Our Features
Features of LeadPlus CRM Software
Bulk Uploading:
- Import large quantities of leads quickly and efficiently from CSV or Excel files.
- Save time and reduce manual data entry errors.
Manual Entry:
- Add leads individually for greater control and customization.
- Ensure every lead is accurately captured and detailed.
Assign Leads to Telecaller:
- Distribute leads among your sales team members based on criteria like availability, expertise, or region.
- Enhance lead follow-up and increase conversion rates.
Lead List & Updating Status:
- Maintain a comprehensive list of all leads with detailed information.
- Update lead statuses (e.g., contacted, interested, converted) to track their progress through the sales funnel.
Chat Management:
- Communicate with leads directly within the CRM.
- Keep a record of all conversations for future reference.
Live Call Dashboard:
- Monitor live calls in real-time to assess call handling efficiency.
- Gain insights into call duration, wait times, and operator performance.
Incoming Call Report:
- Generate detailed reports on all incoming calls.
- Analyze call volumes, peak times, and caller information.
Click to Call:
- Initiate calls directly from the CRM with a single click.
- Streamline the calling process and improve efficiency.
Outgoing Call Report:
- Track and report on outgoing calls made by your team.
- Measure outreach efforts and identify areas for improvement.
Callback:
- Schedule follow-up calls with leads to nurture relationships.
- Set reminders to ensure no potential sale slips through the cracks.
Meeting:
- Arrange face-to-face or virtual meetings with clients.
- Sync meetings with your calendar to manage your schedule efficiently.
Demo:
- Organize product or service demonstrations to showcase your offerings.
- Track demo schedules and outcomes to measure their effectiveness.
PI Creation:
- Generate Proforma Invoices for potential sales.
- Provide clients with preliminary invoices that outline costs before finalizing a sale.
Receive Payment Against PI:
- Track payments received against Proforma Invoices.
- Ensure accurate financial records and follow-up on pending payments.
Generate Tax Invoice:
- Create official tax invoices for completed sales.
- Ensure compliance with tax regulations and provide clients with necessary documentation.
Add Operator:
- Seamlessly add new operators to your system.
- Ensure each operator has the appropriate access and permissions to perform their tasks efficiently.
Edit Operator:
- Modify operator details such as contact information, role, and permissions.
- Keep your team structure up to date and well-organized.
Create Task and Assign to Employee:
- Create tasks for various activities and assign them to team members.
- Ensure tasks are clearly defined and delegated appropriately.
Complete Task Updation & Report:
- Update task statuses as they progress.
- Generate reports to review task completion and employee performance.
Add Client Directly / Via Leads:
- Convert leads into clients with a single click once they are ready to make a purchase.
- Add clients directly to the CRM for those who are already engaged with your business.
Select Service / Products and Create Quotation:
- Build precise quotations by selecting from a list of services or products.
- Customize quotations with discounts, taxes, and terms to match client requirements.
- Manage and track petty cash transactions.
- Ensure accurate records of small expenses and reimbursements.
- Monitor employee attendance and manage leave requests.
- Keep accurate records of working hours and absences.
- Leverage WhatsApp for direct marketing campaigns.
- Send promotional messages, updates, and reminders to clients and leads.
- Create and manage support tickets to handle client issues and requests.
- Ensure timely resolutions and improve customer satisfaction with efficient support processes.
