Core Sales

Develop more accurate forecasts, measure effectiveness, up-sell and close accounts more efficiently.

Managing accounts, keeping track of leads, and profiling customers is now hassle-free with Core CRM's sales module. Core CRM's intuitive software is fast, simple, and easy-to-use, allowing you to concentrate on genuine leads, and build the business at a faster pace. Freeing your sales force from the shackles of sales management, allows them quality time to improve sales, and thus bring more profits your way.

Our comprehensive sales module encompasses the following features:

Customer Management
Maintaining all the details about customers becomes easy with Core CRM's sales module. Its comprehensive features allow you to:

• Create detailed customer profiles
• Manage multiple contacts
• Provides you with a 360-degree customer view so you can track customer sales, complaints, emails, appointments, and tasks from one easily accessed database
• Create custom client fields
• Manage customer purchases

Lead Management
Identifying promising leads is often time-consuming and may become a futile exercise if not carried out with the right efficiency. Core CRM's sales module allows you to:

• Create individualized leads
• Schedule appointments (and reminders)
• Schedule phone calls

Opportunity Management
Genuine opportunities need to be identified and pursued for effective sales management. Our sales module allows you to:

• Create an opportunity, or convert it from a lead
• Print invoices
• Maintain event logs and manage appointments with our calendar function
• Manage multiple tasks from one centralized site

Territory Management
Keeping track of various territories that come under you, becomes an uncomplicated task, as our sales module allows you to:

• Create multiple territories
• Assign products to territories
• Assign sales personnel to territories
• Track sales by territory

Quote & Invoice Management
Core CRM's sales module allows you to:

• Create quote & invoice templates
• Create quotes & invoices (and email them!)
• Manage multiple revised quotes for one opportunity

Task Management
Multi-tasking is now made easy with the numerous features of our sales module. It allows you to:

• Create multiple tasks including appointments, follow- ups etc.
• Assign tasks to other employees
• Track support, sales and other tasks from our Unified Task Viewer

Expense Management
Manage all expenses with our sales module, which allows you to:

• Track travel expenses
• Track sales to expense ratios