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.
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.
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.
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.