SALES CRM

The ability to make sales is absolutely essential to the success of any business. This software-as-a-service (SaaS) customer relationship management application for businesses is designed to simplify the difficult task of making sales. You should make it a point to never again let bad management cause you to miss a meeting, a quote, or a client. Achieve your sales goals with SaaS by putting your best foot forward.

SALES CRM

What can be expected from this SAAS Sales CRM ?

The features you can expect in SAAS Sales CRM are: 

• It is impossible to underestimate the simplicity and viability that an effective dashboard layout provides.
• It is possible to manage many users by delegating roles and rights to each of them.
• Users can choose between a list view and a grid view to better meet their requirements.
• The company’s many accounts may be managed with relative ease.
• Utilizing the Kanban board, which enables straightforward adjustments, manages a large number of leads and possibilities.
• Simple administration of sales quotations, purchase orders, and invoicing for a variety of orders
• The administration of paperwork and marketing initiatives pertaining to the various facets of sales
• Quotes, invoices, and sales orders can all be made in duplicate by the owner.
• Available in different languages. It makes the product more accessible on a worldwide scale as a result.
• Create an Optional User Assignment in Every Module
• Module de facturation avec code QR
• Form Builder Module
• Added Cookie for GDPR Compliance, which will make future visits simpler and more helpful.
• reCaptcha Found on the Login and Password Reset Page
• The use of email templates
• Contract Module for Digital Signature
• Preview of the Image That Was Uploaded
• Including Wasabi, AWS, and Local Cloud Data Storage in the Integration
• Use Google Calendar to Organize Your Activities, Calls, and Meetings
• Conversion of Sales Quotes into Orders for Goods and Services
• Options to turn right-to-left reading on or off, change the primary color, add a sidebar, and change the layout.
• Under “Theme Customizer,” you’ll find “Themes Color Setting,” “Transparent Layout,” and “Dark Layout.”
• Security measures incorporated into the user registration process include email verification.
• The organization is able to send plan requests, and Admin has the ability to either accept or reject plan requests. (Manually Payment Gateway)
• The online application takes advantage of Twilio’s Application Programming Interface (API) for its message, voice, and video features.
• Users have the ability to activate or deactivate a landing page as necessary.
• An RTL experience that is favorable to the user for consumers who speak Arabic, Hebrew, and languages similar to Urdu
• Reports, both pre-made and automatically generated, for the various sales activities
• One of ten different payment channels, such as Stripe, PayPal, PayStack, Flutter Wave, RazorPay, Paytm, Mollie, Skrill, or Mercado Pago, Coin Gate, or Paymentwall.
• The most recent version of Laravel available at the time development began was utilized during the creation of the web application. 

Features

SaaS’s ability to build plans and accept payments is unique

Using a login for a super admin, you can develop plans that are tailored to your business model in the best possible way. Choose a suitable pricing structure and time period for the newly formed plan. You can make payments through a variety of different payment gateways. If the plan was not renewed when it reached its expiration date, it would be disabled.

Dashboard that is Completely Comprehensive

When do you think of sales, what kinds of things come to mind? Sales, Leads, Invoices, Products, possibilities, and Accounts are the components that make up this report. In that case, a dashboard for a SaaS service will provide you with an overall summary of each of them. Additionally, obtain a trend chart of invoices, quotes, and sales orders for a particular period of time that has been defined.

You can also obtain an individual summary of each of these components, broken down into percentages and accompanied by their current state. Learn useful information by consulting the calendar charts for the monthly, weekly, and daily periods. Additionally, familiarize yourself with the most important tasks that are due, the meeting calendar, and the monthly calls that are listed on this dashboard. Find a place that summarizes all the essential aspects of the sale in a single location.

Manage Role Permissions

SaaS enables the creation of new positions and the corresponding assignment of permissions.

• This is a system that can support several users. You have the ability to add an unlimited number of users by providing the necessary information for each one. The roles should be assigned to these users, and their status should be managed.
• You can also comment on the stream and send files to these comments.
• Last but not least, you have the ability to see, modify, and eliminate the tasks that have been given to these people. These tasks need to have the appropriate task stage, priority, start date, and due date assigned to them. 

The Chat Module

Communication in a straightforward manner is an essential component of any successful enterprise. You are able to maintain direct and consistent contact with the parties by using the Chat Module, which is supplied in Rota Solution and is very easy to access and use.

A Gantt chart for tasks was added

Charts are almost always among the most effective representations of the data that we have. In this case, a Gantt chart is being used to display the current state of the tasks on a basis of one-quarter day, one-half day, one day, one week, and one month.

