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CRM

MYFiO ERP has a comprehensive inbuilt Customer Relationship Management (CRM) module which is customer centric and easy to use. It enables sales automation with the features like Lead, Contact, Account, and Opportunity Management, Assists the CSR and support teams with easy to use cases and activities. Reduces the workload of the marketing team with its inbuilt campaign management and contact grouping options.

CRM Features

  • Automate sales process from lead gathering to conversion
  • Manage sales opportunities
  • Create sales visibility with forecasts
  • Share calendar and tasks with the entire team
  • Share and manage documents
  • Case management with detailed reports
  • Browser-based email with integration to email server
  • Customer services and case management
  • Quotes, order entry, and order prioritization
  • Manage marketing campaigns, including outbound emails and call management
  • Tracking code reporting and management

Online CRM Software