Sales FunnelCRM is a Startup India Business CRM for Sales & after Sales Support to set up custom rules and comes with sales force automation to help you and your team be more productive. By using rules, you can set your CRM software to automatically perform a specific action based on triggers or events, such as these:

• When a potential customer fills out a contact form on your website, the CRM software automatically directs the message to the right sales representative or department.
  
• When a sales representative makes calls or sends messages to a contact, the CRM software automatically logs hours and keeps track of all communications.
  
• As sales representatives complete tasks, the CRM software automatically reports them to supervisors and upper management for performance reports.
  
• Workflow automation features can also take the time and legwork out of tedious sales tasks, such as order processing, order tracking and inventory control.
  

• Track all accounts and related contacts, opportunities, cases, and other details from a common repository
• Generate quotes, sales orders, and invoices for the accounts
• Track purchase history of the customers and analyze opportunities for up-selling and cross selling
• Create fully customizable account reports
• Export accounts to spreadsheet software, such as Microsoft Excel
• Attach customer-specific documents to accounts for a quick reference in future

• Track all sales opportunities end-to-end in a sales cycle
• Associate opportunities with accounts, contacts, activities, and other modules to have better visibility on the opportunities
• Generate quotes, sales orders, and invoices from the potentials
• Create fully customizable opportunity reports
• Export opportunities to spreadsheet software, such as Microsoft Excel etc.

• Track all contacts and related opportunities, cases, activities, and other details from a common repository
• Create the hierarchy of contacts within a company to have better coordination while dealing with customers
• Export contacts to spreadsheet software, such as Microsoft Excel, etc.

• Add all important customer-related e-mails to Sales FunnelCRM for quick reference in future
• Store all the details of customer meetings and calls in an intuitive calendar
• Manage daily tasks of the Sales FunnelCRM users to have a streamlined sales process

• Track all trouble tickets related to customers end-to-end as per the organization's customer support
• Associate trouble tickets with accounts, contacts, products, and others to have better visibility
• Create fully customizable list views as per the Support person's requirement
• Provide solutions to the trouble tickets submitted through Customer Portal
• Automatically update the status of tickets through E-mail
• Create fully customizable ticket reports
• Create customer support statistics to help the managers to plan for better customer support.
• Create custom fields as per your organization's requirements.

• Manage organization-wide products
• Associate products with other modules for a better 360 degrees view
• Create custom product fields as per your organization's requirements
• Attach product-specific documents, such as collateral, license agreements, and others
• Upload product images for easy identification
• Export product details to spreadsheet software.
• Create Price Books as per customer segment and associate products with Price Books
• Procure products from the selected vendors list

• Avoid duplicate work by dynamically displaying the Billing and Shipping addresses of the prospect while creating orders
• Add line items to the Orders and update subtotal, taxes, adjustments, and grand total amounts automatically
• Create printer-friendly Order (PO/SO) and deliver to the Vendors/Customers through inbuilt E-mail service
• Once the Sales Order is accepted, create an Invoice from Sales Order with a single click
• Periodically notify the stock position to the parties concerned in your organization

• Pre-build reports for sales force automation
• Sales pipeline analysis by stage
• Monthly Sales pipeline analysis
• Sales opportunities by lead source
• Drill-down the dashboards by time and opportunity stage