Call screen / after call abilities
Even before receiving a call, from the call screen your sales rep can know the total revenue your client generated, total outstanding, scheduled tasks, meetings and latest notes.
All the communication i.e call records, call recordings, notes, sms and emails between your company and the customer are stored in one place. This helps you to give context to all the communications.
Create an optional recording of every phone call your sales team make or receive. Call recording gives you the power to review any call and get instant insight on your sales process, your customers and your team.
Relaso provides you integrated accounting with the Sales CRM. It helps your sales team to do invoicing and payment right from the app.
Fast and accurate micro-segmentation of leads with multi-tag based filtering coupled with search for highly targeted marketing campaigns.
Never lose track of your missed communications with your clients be it during the meetings or when you are away from your phone.
Search all your contacts, Leads, Notes, Emails etc all in one place.
Sales Funnel Management
Your sales team can manage their sales funnel from the app while on the go.
Your sales team can check-in at the client’s location to record their visits.
Unified seamless multi-channel communication with leads, contacts and within organization, live status, activity updates and more.
Manage Multi-Channel Communication, Check-ins, Estimates, Deals - all in one place.
All the unknown / new numbers are autosaved along with their call log because in business no call is an unimportant call.
Close more deals more efficiently. Relaso organizes everything you need to know about each deal, helping you and your team accomplish more.
Manage Sales Pipeline in real-time, watch out for blocker issues and rectify them.
Forecast revenue based on previous performance of Sales Pipeline.
Rapidly reach out to leads and clients in bulk by Email & SMS for Drip Marketing Campaigns, Seasonal greetings & more.
Bulk Import Contact / Lead
Import your existing leads & contacts in bulk from Excel, CSV, other CRM, GMail.
Task & Meeting Management
Manage Tasks & Meetings, measure time spent vis-a-vis revenue.
Unlimited notes against leads & deals for tracking progress and future reference.
Seamless Integration with Corporate Email, GMail etc..
More than 65 critical Real time reports like Sales Pipeline Reports, Time Spent Report vis-a-vis Revenue etc.
Real time sync with the cloud
Monitor their communication with clients in real time and guide them in winning the deals.
Work offline and your data will be synced when you come online.
Web Leads (upcoming…)
Capture leads from web and get them on mobile instantly.