CRM System

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Leads

List View :

  • View and manage a list of leads.
  • Create new leads easily.
  • Switch between list and grid view for a different perspective.

View Details :

  • Pipeline and Stage Details.
  • Deal creation date and price.
  • Task Details: Number of tasks, products, sources, and files.
  • Users and Products List.
  • Sources and Emails List.
  • Discussions and Notes.
  • Attach and manage files.
  • List and manage calls.
  • Activity column displaying all deal-related activities.
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Form Builder

Easily handle all your forms in one place. View existing forms, manage them efficiently, and create new forms to streamline data collection. Customize each form to suit your specific needs. Ensure accurate and organized data management across your organization.

Key Features:

  • View and manage existing forms

  • Build new forms as needed

  • Streamline data collection

  • Customize forms for specific purposes

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Contracts

List View :

  • View and manage a list of contracts.
  • Grid view available for better organization.

View Details :

  • General Details: Attachments, comments, notes, contract details, and description.
  • Contract Attachments and Comments.
  • Notes related to the contract.
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CRM System Settings

Pipeline :

  • Create and manage pipelines for organizing and tracking leads and deals.

Lead Stages :

  • Create custom lead stages for effective sales and marketing management.

Deal Stages :

  • Create custom deal stages for streamlined sales and marketing processes.

Sources :

  • Manage and create new sources for lead and deal tracking.

Labels :

  • Create labels to categorize and tag leads and deals.

Contract Types :

  • Create and manage different types of contracts for better organization.

The CRM System in ERPGo SaaS offers a user-friendly platform to manage leads, deals, forms, contracts, and system settings. It provides a structured approach to customer relationship management, helping businesses streamline their sales, marketing, and contract processes efficiently.

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