CRM Software

Build a sales pipeline and increase sales with ORGTraq CRM

An ultimate sales tool for your organization. Manage the entire process of sales starting from capturing leads to converting potential leads into a deal with ORGTraq CRM Software.

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Sales Dashboard

Be on top of what’s happening around your sales process.

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Manage Leads

Capture all your leads generated from different sources.

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Lead Source

Know which lead source has the maximum conversion rate.

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Deal/Opportunity

Convert potential leads to a deal/opportunity.

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Status Workflow

Define the status workflow in the way you want the leads to flow.

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Sales Pipeline

Define sales pipeline and track up to conversion

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Territories

Allocate a geographical area or a group of customers automatically to an individual or a sales team.

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Sales Teams

Create sales teams and promote teamwork and competency.

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Individual/Team Performance

Measure an individual or team performance and motivate your sales team.

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Sales Targets

Enforce individual, team, and organization-level sales targets and make sure the targets are achieved.

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Campaigns

Create campaigns and generate measurable ROI from the campaign.

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Products

Link products to each deal and manage discounts.

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Quotations

Generate quotations on the go and directly mail them to your potential customers.

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Sales Calendar

Never miss out on how the day, week, or month looks for your sales team.

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To-Do’s

Add a task and set a reminder so that you don’t miss out any important task.

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Schedule Meetings

You can now schedule meetings and assign it to the representative. Now you never miss out on meeting your potential lead.

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Geo-Location Tagging

Track your on-field sales teams with Geo Location Tagging.

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Bulk Mailing

Nurture all your potential leads using our bulk mailing feature.

Also, check out how you can manage your Finance & Accounting with ORGTraq