CRM & Customer Intelligence
Lead & Rep Management
Easily assign sales reps, track conversations, and convert leads faster.
This feature helps your sales team stay accountable, follow up with the right prospects, and keep lead data mapped and organized with geo-support.
- Assign reps, track follow-ups, and convert leads fast
Micro Feature Highlights:
- Leads Tracking: Log potential customers and track their conversion journey.
- Sales Reps Assignment: Assign leads by area, vertical, or performance.
- Map-Based Lead Data: Visualize lead distribution and outreach coverage.
Customer Analytics
Unlock insights from every customer touchpoint.
Segment users, monitor buying frequency, and identify trends to launch tailored campaigns or promotional strategies.
- Identify top customers and their behavior
- Segment and target with precision
Micro Feature Highlights:
- Customer Analytics: Track individual and group trends.
- Location-based Customer View: Understand where your strongest markets are.
- Purchase Frequency Reports: Identify recurring buyers and seasonal demand.
Personalized Pricing & Portals
Offer tailored pricing and easy access to a dedicated self-serve experience.
Give your best clients private pricing, custom portals, and set credit terms for smooth transactions.
- Offer custom prices, credit limits, and access to private portals
Micro Feature Highlights:
- Custom Pricing per Customer: Tailored price lists based on customer type.
- Customer Portal Access: Allow clients to view orders, statements, and product lists.
- Credit Terms Management: Configure flexible payment and credit options per client.
