Leads-Followup/CRM application
We take care of every lead, from follow-up to client conversion.
Unique features in our Leads-Followup/CRM application that make it different from others:
Every month you can extract leads as per your business needs from the Google Business Directory for free up to $5.
Unlimited user access as you require without any cost.
No Google sign-in is required as well for maintaining your application and data security.
Features:
Fully independent and automated application.
Automated lead allocation and follow-up.
In two parts we followup leads:
Leads folowup to Qualified :
Followup
Meeting
Qualified
Quation to Agreement:
Quation —- Send approval mail
Quation Approval —- Quotation PDF —- Mail to leads
Quation Acceptance— Quation accepted confirmation by respected leads
Agreement—Send approval mail
Agreement Approval —--- Agreement PDF —-- Mail to leads
Agreement Acceptance—Agreement accepted confirmation by respected leads
Why Choose Our CRM?
What sets us apart from the competition.
1. Integrated Lead Sourcing (Free Monthly Credits) Stop hunting for leads and start closing them. Extract targeted leads directly from the Google Business Directory based on your specific business needs. We provide free extraction credits (up to $5 value) every month to keep your pipeline full.
2. Scale Without Limits (Unlimited Users) Your business shouldn't be penalized for growing. unlike other platforms that charge per "seat," we offer unlimited user access completely free of cost. Invite your entire sales team, support staff, and managers without increasing your monthly bill.
3. Independent Security Architecture Your data belongs to you. We do not require a Google Sign-in to operate, ensuring your application remains fully independent. This guarantees a higher level of data sovereignty and application security, separating your CRM from third-party email dependencies.
How It Works: The Automated Workflow
A two-stage process designed to move prospects seamlessly through your pipeline.
Stage 1: Lead Nurturing & Qualification
Turn cold prospects into warm opportunities.
Intelligent Allocation: Leads are automatically assigned to the right team members the moment they enter the system.
Automated Follow-up: Never miss a beat. Our system tracks every interaction.
Meeting to Qualification: Seamlessly move from initial contact to scheduled meetings, marking prospects as "Qualified" once they meet your criteria.
Stage 2: The Closing Loop (Quotation to Agreement)
Automate the paperwork so you can focus on the relationship.
The Quotation Cycle:
Draft: Create a professional quotation instantly.
Internal Approval: The system automatically sends an approval request email to management.
Delivery: Once approved, the system generates a PDF and emails it directly to the lead.
Acceptance: Receive instant confirmation when the lead accepts the quotation.
The Agreement Cycle:
Draft: Convert the accepted quote into a formal agreement.
Internal Approval: Trigger an automated internal review mail.
Delivery: Upon approval, the final Agreement PDF is auto-generated and emailed to the client.
Final Closure: The process completes when the client confirms acceptance, sealing the deal.
Core Features
Fully Independent Automation: A standalone ecosystem that runs your sales process on autopilot.
Smart Lead Allocation: Distribute leads fairly and efficiently among your sales representatives to ensure rapid response times.
Document Generation: Auto-generate professional PDF Quotations and Agreements with a single click.
Approval Workflows: Built-in hierarchy for management approvals on pricing and contracts before they reach the client.