The new set of heights of any business includes profits along with customer orientation. A “how to use” is a must before investing into it, one of the best crm software provides you the best opportunity to build relationships with your customers.
Any inconvenience in managing your customers is now sorted with India’s easiest customer relationship management software. This article is an ultimate guide for you, take a look!
Adding leads into EZCRM:
The system will ask you to fill up the required details such as, customer’s name, phone number and email address.
Choose the source of lead, exactly from where the query is (facebook lead, instagram lead, website or any other), date of receiving the lead, and what the remarks are. The best part about the best crm software; ezcrm, is that you can manage multiple products with a click and that’s it! Click to submit.
This is how you Upload leads:
Now uploading leads is as simple as that, just a click and you are done. Download and upload lead’s excel effortlessly, along with automatic integration of leads into CRM from Google sheet makes ezcrm, a valuable option for your business.
Assign and reassign leads:
Assignment of leads to callers is not a tedious task anymore with ezcrm. Direct data uploading from excel and word make this work fun. Relevant details are added such as, customer’s name, company’s name which enables easy differentiation of leads, source of lead is added, the remarks of the customers and many more; and are submitted for assignment.
The received Leads are assigned to various agents for quick follow up.
No troubles while assigning leaves guaranteed!
Fill up the asked details, the status of the lead, the agent’s name, select the product, source of lead, respective date and we are ready to submit.
Differentiating leads is as simple as assigning. Actually even more easier!
Check lead status:
What if you want to see, status of a particular lead?
Checking out lead’s status from a pool of leads is troublesome, Our crm software (online) ensures trouble free management of customers.
Crm software solutions allow you a clear vision to make your decisions smartly, Ezcrm is a reliable option to look after.
You can reassign the leads, pick up the agent to whom you want to assign, select the dates and lead status.
That’s it!
EZCRM, the best crm software assures you easy accessibility. Ezcrm’s master settings include overall company’s details, user records, products, lead status, add quick remarks, generate sms template. You can easily integrate third party’s lead for instance, IndiaMart, TradeIndia, JustDial, Servetel, Tawk and many more.
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