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.
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.