Parental Settings

Assign contacts

You’ll have an easier time managing contacts if you keep all of the relevant details in one tab. At this point, a user should be associated with a certain account.

Lead management

Lead management is undeniably an important aspect of sales activity. You have the option of using a listview or a Kanban view, whichever best suits your needs at the moment. Also, you can easily change the state of leads by dragging and dropping them. Existing leads can be edited, stream comments added, and tasks assigned.

Manage opportunities

This tool, which is accessible via the Kanban view, enables you to concentrate on the most critical prospects. Assign the user, the probability, the phases, the lead source, and the amount to each of these opportunities, and then make judgements based on that information.

Area of client accounts

There are additional choices for managing accounts with SaaS, which mostly focuses on sales. You can view both the user assigned to a client and general information about them. By giving each account the information required, add new accounts to the database.

You can add stream comments and make any necessary adjustments to your current account information. Simple access to viewing, modifying, and deleting the Contacts, Opportunities, Cases, Documents, and Tasks connected to these accounts. In a nutshell, this is where you may control all aspects of a single account.

Product list management

As this is a critical component, it is critical that your product list comprises all of the necessary critical details with the objective to facilitate sales. You may control product pricing and availability from this site.

Templates for emails

Instead of starting from scratch every time, the user can choose from pre-designed and customized email layouts thanks to the email templates function. Additionally, this offers accessibility, uniformity of drafts, preparedness, and a reduction in the amount of work needed to continually draft the same email. These templates can be tailored to varied requirements.

Integration of Local, AWS, and Wasabi Cloud Data Storage

It is necessary to integrate cloud data storage like Local, AWS, and Wasabi Protection. The customer is helped by this function of cloud data storage.

It enables backup and archiving, disaster recovery, cloud data processing, and storage tiering for both internal and external data storage space based on a variety of requirements of costs, availability, performance, recovery, and migration. The cost-effective and third-party authenticated cloud data storage companies AWS and Wasabi protect data from hacking.

Integration with Twilio

The Twilio Integration is a very useful and convenient feature for getting text messages about the tasks completed. One of the most important advantages of Twilio Integration is that you can receive an instant text message of the actions on the registered mobile number even if your phone is not connected to the internet.

Sales Orders, Quotes, and Invoices

With the use of a QR Code, you may send a quote, get an order, and send an invoice. Well, this is pretty much how every organization goes through its cycle. Utilize SaaS to manage each part of this cycle separately. Get to know the list’s Status, Amount, Assigned User, Created Date, and other important details. You can also use a grid view if that is more convenient for you.

Several unique characteristics of this include:

• Sales order and invoice printing
• Add additional items to current sales orders and invoices
• Receive an overview of each quotation, sales order, and invoice.

“Convert Quotes to Sales Order” was added

Initial sales quotes can be modified and enhanced in accordance with changes made to the sales order on that specific sales quote.

Manage cases and inquiries

Sales are ultimately useless if we can’t answer customers’ questions. Manage the requests by generating cases, and assigning them status, priority, and users.

Form Builder Module was added

It is vital to collect the details of any information from a large platform. You may create and distribute forms with multiple texts, numbers, dates, emails, and description fields using the manual form builder.

Control daily activities

To-do lists are hard to manage if they aren’t accompanied by regular reminders. So, keep track of your phone calls, meetings, and tasks by adding them to the calendar, which will then be portrayed on the dashboard.

Payment of Invoices

This invoice payment option is extremely useful in situations when monetary transactions are made in installments over time. It facilitates a smooth presentation of the entire transactional flow.

Management of Tasks

Assign tasks to either the cases, opportunities, contacts, leads, or accounts. For more details, assign the task stage, user, timeline, and attachments. The target aim is easily attained with the help of tasks.

Call Management

Plan out your calls well in advance to schedule and manage them efficiently.

Reports

Receive automatically created reports for a leads analysis, sales order, invoice, and quote. By applying filters to different parameters, you can personalize the reports for any particular time frame.

Added a GDPR-compliant cookie to make future visits more convenient and beneficial

The GDPR Cookie is a verified cookie that aids users in saving their personal data in the web browser for subsequent online service login details only with their consent. This will save time because the user won’t have to go through the original log-in process. Instead, they will go straight to the landing page.

System Preferences

Control everything about this tool from the brand logo to the permissions and default settings. SaaS is accessible in a variety of languages to enable worldwide usage.