Build Meaningful Sales Insights & Pipeline for your Business.
Here is an ultimate sales tool for your organization. Manage the entire process of sales right from capturing leads to closing the deals and much more. Last but not the least get meaningful insights that will help you take better decisions driving more revenue for your business.
Your checklist matches ours
- Capture Leads & Opportunities
- Sales Pipeline
- Create a Sales Team
- Assign Team, Individual, Organization level Targets
- Send Quotations
- Track Revenue Generated
- Define Marketing Campaigns & Track ROI
- Define Sales Territories
- Create Action items & Get Reminders
- Click to Call & Call Recording
- Bulk Mailing
Features
Sales Dashboard
Be on top of what’s happening around your sales process.
Manage Leads
Capture all your leads generated from different sources.
Lead Source
Know which lead source has the maximum conversion rate.
Deal/Opportunity
Convert potential leads to a deal/opportunity.
Status Workflow
Define the status workflow in the way you want the leads to flow.
Sales Pipeline
Define sales pipeline and track up to conversion
Territories
Allocate a geographical area or a group of customers automatically to an individual or a sales team.
Sales Teams
Create sales teams and promote teamwork and competency.
Individual/Team Performance
Measure an individual or team performance and motivate your sales team.
Sales Targets
Enforce individual, team, and organization-level sales targets and make sure the targets are achieved.
Campaigns
Create campaigns and generate measurable ROI from the campaign.
Products
Link products to each deal and manage discounts.
Quotations
Generate quotations on the go and directly mail them to your potential customers.
Sales Calendar
Never miss out on how the day, week, or month looks for your sales team.
To-Do’s
Add a task and set a reminder so that you don’t miss out any important task.
Schedule Meetings
You can now schedule meetings and assign it to the representative. Now you never miss out on meeting your potential lead.
Geo-Location Tagging
Track your on-field sales teams with Geo Location Tagging.
Bulk Mailing
Nurture all your potential leads using our bulk mailing feature.
Not just a Employee CRM Software! Here is a single subscription for your entire Business
Enterprise
- Add User as you like
- HRMS
- Timesheet & Payroll
- Project Management
- CRM
- Accounting & Finance
- Employee Monitoring
- Video Meeting
- Manage Relations
FAQ
A user is an employee added to the platform. Client and vendor if given login access are also considered as a user.
Every add, update, delete including every file upload, download, delete & view are considered as transactions in ORGTraq.
No, you need not provide any credit card details to access the free Sign Up.
Yes, sure you can book an online demo as per your schedule, and one of our teammates will be happy to show what ORGTraq can do for you.
There is no limit to the number of users you can add to your account. Anyhow, the Startup plan has a limit of 5 Users.
No, the package includes all features in it. However, a super admin user in your account can enable or disable a feature according to the user's work role.
ORGTraq is a cloud-based software. You can simply access the software online and log in to your account using the login credentials. However, the employee monitoring will need an application to be installed. You can install the ORGTraq employee monitoring software from the install button available after logging in.
Every file that is uploaded into the account is considered as document storage.
We may not do customized software but, we will do our best to accommodate your needs into the software.
Your data is safe with 128-bit encryption and a 99.9% uptime guarantee. View More
Yes, we back up your purchase with a pro-rated basis free cancellation & no questions asked policy.
We accept all UPI, Wallets, Credit Card, Debit Card & Net Banking methods for payment.
You can add a user by adding an employee from the "Manage Employees" section on your dashboard.
Yes, you can always upgrade your account from a Startup (Forever Free) plan to an Enterprise plan. In order to upgrade, renew & buy users from the dashboard you can go to Settings>System Administration>Plan Details.
Have more queries? Please Call us at 08069252400
- Also available on
