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| LEAD MANAGER (CRM) | |
| Table of Contents | |
| What is the CRM | |
| Options in the CRM module | |
| Enable Module | |
| What is the CRM | |
| Customer Relationship Management (CRM) is a technology for managing all the relationships of your company and interacting with customers and prospective customers. The goal is to improve business relationships. | |
| Storemate CRM provides more options for managing relationships of your lead as well as customer and supplier. | |
| Options in the CRM module | |
| Leads | |
| Add/Edit/Delete leads | |
| Convert leads to customer | |
| Leads source: Know which source (e.g google/facebook etc) leads are converting to more customers. | |
| Leads life stage: Know the life stage of lead (New/Qualified/Opportunity/ etc) | |
| more deatails link : https://help.storemate.cloud/docs/lead-manager-crm/ | |
| Followup | |
| Followup with Leads, customers & Supplier | |
| One-time followup | |
| Recurring followups | |
| Followup based on Pending/Partial/Overdue invoices | |
| Followup based on order transactions | |
| Followup Log | |
| Campaigns | |
| Email & SMS campaign | |
| Contact Login | |
| Multiple logins for customers & suppliers | |
| Contact can check previous orders, purchases, sales, payments & ledger. | |
| Proposal | |
| Create proposal templates with Subject, Body & attachments | |
| Send proposal to leads | |
| Report | |
| Follow-ups by user | |
| Follow-ups by contacts | |
| Lead to customer conversion | |
| Enable Module | |
| Update your subscription for CRM Module. (Contact Storemate Support) |