Our Features

Pre-Sale

  • Organize and store pre-sales documentation, ensuring quick access to relevant information.
  • Efficiently track and manage leads through the sales funnel.

Sales

  • Efficiently manage and track sales opportunities, improving the conversion rate.
  • Access and share relevant sales documents such as proposals, presentations, and contracts.

Services

  • Provide service teams with a comprehensive view of customer history, preferences, and interactions.
  • Instant access to service-related documents, manuals, and customer-specific information.

Benefits

What can be automated ?

  • Marketing Campaigns.
  • Sales Targets Vs Achievements.
  • Inquiry and Lead Managemen.
  • Sales Team Management.
  • Quotations.
  • Stock / Inventory Management.
  • Marketing Campaigns.
  • Repair Estimates and Claim Management.
  • Payment Receivables.
  • Expense Management.
  • Virtual Attendance with Geo Tracking.
  • Sales Management and Warranty Tracking.
  • AMC Quotations and AMC Management.
  • Scheduled AMC Bill generation.
  • Service Ticketing and Customer Support.
  • Service Team Management.
  • Preventive Maintenance schedule.

Who can use ?

  • On Field and Inside Sales Team.
  • Sales Coordinators and Managers.
  • On-Field and Inhouse Service Team.
  • Service Ticketing and Customer Support.
  • Service Coordinators and Managers.
  • Operations Team.

How can it be used?

  • With Licence On-Premise (Customizable).
  • With Licence On Cloud (Customizable).
  • With Rental Subscription To Cloud.

Where can it be used?

  • Head Office (All Departments).
  • Branch Offices, Factory and Warehouse Distributors and Sales Partners Authorized Service Centres.
  • Authorised Call Centre.
  • Call Centre.

Why digify CRM?

  • In-depth Functionality of PreSales, Sales and Service.
  • Branch Offices, Factory and Warehouse Distributors and Sales Partners Authorized Service Centres.
  • Driven by Business Goals.
  • Scalable with modular deployment.
  • Built on best Business Practices.