Auto generate leads
Forward all the leads from all your lead generation sources like E-mail, website, & B2B portals to Nettyfy CRM to manage them from a single portal.
Lead follow-up Automation
Set Lead Follow-up Automation to as well as quotation follow up automation to increase conversion.
Lead Priority Management
Prioritize leads, and Focus on hot leads to increase the conversion rate
Excel Import/Export
Import, Export Master data in excel sheets to reduce manual input and save time.
Sales, Calls & Visits Tracking
Get your sales person's daily activity reports. Analyze performance based on his activity and sales he generated.
E-Mail / SMS Communication
Auto send E-Mail / SMS against each action you performed to save time.
Primary Follow-ups of Leads
Auto Send Introductory Message through WhatsApp, Mail & SMS on each Incoming Leads.
Continuously Auto Follow-up of Leads
Auto sends Salesperson information & Send Continues Email & SMS to the customer as Lead Progress.
Bulk Email & SMS Marketing
Get all pending receipt in a single dashboard, with multiple filter facility
Bulk Email & SMS Marketing
Get all pending receipt in a single dashboard, with multiple filter facility
Single window entry system
Easily create sales order and invoice and payment receipt in a single click from quotation.
Quotation Auto Follow up
Set Auto follow-up of each quotation to increase the conversion ratio with minimum efforts
Payment Auto Follow Up
Set Auto follow-up of each Invoice until it paid to manage your cash flow with ease.
Auto mail quotation & invoice
Automatically send quotation and invoice to customer to reduce your task
Salesperson Performance Report
Track Performance of each sales team and salesperson to decrease your cost of sale
Manage Agent Commission
Manage commission of the agent for each order, until it is paid to them.
Operate from anywhere
with Nettyfy CRM App work from any corner of the world at any time
Mobile Attendance
Manage attendance of field staff through app with GPS location
Driving direction on Map
get your driving direction for your any customer in a single click
GPS Tracking
Track your field staff through GPS and get its reports
Upload image & Doc
Upload image or document to any lead or contact directly from app
Mobile App
Nettyfy CRM can work on all devices like mobile, tablet, with any OS.
Live Sales Reports
Get live sales report on your Personalized dashboard
Sales Team Productivity Reports
Get sales team wise and sales person wise sales report to get their productivity.
Lead Activities Reports
Generate activity reports of your each salesperson every day/month.
Marketing campaign wise Report
Track success of each marketing campaign from this report so you can plan your next marketing move
Personalized Dashboard
Each user can design his own personalized dashboard based on his role and requirements.
Department wise Live Reports
Powerful marketing tool can generate multiple report from your each department to get exact analysis of your business
Auto-Create Task & stages for new project
Auto-Create Project from Sales order with default task
Auto Assign task to the concerned person
Manage multiple currency with auto currency conversion facility
Real-time Activity Reminder Popup
Get a Real-time Notification Popup of your every planned Activity
Track progress of each task in Percentage
Get a Real-time Tracking of each task & Project Progress
Auto Create timesheet based on work on the task
Track daily activity of employee to measure their performance
Customer portal for better tracking & communication
It will increase transparency and trust of your customer
Manage Priority & Deadline
So your employee can plan their task based on priority
Real-time Task & Project Tracking
Increase transparency and reliability in your task & finish the task on deadline easily
User wise Personalised Dashboard
Each user can create his own personalised report based on his requirement and role to perform better
Department wise Dashboard
Each department has its own interactive dashboard to get most information from a single point
Business Intelligence Tool
Customized reporting tools will generate lots of reports to keep you aware of each corner of your business.
Alerts and Notifications
System will generate alerts for your pending task, so you can complete it on time.
Multi-Dimensional Reporting
System will generate multiple reports in multiple formats like pivot, column, pie graph etc for better analysis
Workflow Management
Automate and manage workflow of your business with routes to reduce your process time and cost.
Quotation & Payment Auto Follow-up
Automate and manage workflow of your business with routes to reduce your process time and cost.
Performance Report
Track the Performance report of CRM module.
Lead Capture
capture lead automatically from various sources.
Lead Assignment
Assign, Track and Manage Leads with activities
Sales Pipeline
Manage user wise personalized Pipeline with stages
Activities & Reminders
Personalized activity reminders do not allow to miss any follow-up.
Marketing Automation
Set Auto-follow up and increase conversion rate
Quotation Auto follow-up
create & send quote by mail, and set auto follow up
Mobile CRM
Manage CRM from mobile for your field staff.
Live Reporting
Live report of leads, activity and sales by each salesperson.
Excel Import / Export
Easy to create master by Import, Export data in Excel sheet