CRM Software Updated Features In Kenya For Growing Businesses
  1. PROJECT MANAGEMENT TOOL: powerful project management tool allows you to manage and invoice projects. Work together, manage timesheets and log expense reports.
  2. LEADS MANAGEMENT: ADC-CRM Software allows you to track your leads from click to conversion. Track leads from different sources, capture them, and identify the touchpoints that are most important. This will help you to engage better with potential clients.
  3. GOALS TRACKING: Track achievements and set goals. Notify staff about any failures or achievements. Keep track of everything to grow the business.
  4. Cloud-Based System: The cloud-based CRM system allows to access data from any device or place with internet access. Cloud-based CRM provides the convenience of having any time and anywhere access via any device.
  5. BUILT STAFF TASKS: Assign tasks to different employees, including task followers, and task attachments. Use smart filters to make it easier to keep track analysis of the team’s performance. Monitor the sales team’s performance.
  6. SUPPORT SYSTEM: Excellent support ticket system that includes auto-response. Staff notes for private tickets and ticket assignments attachments, ticket predefined replies.
  7. SALES PROCESS AUTOMATION: Create time-based and event-based workflows.Set specific rules and triggers that meet your business’s needs. Automatically assign leads and deals to your team. 
  8. One-click invoice creation: Create professional invoices that look great and professional. Attach the files and send them directly to customers with your invoice in PDF.
  9. Account Management: Engage with important contacts and accounts across all channels. Closely manage accounts for closing deals like never before. Easily find new opportunities for sales.
  10. Data Protection: Protect your data at the level of product with visibility and password protection. Control access to users and establish rules for sharing of data to create information hierarchies to protect information on your company’s account.
  11. Deal Management: Manage deals, their worth, and the anticipated closing date. Focus on deals with a higher likelihood of closure. Stay informed of the most important details about your deals, at any moment, anyplace.
  12. Auto Import leads Any lead generated for the company From anywhere for dealing that can be automatically imported in CRM and assigned to Staff members automatically.
  13. SEND SURVEYS LEADS /CUSTOMERS: Create surveys to make your customers smile. Include your question to increase the productivity of your company. The ability to send surveys to customers, and leads.
  14. Sales Reports: Keep track of important sales metrics. Visualize the data in charts and graphs. charts. Filter your reports by dates. Export as well as share them with your team.
  15.  COMPANY NEWSFEED: Create great events for your company Upload documents, facilitate communication between employees.
  16. DETAILED CALENDAR: You should have a clear understanding of all company’s activities, dates for invoice expiry contract expiration dates, estimate expiration date, task completion date.