Power to your sales rep
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 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.
Multi-tag notes/contacts for rapid classification, marketing campaigns, search and categorized reports.
Never lose track of your missed communications with your clients.
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.