Sort leads in a variety of convenient ways and arrange the information on your screen to minimize fumbling and scrolling.
No need to call, email or text from another device or application.
Click the corresponding button right inside your CRM to contact leads, customers, or team members.
Set up and conduct conference calls without leaving the CRM with the CTI plug-in.
See all logged activity pertaining to a particular lead so you can make the best decisions about how to continue nurturing or to close the deal.
Set reminders to inform representatives when leads asked to be contacted, or when other important dates are near.
Alert appropriate team members when lead correspondence is overdue or when other events occur. You decide on the events that require an alert.
Assign user roles to appropriately delegate access to information.
Scheduling and viewing of events and time-sensitive matters is important, which is why Office24by7's CRM has a built-in calendar with all of the functionality you would expect.
All of the functionality you need when you're out of the office is built into your attractive, intuitive mobile app. Access lead information, get important reminders, view your calendar, and much more. The mobile app can carry out many of the same tasks the desktop application does. Managers can even track the location of their agents and monitor their activity logs.
Identify new leads and resolve duplicates, or allow a duplicate if necessary.
Set the rules and define your algorithm to automatically categorize hot, warm, & cold leads.
Customize dashboards and reports for better visibility of your most essential metrics.