The Product
Customer Relationship Management (CRM)
Effectively manage your customer interactions, streamline sales processes, enhance marketing efforts, and strategically plan for future growth
Leads and Prospects
Sales Pipeline
Marketing
Tender Management
Helpdesk
Business Modelling
Improved Customer Relationships
Foster stronger relationships with leads and clients through organized and efficient management.
Enhanced Sales Processes
Streamline sales activities and track every client interaction to boost sales performance
Effective Marketing Campaigns
Plan and execute targeted marketing campaigns to maximize reach and impact.
Efficient Tender Management
Keep track of all tender processes and client contracts, ensuring nothing falls through the cracks
Responsive Helpdesk
Quickly address customer issues with a robust ticketing system, enhancing customer satisfaction.
Strategic Business Planning
Use proven business models and tools to strategically plan and develop your business for sustained growth.
Leads and Prospects
Efficiently capture and manage all your leads and prospects in one place.
- Closed Leads: Track all successfully converted leads.
- Open Leads: Keep an eye on leads currently in the pipeline.
- Dropped Leads: Review and analyse leads that didn’t convert.
Sales Pipeline
Streamline your sales process and keep track of client interaction
- Client Sales: Monitor and manage all sales activities with clients.
- Client Transactions: Record and track every transaction with clients.
- Client Statements: Generate detailed statements for your clients.
Marketing
Organise and manage your marketing efforts to maximise reach and impact.
- Manage Marketing Campaigns: Plan, execute, and track marketing campaigns effectively.
- Events Planning: Schedule and manage marketing events.
- Contacts Details: Maintain an organised database of contact details for easy reference.
Tender Management
Stay on top of all tender processes and client contracts.
- Register New Tenders: Capture and organise all details of new tenders.
- Capture Client Contracts: Store and manage all client contract information efficiently.
Helpdesk
A robust ticketing platform to track and resolve customer issues.
- Issues Registration: Register new issues raised by customers.
- Track Resolve Progress: Monitor the progress of issue resolution.
- Configurations: Customize settings to fit your business needs.
- Issues Tracking: Keep a detailed log of all issues for reference.
- Field Support: Manage field support requests and responses.
- General Analytics: Gain insights from data to improve helpdesk performance.
- Reports: Generate comprehensive reports on helpdesk activities.
Business Modeling
Strategically plan and develop your business using proven models and tools.
- Business Model Canvas: Outline and visualise your business model.
- Road Maps: Plan the strategic direction and milestones for your business.
- SWOT Analysis: Identify strengths, weaknesses, opportunities, and threats.
- Scrum: Apply Agile methodologies to manage projects and processes.