All CRM features to help you close deals faster

Lead Management

Capture leads, Qualify & Nurture

Learn more

Capture

Add Leads into CRM quickly


Visualize

Visually manage the leads in funnel using Kanban or List view.


Track Engagement

Track engagement level of your active leads as Cold, Warm or Hot Leads.


Historical Records

Maintain history of your sales discovery calls or meetings.


Document Requirements

Maintain logs of the requirement and expectations of leads.


Qualify

Check if the Lead is qualified or not via BANT method of Lead Qualification.


Disqualify

Close the inactive Leads with proper classification as Disqualified, Un-subscribed or as Deferred.


Convert

Convert the Qualified Leads to Deal Opportunities.


Deal Management

Track and Close deals faster

Learn more

Add

Quickly add and organize deals into CRM


Visualize

Visually manage the deals in Pipeline stage wise Kanban view as well as List view..


Track

Track and update deal progress across different pipeline stages of the opportunity.


Notes

Maintain calls and meeting notes post your interaction with Opportunity stakeholders.


Single View

Get a single handed view of the Person contact and Accounts associated with the Deal.


Forecast

Update Deal win probability and get revenue forecast accordingly.


Multiple Pipelines

Add different category of deals in different Pipelines to organize them better.


Deals which need action

Act on deals flagged for action required based on Ageing or an Overdue task or follow-up.


Deal Analytics

Close Deals faster and get the metrics associated with Deal win or loss


Task Management

Remember every pending task

Learn more

Create

Never lose a lead or a deal by creating appropriate follow up tasks for each of the lead and opportunity.


Associate

Add Tasks & activities, and associate it with a Lead, Opportunity or a Contact.


Day at a glance

Get quick overview of the actions for the day in Calendar view.


Open Actions

View all the list of open tasks and activities in List view in a single dashboard.


Overdue Reminders

Get reminders on the flagged actions which becomes overdue.


Open Action Reminders

Get reminders on the open actions for today.


Sync with Calendars

Sync up with the tasks with Google Calendar and other calendar applications.


Contact Management

Organize Prospect & Customer contacts

Learn more

Person Contacts

Add and maintain Person Contact with all contact information along with Social Media.


Organization Contacts

Add and maintain Organization contacts as Accounts with their office contact information.


Contact Notes

Add and maintain history and notes of your past conversation with the Contacts.


Know your Contact

Get a quick overview of the past leads or deals associated with any Person contact.


Know your Account

Get a quick overview of the past leads, deals, contact person associated with the Account to manage your customer relationship better.


Report & Analytics

Create Reports, Get actionable Insights

Learn more

Metrics Dashboard

View multiple standard sales metrics on the dashboard for tracking sales revenue forecast, deal progress, lead flow as well as sales team performance.


Sales Reports

Get standard as well as customized sales reports as per your business needs.


Actionable Insights

Get actionable insights on your Sales CRM data in Analytics dashboard.


Custom Reports

Build your own reports and charts to monitor customized Sales Metrics.


Export to Spreadsheets

Export reports in Excel Spreadsheets for further analysis


Reports in Email

Subscribe to Periodic reports over Email.


Sales Pipeline Customization

Customize CRM to suite your Sales process


Customize

Customize the CRM to suit your own sales process within your organization.


Multiple Pipelines

Add Multiple Pipelines to organize different category of opportunity.


Organize across territory

Add Multiple Pipelines to accommodate sales teams operating in distinct and independent market or territory.


Custom deal stages

Add, Modify and Customize the deal stages of each pipeline to suit your sales process.


Move deal across Pipelines

Transfer Deals from one Pipeline to another if situation demands.


Customizable fields

Add and modify additional fields for customized tracking of leads or deals.


Sales Team Management

Drive your sales team for best performance

Learn more

Add Team

Invite and Add Multiple Sales Team members to your CRM.


Control Access

Activate or Deactivate team members instantly to free up the CRM seats bought in your subscription.


Utilize Seats

Instantly allocate the open available seats to any new team member to fully utilize the seats subscribed.


Assign Leads

Assign Leads to your SDR team member for Ownership of Lead qualification.


Assign Deals

Assign Deals to your Sales Executive team member to take ownership of Deal closure.


Measure Performance

View individual sales team member's performance on various metrics including the number of Leads added, leads qualified, Deals won, revenue generated, turn around time etc.


Email Integration

Organize Sales Emails within CRM


Send

Send Emails directly from CRM Application.


Integrate with SMTP

Send via our Mail Servers or integrate with your SMTP Servers.


Sales Inbox

View Sent Emails directly in CRM


Email History

View Email conversation history with Leads, Deals and Contacts.


Lead Capture Web Forms

Capture leads from contact forms into CRM directly


Create

Create unlimited lead capture web forms for websites, blogs, emails, etc


Generate Embed Codes

Instantly generate HTML embed codes with one click.


Embed the code and get ready

Embed the code on your website or blog and get started with collecting leads.


Capture form responses

Capture and view form responses directly in CRM


Convert responses

Convert received responses to sales leads or contacts inside CRM



All Sales Fire Powers in a single platform:


ORGANIZE
  • Organize Leads
  • Organize Contacts
  • Organize Accounts
  • Organize Deals
  • Add Activities
  • Add Sales Reps to Team
  • Organize Multiple Pipelines
MANAGE
  • Manage Lead assignments & Track Qualification.
  • Track Deals through various Pipeline stages.
  • Record Customer Conversation notes.
  • Reminders for pending action items.
  • Manage Multiple Pipelines.
  • Manage Sales team and individual assignments.
Close
  • Follow up on time.
  • Qualify and Convert Leads faster.
  • Close Deals faster.
  • Achieve your sales quota faster.
  • Accurately assess sales team's performance.
  • Accurately track Revenue metrics and Key Performance Indicators (KPIs)

Try ToolsonCloud CRM now! It's FREE.

See it in action, Get started Instantly.

No Credit card info required to sign up.

ToolsOnCloud.com | Privacy Policy