We help SME’s to start their CRM Journey in 3 Easy Steps
Here’s our 3 step process to get you started on your CRM journey -
Demo
See how the CRM works, ask questions and understand the capabilities of the CRM
Pilot
Try the CRM using your data and ensure it suits your business perfectly.
Go Live
Go live with CRM using your data and delight your customers.
Start your CRM journey with the help AntraCX.
Implement, execute and take action in maintaining contacts, organizations, deals and marketing campaigns.
CRM
Engage and build lasting relationship with your customers with all in one CRM. CRM will help your organization to maintain effective communication with customers, increase retention and ultimately boost revenue. It’s time for all growing businesses to implement CRM in their business.
Your customers deserve a delightful experience that can be provided only through an efficient and smart CRM.
Building a customer base requires you to have loyal and confident returning customers. This is possible by not just offering great products and services but also providing instant query resolution and back-end support. Instant support can be mastered through an efficient, insightful and smart CRM.
Key benefits of CRM
1
Calculus AI
Work smarter with Calculus AI, which analyses conversations and nudges users with the best recommendation. A smart assistant that guides users towards better sales.
2
Tally Integration
Integrate all your Tally data with CRM to develop a powerful database and delight your customer with an even better experience.
3
Unified 360-degree customer view
Equip your team with CRM that gives you a 360-degree view of the customer to ensure they make the best possible decision in no time. Know your customer’s purchases, support queries as well as their in-process purchasing decisions - all in one view without the need for integration.
4
Blazing fast UI
A user-centric design to ensure you get your data quickly. Clean and spaced out design to offer you a great experience using the CRM.
Contact management
Get a complete view of all your customers, including details such as name, phone number, prior communications, and account history.
Deal management
Keep track of where your deals stand with opportunity management. Check out the current status, cases, previous conversations, and scheduled meetings.
Schedule appointments
Take control of scheduling your appointments. You can schedule a meeting with just a couple of clicks and share it with prospects or clients.
Forecasts & Quotas
Plan your sales cycle, manage targets, and monitor team performance by setting up forecasts and quotas. Intuitive and accurate, it's a great way to stay on the top of your sales game.
Manage Quotes
Create quotes - put in all essential information such as product details, prices, taxes, terms, and discounts. Use pre-built templates and customize them for client requirements.
Journey view
Get a unified view of the entire customer journey map. Check out the sales stages, tasks, interactions, queries, and transactions to simplify workflows.
Email sequences
Optimize your outbound sales campaigns by sending pre-defined sequences of emails to clients. Use personalized templates and trigger emails to save time and boost productivity.
Unified Deal view
Get all the information related to contacts and deals in a single unified window at a glance. No need to open multiple pages or windows - save time and stay organized.
Deal contact role
Sales team members can understand the role of contact in closing a deal and personalizing pitches for better conversions.
Document engagement
Sales representatives can check out the statistics for client engagement with essential documents such as quotes, emails, or marketing collateral.
Quote discount approvals
Manage customized quotes with discount approvals for particular client categories and automate workflows.
Vtiger Calculus AI
Calculus, an AI-based feature, predicts and recommends the next actions based on the conversation analysis. This helps your teams to work smarter and improve customer experiences!
Group Mailboxes
It’s convenient to set up shared mailboxes for emails between sales team members to boost operations transparency. Admins can set up group mailboxes and assign members from specific teams.
Notifications - Smart alerts
Since timing is vital for sales, managers can enable alerts in the notifications center. It helps to keep track of emails, follow-ups, and scheduled appointments.
Reports
Extract relevant data and generate reports to get an overview of all customer-related activities. Analyze information at a granular level by applying filters and tracking essential performance metrics.
Sales dashboards
Analyze the performance of each sales member by getting a real-time view of ongoing activities. Customized sales dashboards display critical sales and support metrics, reports, and charts for better decision-making across all levels.
Vtiger Enrich
Save time on finding and updating profiles on CRM with Vtiger’s Enrich Google extension. It works by exporting contact information from social media profiles such as LinkedIn, Twitter, and Facebook.
eSign integration
Keep records up-to-date by sending a PDF document to clients for electronic signatures. Users can track all transactions with contacts, vendors, and organizations and update the status by attaching the eSign record.
Sales Analytics & Insights
Sales Insights in Vtiger help Sales leaders to manage their team's performance, sell smarter and close more deals with key performance metrics like Sales activity, Sales pipeline, and Sales results.
User management
Add and manage your employees as CRM users with a role hierarchy. Administer them by granting permissions to access information and perform tasks as per their roles.
Workflow automation
Automate your sales team's process and repetitive tasks using workflows at every sales stage to save time.
Journey Templates
Each journey template consists of a sequence of journey tasks that sales reps must complete in each sales stage. Add journey tasks to each deal stage and monitor the progress of a deal.
