CRM

The Customer Relationship Management (CRM) module helps organizations manage all interactions with customers and potential customers in one place. It enables the team to deliver better customer service, improve sales performance, and organize marketing activities efficiently.

Lead

A Lead refers to an individual with whom the business has a relationship or intends to establish one. This person could be a customer, prospect, partner, supplier, or anyone relevant to the organization’s operations and communication.

Organization

Organization typically refers to a company, business, or entity with which the CRM user interacts or intends to establish a relationship. Organizations can be commercial enterprise, a non-profit organization, a government agency, or any other entity that deals with customer relationships.

Opportunity

An opportunity is a potential customer or prospect. Generating an opportunity is the first step of the sales process in CRM. opportunity records are designed to store all known information on the opportunity, including company name, address, contact details, and the lead's current position in the sales funnel.

Lead Form

Lead Form simplify the process of capturing visitors' or users' information from your website into your CRM system. They are designed to automate the importing of data. Non-technical users find it easy to design and publish their web forms.