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01

Manage Customer Accounts

Handle client Accounts efficiently

02

Contact Management

Consolidate and Maintain Customer Contacts

Employee Database
Employee Database
Employee Database
Employee Database

03

Lead Management

Capture, Monitor and Nurture leads across the sales pipeline

04

Deal Management

Oversee and Finalize Business deals

  • Maintain Contact Age for Timely, Efficient customer interactions
  • Continuous Client Monitoring and Tracking
  • Create Payment Plans and Automate Payment Reminders
  • Finalize the deals, associate them with the Products purchased, and Issue Invoices
  • Generate Customizable Reports and Dashboards
  • Enhance Decisions using Power BI Dashboards with Insights
  • Define Target Budgets
  • Monitor Customer Interactions on Social Media channels