Sales CRM & Customer Service

360 Degree Customer View for Sales & Customer Service

Effective leads and accounts management starts with a holistic perspective. A good sales & customer service CRM tells you everything you need to know about your lead or account, from one screen – in a static and dynamic perspective.

With Qontak, get complete details about your customers— conversations, deals (open, won or lost), touchpoints with your company, and the tasks and appointments scheduled with them among others.

360 degree customer view

Teams Segmentation

Group your team by geography, deal size, product divisions, and more. Focus on the territories that are making the most sale and have potential business. Break down performance on a team basis directly from your dashboard.

Teams segmentation

Appointments, Tasks, Notes and Files

Use Qontak to collaborate with your team on tasks. Schedule meetings or demos with prospects and customers, and get email alerts to remind you. Make quick notes against each contact; manage and share files.

Appointments tasks notes files

Role-Based Access, Custom Views, Automations and Integrations

Assign roles to individuals who have varying levels of access such as custom views, download, edit among others. Set automations as well which give reminders based on triggers. Qontak also integrations our system with any existing internal system.

Role based access and automations