Introducing Relaso Connect!

Your loved Relaso CRM now has a mobile app , “Relaso Connect!”. With Relaso Connect you can seamlessly manage your CRM activities on the go , bringing the power of CRM to your finger tips. Navigating through CRMs , managing your leads and setting up bussiness rules can be sometimes challenging and time taking. Relaso Connect brings an abstraction over Relaso CRM and brings it into your mobile phone. Get all the necessary features within your reach at all times of the day, empowering you to breeze through your CRM tasks flawlessly. Feel confident the next time you are asked to create a new lead and monitor their progress. Take control of your CRM tasks effortlessly – try Relaso Connect today and revolutionize your on-the-go CRM experience!

Key features

1. Minimalistic UI

   Navigating a CRM app can sometimes be tedious, but not with us! Relaso Connect introduces a user experience that is anything but cumbersome. Our app provides a simple, intuitive, and easily navigable solution, ensuring you effortlessly reach your desired destinations with just 2-3 clicks every time.

   Say goodbye to the complexity often associated with CRM applications. Relaso Connect is designed to make your journey through the app seamless, allowing you to access the features you need quickly and efficiently. Our user-friendly interface ensures that whether you’re managing contacts, viewing insightful dashboards, or engaging in communication, the process is straightforward and stress-free.

   Experience the convenience of getting where you want, whenever you want, with Relaso Connect’s commitment to simplicity and intuitive design. Your CRM interaction should be a smooth journey, and that’s exactly what we deliver.

   
   

2. Insightful Dashboards

   Dive into the heart of of your bussiness’s data with an intuitive , appealing dashboards. Gain valuable insights into your bussiness effortlessly. Customize your dashboards by selecting specific bussiness data you want to explore. Share them with your colleagues and brainstorm your next masterplan of marketing.

   

3. Comprehensive management

   Effortlessly manage all of your business with just a few taps. Relaso Connect supports the complete CRM functionalities:

   • Contacts- Keep your contacts organized and accessible with a user-friendly interface. Store essential information about your clients, partners, and stakeholders, ensuring that you have quick access to crucial details whenever you need them. Whether you’re on the move or in the office, managing and updating your contact list is a seamless experience.
   • Leads- Effectively manage and nurture your leads to maximize business opportunities. Relaso Connect provides a systematic approach to lead management, allowing you to input, track, and analyze potential business prospects. Stay informed about the progress of each lead in your sales pipeline and take strategic actions to convert them into valuable
   • Businesses- Stay on top of your business connections and collaborations with dedicated features for managing business entities. Keep track of key information related to your business partners, associates, and collaborations. Enhance your networking capabilities and foster stronger relationships within the business community.
   • Support Tickets- Address customer concerns promptly and effectively by utilizing the support ticket management feature. Relaso Connect ensures that customer issues are tracked, addressed, and resolved efficiently. Streamline your customer support process, enhance customer satisfaction, and maintain a positive rapport with your clientele.
     
     
     

4. Effortless Creation

   Empower yourself to take actions on the fly. Connect allows you to create :

   • Contacts- Add new contacts with ease Managing contacts is crucial for effective customer relationship management. With Relaso Connect, adding new contacts is a breeze. You can input essential details such as name, contact information, company, and additional notes. Additionally, the app allows you to categorize contacts, facilitating easy organization and retrieval. Whether you meet someone at a conference or receive a business card, Relaso Connect ensures that no valuable contact information is lost. The user-friendly interface simplifies the process, making it quick and efficient to update your contact database on the go.
   • Leads- Capture potential business opportunities. Effectively capturing and nurturing leads is vital for business growth. Relaso Connect provides a seamless lead management system that allows you to input, track, and prioritize potential business opportunities. You can record lead details, set follow-up reminders, and monitor the progress of each lead in the sales pipeline. The app’s intuitive design ensures that you can stay on top of your leads, increasing the chances of converting them into valuable customers.
   • Campaigns- Manage and monitor your marketting campaigns. Marketing campaigns play a crucial role in promoting products or services. Relaso Connect empowers you to manage and monitor your marketing campaigns directly from your mobile device. You can track campaign performance, analyze key metrics, and make data-driven decisions to optimize your marketing strategies. Whether it’s an email campaign, social media promotion, or any other marketing initiative, the app provides a centralized platform to evaluate campaign success and make real-time adjustments for maximum impact.
   • Tasks and Events- Stay organized by creating tasks and events with few clicks. Staying organized is key to business success. Relaso Connect simplifies task and event management, allowing you to create and track important activities effortlessly. Whether it’s setting reminders for client meetings, creating to-do lists for team members, or scheduling events for product launches, the app provides a centralized hub for all your organizational needs. The easy-to-use interface ensures that you can manage your schedule efficiently, reducing the risk of missing crucial deadlines and events.
     
     
     

5. Communicate everywhere

   Stay connected wherever you are. With Relaso Connect’s Communicator feature, you can communicate with users, a group of users, or a department with one click. The simplicity and ease of communicating with everyone in your company from one place makes life within your business more efficient, fostering collaboration and ensuring that important messages reach the right individuals promptly. Whether you need to share updates, discuss projects, or coordinate tasks, Relaso Connect’s Communicator ensures seamless communication, bringing your team closer together and enhancing the overall synergy of your organization.

   
   

6. Track your client calls

   Connect with your clients directly from your phone using Relaso Connect’s Call Events feature. Whether initiating a call or engaging in a conversation, we’ve streamlined the process for you. What distinguishes this feature is its integration with your CRM tasks.

   When you make a call from your phone, the system intelligently recognizes the context, automatically marking your task for following up with the lead in the CRM. This not only saves time but also significantly reduces the likelihood of telecallers overlooking task completion.

   This automation is designed to boost productivity and minimize the chance of confusion later on. By linking your call events to CRM tasks, Relaso Connect ensures that every interaction is documented. This approach simplifies tracking progress, maintaining organization, and provides a more streamlined experience for both your team and your clients. Never miss a follow-up task again, and let Relaso Connect optimize and simplify your communication workflow.

   
   

Download and install -

Read more about functionality of Relaso Connect!

• Dashboards in Relaso Connect
• What is “Manage” in Relaso Connect?
• Let’s create with “Create New” in Relaso Connect!
• Communicate with your team and beyond with Relaso Connect “Communicator”
• [Task & Event]
• [Todos]