Fully Featured CRM

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Powerful CRM

Manage leads, contacts, organizations, partners, vendors and suppliers. See everything from background...

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Project Management

Make sure you’re on top of your project at every stage – track project activity and performance against milestones...

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Social CRM

We’ll detect virtually every social media profile related to a contact’s email address...

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Business Overview

Look at your business any way you want with task dashboard, activity sets, reports and more...

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Go Mobile

Supporting iPhone and Android phones and popular tablets, the Insightly mobile app has you covered...

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Key Integrations

Integration with email, Box, Dropbox, Evernote, G Suite, MailChimp, Outlook 2013/Office 365 and more...

CRM panels

Dashboard

Dashboard

A CRM dashboard is designed to let users perform some specific actions and tasks with a single mouse-click from this interface.

CRM dashboard is a panel where you can see summary of all of your leads, Total meeting and your revenue. You can check your lead status in graphical form also.

Team Structure

CRM Admin is a fully functional HTML Template designed for Customer relationship management software.

Admin panel allows user to access all your order, leads. Admin can create users and give access to ABM, ABE. At admin panel user can Customize reports, status, create branch and source.

Admin can create two types of users

  • Area Business Manager
  • Area Business Executive
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Leads

CRM Leads panel allows user to add leads ,edit leads , delete leads, check lead status, date, lead details. User can directly send email to client from here. Users can set reminders here.

Leads Report

CRM Lead Reports and Dashboards show client profiles by industry, organization size, item resources, income and other significant properties. Comprehend your client base and how it is changing after some time.

In Leads Report user can filter leads by their name, email, user type and date. Admin can check all reports and download them with our Lead management System.

  • Customize charts and reports or filter
  • See information with real-time sales performance and reports.
  • Monitor account progress
  • Monitor sales reps and performing
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Task

In variable soft CRM you can add task to remind administrators about the need to play out an activity with a lead, organization or contact.

Task can be added in multiple ways. The Task can be made quickly with reference to the lead, organization or contact. To do this, go to the lead card and select the errand in the movement field.

Following point, you can fill to add a task

  • Set date and time for task reminder
  • Set task title and lead
  • Set whom user assigning the task and who is observer.
  • Mark is the task active or not.

Company Details

You can Add a company from the "Companies" section.

Further, you need to fill out the fields

  • Company name
  • Company type
  • Industry
  • Phone
  • Company contact
  • Company email
  • Company website
  • Company employee
  • Company GST details
  • Company address

And then click on the button add company a\to add these details to CRM

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Benefits Of CRM With No Limits

  • Leads/Contacts/Companies/Deals

  • Calendars & Scheduling

  • Quotes and Invoices

  • Product Catalog

  • Import & Export

  • Currencies and taxes

C O N T A C T U S