SalesGo SaaS – Business Sales CRM
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What to expect from Salesy – Business Sales CRM
- The ease and feasibility bought in by an efficient dashboard layout cannot be undermined
- You can manage multiple users by assigning roles and permissions to them
- List and grid views to suit users of different needs
- Easy management of different accounts of a firm
- Manage numerous leads and opportunities through the Kanban board, allowing for easy changes
- Easy management of quotes, sales orders, and invoices of different orders
- Management of documents and campaigns relating to different aspects of sales
- The owner can create duplicate quotes, invoices & sales order
- Available in multiple languages. It thereby facilitates global usability
- Make Optional Assign User In All Module
- Invoice Module with QR Code
- Twilio Integration
- Added Landing Page On/Off Settings
- A user-friendly RTL experience for the customers using Arabic, Hebrew, and Urdu-like languages
- Auto-generated and custom make reports for different sales activities
- Any of the plans’ payments can be done using 10 diverse payment gateways namely Stripe, PayPal, Paystack, Flutterwave, Razorpay, Paytm, Mollie, Skrill, Mercado Pago, CoinGate
- Built with Laravel 8
Salient Features of Salesy – Business Sales CRM
Comprehensive Dashboard
Think of sales and what all comes to your mind? Sales, Leads, Invoices, Products, Opportunities, and AccountS? Well, get an overview total of each of these on a dashboard of Salesy. Further, get a trend chart of Invoices, Quotes, and Sales Orders of a certain specified period. You can also find the individual overview of each of these elements broken down in percentage with their respective status. Get important information through monthly, weekly, and daily calendar charts. Additionally, know the top due tasks, meeting schedule, and month calls on this dashboard. All in all, find all the important sales details under one head.
Manage Role Permissions
With Salesy, you can create new roles and assign permissions to them accordingly.
- This is a multi-user system. You can add as many users as you wish by adding in their requisite details. Assign the roles to these users and manage their status.
- Additionally, you can add stream comments and attach files with these comments.
- Lastly, you can view, edit and delete the tasks assigned to these users. Assign task stage, priority, and start and due date to these tasks.
Chat Module
Direct Communication is an important aspect of any of the businesses. The easy-to-access and use Chat Module provided in Rota Solution, helps you to be in direct and constant touch with the parties.
Added task Gantt chart
A chart is always one of the strong representations of data we have. Here, Gantt Chart shows the status of the tasks as quarter-day, half-day, daily, weekly, and monthly basis.
Parental Settings
ASSIGN CONTACTS
Manage contacts easily by storing all the essential details under one tab. Assign a user to an account at this point.
LEAD MANAGEMENT
Lead management is inarguably the crucial part of sales activity. Well, you can either opt for a Kanban or list view, whatever seems apt to you. Further, through easy drag and drop, change the status of leads. Edit existing leads, add stream comments to them and assign tasks to leads.
MANAGE OPPORTUNITIES
Again, available in kanban view, you can focus on important prospects through this feature. Assign user, probability, stages, lead source, and amount to these opportunities and make informed decisions.
CLIENT ACCOUNTS
As a sales-centric software, Salesy indeed has advanced features for accounts management. View overall details of clients and also the user assigned to them. Add new accounts to the database by feeding in all the requisite information. Edit existing account information if required and add stream comments. View, Edit, and Delete Contacts, Opportunities, Cases, Documents, and Tasks assigned to these accounts in easy go. In short, manage all the aspects of any single account from here.
MANAGE PRODUCT LIST
Indeed the important component that facilitates sales, it’s important that your product list has all the essential details required. Manage the availability status and pricing of products from here.
Twilio Integration
The Twilio Integration for receiving the text messages of the jobs performed is a very handy and convenient feature. You can get an instant text message of the activities on the registered mobile number even when your phone is not connected to the internet, which is one of the most important benefits of Twilio Integration.
Quotes, Sales Order, and Invoices
Send a quote, receive an order and send an invoice with the help of a QR Code. Well, this pretty much is the cycle of every organization out there. Manage each aspect of this cycle individually through Salesy. Know the Status, Amount, Assigned User, Created Date, and other vital information in a list itself. You can also opt for a grid view, whatever may suit your convenience.
Few special features under this include-
- Printing of sales order and invoice
- Add new items to existing sales orders and invoices
- Get an overview of each quote, sales order, and invoice
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Upload by Maxkinon
3.5/5
- 12 Sales
Upload by Maxkinon
3.5/5
- 12 Sales