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Data is everything you need. Collect and manage all your data in
one place to seize every opportunity.
Manage all your contacts from all active sources in one platform, and stay updated on the current status of each one to leave no scope for missed opportunities or delayed follow ups!
Plan your day effectively and engage with clients without missing any interactions by scheduling activities. Organize your daily tasks with activities to stay on top of your responsibilities.
Track the real-time activity of your leads throughout the Buyer’s Journey, and trigger actions and interactions for increased chances of conversion.
Identify and focus on high-potential prospects with AI-driven Lead Grading that assigns leads with scores based on their activity.
Keep up with your contacts with real-time updates and respond instantly.
Communicate and engage with your clients better to build and foster prolonged client relationships. A smart CRM lead management software so that you never miss an opportunity.
Easily send messages to exclusive contact lists with efficient templates and receive notifications to know if they've been read.
Enhance client interactions with a single click, easily connect with clients, eliminating the hassle of manual dialing.
Make separate lists by adding contacts. These lists can be used for Email Drip campaigns, WhatsApp, or Text message marketing.
Stop flipping through different application interfaces to see how your campaigns performed. The Sales & Marketing Automation dashboard gives you complete visibility of all your marketing performance and helps you recognize winning patterns.
Seamlessly integrate AIM into your business system to capture and convert more leads, increase your team's productivity and accelerate your growth.
AIM empowers SMEs to thrive by improving efficiency and simplification
through thoughtful automation.
A whole suite of features built right in—so that you can easily see what's working and what isn't.
Send impactful Quotations to your prospective clients easily using pre-configured templates.
Create Multiple Sales Pipelines and stay updated on where all your prospects are in the sales process.
Track all Opportunities for potential sales across the pipelines for more accurate sales forecasting.
Empower your team to outperform in no time with the most user-friendly sales CRM software for
small business. Spend less time on learning and more time on selling.
Analyze the current results and predict what is next to
make smarter decisions.
Gain comprehensive insights into your marketing and sales performance with advanced reporting capabilities. Visualize key metrics, track KPIs, and make data-driven decisions to optimize your strategies
Get an insight into how many Leads are being converted into Opportunities and what areas you can work on to increase the chances of conversion.
Monitor your team’s progress and encourage better performance with increased visibility and performance analysis with the best sales CRM for small business.
Get a visual representation of the different stages of the sales process and the expected value you'll get from all opportunities to make better forecasts.
Check and enhance the effectiveness of your emails with a detailed, in-depth overview of who receives, opens, clicks, or reports your sent emails.
This feature provides a detailed breakdown of WhatsApp message statuses, including the number of messages sent, successfully delivered, read by recipients, and those that failed to reach their destination.
This function offers insights into the distribution of contacts among your sales team or individual salespersons. It provides a clear count of how many contacts are assigned to each user, ensuring efficient contact management and equitable workloads.
The Sales Progress Tracker is designed to monitor the daily progress of salespersons' opportunities. It allows you to track the advancement of each opportunity, providing a real-time snapshot of the sales pipeline's status and helping to identify potential bottlenecks.
This tool provides a daily overview of a salesperson's performance on individual opportunities. It offers insights into the actions taken, interactions made, and progress achieved, ensuring a detailed assessment of a salesperson's daily activities related to opportunities.
The Opportunity vs. Time Chart is a comprehensive report that chronicles all actions performed by salespersons on a daily basis regarding opportunities. It also includes essential details such as the number of leads allocated from the total number of new opportunities created, as well as those that were won or lost.
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