CRM - Customer Relationship Manager
Monitor leads, obtain forecasts, and concentrate on what truly matters: closing deals.
Keep opportunities in sight.
Each opportunity is displayed as a card containing all the essential information, and each stage provides an overview of your anticipated revenues.
The Kanban view organizes opportunities by stage. Simply drag and drop them within the pipeline to move them from one stage to another.
CRM Features
Incoming leads
Automatically generate leads from emails, social media interactions, website visitors, event attendees, support tickets, and more.
Automate data
Send quotes in just a few clicks, manage your pipeline with drag-and-drop functionality, and more.
Schedule activities
Your scheduled calls are queued, ensuring a smooth transition from one task to the next.
Lead Nurturing
Create campaigns to automatically send emails tailored to each lead segment and their activities. Utilize various marketing modules to enhance lead acquisition from your website, including Search Engine Optimization tools.
Live Chat
Activate Live Chat on your website to engage with visitors and convert them into leads. Set rules for specific countries or pages, and use the chatbot to send predefined messages automatically.
Assignment Rules
Create custom rules to assign leads to the appropriate sales team or salesperson based on quotas and segments.
Manage Pipeline
Gain a clear view of your opportunity pipeline with the drag-and-drop interface for efficient management. Customize stages for each sales team and analyze the reasons for lost opportunities to enhance your sales effectiveness.
Tailor Stages
Personalize your pipeline by adding descriptions to each stage.
Customer History
Access the complete history of activities related to any customer, including opportunities, orders, invoices, total amounts due, and more.
Address Book
Create a shared address book for your sales team to access.
Full History
Access the complete activity history for any customer, including opportunities, orders, invoices, total due, and more.
Dashboard
Utilize predefined dashboards or create your own using the advanced reporting engine. Share filters with your team for better collaboration.
Ensure you never miss a follow-up.
Schedule calls, meetings, mailings, or quotations, and let Bapple automatically plan the next activity based on your sales script.
Seamless Cloud CRM Solution
Please fill out the form below to have a free demonstration.
CRM FAQs
A CRM system is a tool that helps businesses manage their interactions with current and potential customers. It is important because it centralizes customer data, streamlines communication, enhances customer service, and helps improve sales processes, leading to increased customer satisfaction and retention.
A CRM system can improve sales performance by providing sales teams with easy access to customer data, enabling them to track leads and opportunities more effectively. It offers insights into customer behavior and preferences, allowing for personalized sales approaches and more efficient follow-ups.
A good CRM system should include contact management, sales tracking, customer segmentation, reporting and analytics, automation of routine tasks, integration with other tools, and customizable dashboards. These features help businesses manage customer relationships efficiently and gain actionable insights.
A CRM enhances customer service by providing a centralized database of customer information, allowing service representatives to access detailed customer histories and preferences quickly. This leads to faster response times, more personalized service, and the ability to resolve issues more effectively.
Yes, many CRM systems offer customization options to fit specific business needs. Companies can tailor features such as workflows, data fields, dashboards, and reports to align with their unique processes and goals, ensuring the CRM system supports their business strategy effectively.