil
es.Let
yourstaffcommentont asks,upl
oadfil
es.Taskscanber el
atedto mostly
alli
mpor tantf
eat
ures.
3. Knowl
1 edgeBase
Createknowledgebasearti
clesand or
gani
zet
hem i
ngr
oups,Hel
p your
customersandbuil
dtrust
.

4. Cont
1 ract
s
Use Contr
act
sfeat
uretol
ock i
n cur
rentand f
utur
esales.
Easi
lycreat
e
cont
ractPDFandsendt
hecontr
actdi
rect
lyt
othecustomeremail.

5. Repor
1 ts
Generat
ereport
sandhavecl earvi
ew ofeveryt
hing.
Keeptrackofi
ncome
vs.
expensesandleadsconversi
ons.Knowledgebaserepor
tincl
uded.

6. GoalTr
1 acki
ng
Use t
he Goal
str
acking f
eat
urest o keep sal
esgoal
sin mi
nd.Abi
li
tyt
o
not
ifyst
affmembersaboutfai
lur
eorsuccess.

7. Per
1 sonalt
odoLi
st
Eachstaffmemberhast hei
rownper sonaltodoitemsboardtoi
ncr
ease
producti
vit
y.Easi
ly changetodost
atusbyt hedraganddrop.

8. Cus
1 t
omer
s Ar
ea
Thecust
omersareaisf
ull
ysepar
atedf
rom t
headmi narea.
Eachcustomer
hasthei
rownpor t
alwheretheycankeeptrackofal
lfinanci
aldat
af r
om
yourcompany.

ŁÑQE—
FEAƏṮQEṞ—

. Cr
1 eat
eGoodLooki
ngPr
oposal
s
Sendpr
oposaltol
eadsorcust
omersandwaitf
ort
hei
rfeedback.
Proposal
canbeaccept
eddirect
lyf
rom anydevi
ce.
2. SendEst
imat
est
oCust
omer
s
Abi
li
tyt
ocr
eat
eest
imat
esandaut
oconver
ttoi
nvoi
ceaf
teraccept
ing.

3. Adj
ustMenuI
tems
Easil
ydraganddr
opt
oadj
ustt
hemenui
temsandr
emoveunnecessar
y
feat
ures.

4. Tr
ackTi
mer
sbyMul
tipl
eMember
s
CRM t
rackt
imer
sbymul
ti
plet
askassi
gnees.

5. Easi
lyCopyTasks
Copytasksin no t
ime wi
th al
ltask dat
aincl
udi
ng assi
gnees,f
oll
ower
s,
checkl
isti
tems,att
achments.

6. Ti
mesheet
sRepor
ts
Haveacl
earvi
ew oft
heti
mel ogged f
oreacht
ask,
youcanusefil
tert
osee
t
otall
oggedti
mebypr oj
ectandbyst af
fmember.

7. Pr
ojectMi
lest
ones
Cr
eateproj
ectmi
lest
onesandor
gani
zeyourt
asksf
orout
standi
ngpr
oject
workflow.

8. E-
Signat
ure
E-Si
gnatureopti
on avai
labl
eforcontr
act
s,proposal
sand est
imates.Let
yourcustomerseasi
lysi
gnthosedocumentsandmakeyourl i
feeasi
er.
Agr
icul
tur
e Heal
thc
are&Medi
cal
Appar
el&Fas
hions HomeFur
nis
hing
Ar
chi
tec
tur
e&I
nter
ior
s Hos
pit
al&Cl
ini
c
Aut
omacChr
onogr
aphWat
ches Hous
eKeepi
ngSer
vic
es
Aut
omobi
le&Ac
ces
sor
ies Hous
ehol
d&Suppl
ies
Ayur
vedi
c&Her
bal
Produc
ts I
T,T
elec
om&Net
wor
king
Bags&Luggage I
ndus
tri
alPl
ant
s&Mac
hiner
y
Beaut
y&Per
sonal
Car
e I
ndus
tri
alSuppl
ies
Bi
cyc
le&Aut
oRi
cks
hawSpar
ePar
ts J
ewel
ler
y
Books&St
aoner
y Ki
tchenUt
ens
il
s&Appl
ianc
es
Bus
ines
s&Audi
tSer
vic
es LabSuppl
ies
Bus
ines
sSer
vic
es L
eat
her&L
eat
herPr
oduc
ts
Chemi
cal
s Mec
hani
cal
Spar
es&Par
ts
Comput
er&PCHar
dwar
es Medi
a&Publ
is
hing
Cons
truc
on&Real
Est
ate Medi
cal
Diagnos
cIns
trument
s
Cont
rac
tor
s&Fr
eel
anc
ers Mi
ner
als&Met
all
urgy
Domes
cPump Nat
ural
FlowerOi
l
Dr
ugs&Medi
ci
ne Out
sour
cingSer
vic
es
El
ect
ric
alEqui
pment Pac
kagi
ngMac
hines&Pr
oduc
ts
El
ect
roni
cs&El
ect
ric
al Paper&PaperPr
oduc
ts
El
ect
roni
cs&El
ect
ric
alComponent
s Pl
ast
erWal
lFi
nis
hes
El
ect
roni
csComponent
s Pr
oduc
tLeas
ing&Renng
Engi
neer
ingSer
vic
es R&DLabs
Ev
entPl
anner
s&Or
gani
zer
s Sands
toneAr
cle
Fas
hionAc
ces
sor
ies&Gear Sec
uri
ty&Pr
otec
on
Fi
berOpcT
ool Shi
ppi
ng,
Avi
aon&Rai
l
THANK
YOU

www.
360di
git
.i
n

dhar
mes
h@ec
ardonl
ine.
i
n

+918866266554
Sur
at,
Guj
arat
.