Features

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.

Unified communication

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.

Call Recording

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.

Accounting

Relaso provides you integrated accounting with the Sales CRM. It helps your sales team to do invoicing and payment right from the app.

Multi-tagging

Fast and accurate micro-segmentation of leads with multi-tag based filtering coupled with search for highly targeted marketing campaigns.

Unattended Communications

Never lose track of your missed communications with your clients be it during the meetings or when you are away from your phone.

Universal Search

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.

Location check-in

Your sales team can check-in at the client’s location to record their visits.

Communicator

Unified seamless multi-channel communication with leads, contacts and within organization, live status, activity updates and more.

Lead Management

Manage Multi-Channel Communication, Check-ins, Estimates, Deals - all in one place.

Autosave Contacts

All the unknown / new numbers are autosaved along with their call log because in business no call is an unimportant call.

Deal Management

Close more deals more efficiently. Relaso organizes everything you need to know about each deal, helping you and your team accomplish more.

Sales Pipeline

Manage Sales Pipeline in real-time, watch out for blocker issues and rectify them.

Sales Forecasting

Forecast revenue based on previous performance of Sales Pipeline.

Bulk Actions

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.

Notes

Unlimited notes against leads & deals for tracking progress and future reference.

Email Integration

Seamless Integration with Corporate Email, GMail etc..

Real-Time Reports

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.

Offline Operation

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.

Download Relaso app for sales

Get it on Google Play