Sale CRM - Kbit Solution

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Contact Management & Profiling

Have you forgotten about your last communication with your customer or the quote you sent them? With a complete conversation history, you’ll always know what’s going on with the customer. All customer communications (email, SMS, ZipCalls, invoices, quotes, and tasks) will be centralized.

Team Performance Dashboard

From a single dashboard, you can see how your team is performing. From their daily performance to other analytical data on a single page, management is able to make the right decision at the right time.

Daily Digest

Have you missed any follow-ups? When you receive a large number of leads on a daily basis, the chances of losing old leads increase. With Daily Digest, you’ll get a clear picture of your daily tasks, missed follow ups, goals met, and a plethora of other analytical data.

Generate Leads On Your Website

To generate leads on your website, you don’t need an IT team or a developer. Our two-line code will provide you with a free contact form with calling features to help you generate more leads from your website.

File Manager

There are numerous documents that you send to customers and receive responses from them, such as KYC documents, proposals, RFPs, and so on. Keep them all in one place with an in-built file manager for each user.

Workflows

Workflow allows you to automate time-consuming tasks based on actions. Sending an autoresponder email to a customer, for example, as soon as a lead is created in the CRM.

Marketing Automation

Create email flows that will send emails to customers on a regular basis. You can, for example, create a flow to send a tutorial via email every alternate day or a reminder of pending service after 15 days from the last reminder.

    
        Stop Using Multiple Softwares To Manage Customers
Best Sales CRM For Small Business

Sales

Every business relies on sales, and in order to maximize the value of the leads received, every company requires Customer Relationship Management software.

Marketing

Sales is not a one-time interaction. You will need to nurture your leads' relationships. Intueri re-marketing automation aids in the resolution of the most pressing marketing issue.

Support

Revenue generation from an existing customer is much easier than revenue generation from a new customer, but it requires proper customer support. Intueri CRM includes a free support solution.

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Contact Management

Manage every interaction with your customer through a simple interface. Get all communication at your fingertips.

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Lead Generation

Engage your website visitors and turn them into leads. Texting is old and boring; with ZipCall, you can communicate with them in real time.

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Invoicing

Let your team members send quotes and invoices directly from the CRM panel and save your time and convert customers faster.

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Helpdesk

Innovative financial market programe
Allow your customers to submit support tickets. Your team members can respond directly from their CRM panel.

Contact Management

Manage your contacts like a boss, with every communication and detail at your fingertips in seconds.

Invoicing

Quickly send invoices to your customers. All of the information is retrieved automatically from CRM.

User Engagement

Connect with your website visitors and increase the number of leads generated by your marketing efforts.

Ticketing System

Better support helps to retain customers and allows them to self-resolve issues. You can provide 24x7 support with a proper ticketing system.

Marketing Automation

Automate your marketing and run campaigns without relying on humans. Send Email, SMS, and WhatsApp messages based on business rulesets.

Bulk Email Campaigns

Email still has the highest ROI. Use any email service provider to send bulk email campaigns directly from the CRM panel.

Workflows

Let your actions start a chain reaction to update the CRM or perform actions like sending an email to user or customers.

Bulk SMS Campaigns

SMS is inexpensive and has a high open rate. Use any SMS service provider to run bulk email campaigns directly from the CRM panel.

Proposals

Create personalized proposals for your clients and send them as a PDF attachment. You can also create templates that all employees can use.

Deals Management

Always keep your sales pipeline close at hand. There's no need to poll your team or search the CRM.

Custom Forms

Create forms to your specifications and attach them to the customer's profile. Get the data you want and need.

Daily Digest

On a single screen, you can see all of your tasks, missed follow-ups, and recommendations. Get sales performance charts and graphs and act on them.

Task Scheduler

Create and schedule tasks to receive an automatic reminder before the meeting or follow up. Meetings are no longer forgotten.

Escalations

Custom forms and processes can help you automate approval management. Improve approval turnaround times.

Webhooks

It is simple to send data to any third-party software. A straightforward approach to using one-way APIs.

Subscriptions

Manage your customers' memberships and subscriptions from a single interface. There will be no more spreadsheets to calculate their renewal dates.

Contact Form

Without a website, generate leads from any platform (Social Media, Email, SMS, etc.). It's completely free!!

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CRM

E-Commerce

Software Development

Food Delivery

CRM

E-Commerce

Software Development

We make good CRM strategies for you

Best Sales Tools To Improve Productivity

Contact Management & Profiling

Team Performance Dashboard

Daily Digest

Generate Leads On Your Website

File Manager

Custom Filters

Re-Marketing

Workflows

Marketing Automation

Task Scheduling