A quick look at the sales funnel gives an immediate account of transactions in progress and their respective stages. Stages can be added easily and each one appears in a separate line and different color. The length of the line corresponds to the total sum of the deals at that stage, and a table with the numeric values is displayed below the funnel. Importantly, Vertics CRM lets you have unlimited sales pipelines and build multiple sales funnels if you have several product lines or profit canters.
You can invite your customers inside your CRM and create a separate workgroup or a project for each client. Each project comes with its own workspace, document storage (great for contract or invoices), calendars and other goodies.
In the CRM client portal, the customers can see the quotations, proposals, invoices, contracts, projects, tasks, status of projects etc...The customer portal is also comes with powerful customer support features,like knowledge base, chat and support ticket option. This means that you can provide outstanding customer support for each client right from inside your CRM.
* In Customer Portal, the fields are controlled by Administrator. The software administrator can control the access & privileges of each customer according to the company policy.
Dashboards in CRM are instant snapshots of the most important sales activities. Each agent can see how many deals they’ve won, how many clients haven’t been invoiced yet and so on. Dashboards are currently available for deals, leads & invoices, to do list, project updates etc. You can customize your CRM interface to meet the specific requirements of your organization.
You have the freedom to choose a solution that best fits your unique business requirements. You can choose from flexible deployment methods on-premise, or in the cloud.
Our cloud-based solution provides business with immediate access to a powerful CRM solution at a low monthly cost or onetime cost (cloud hosting charges will be billed annually). The web-based Sage CRM infrastructure and intuitive browser interface ensure you’ll be up and running – and productive – quickly, without burdening your IT staff.
Our CRM on-premise solution offers customisation capabilities and powerful integration options. Automated process workflows, mobile solutions, web self-service and more help improve productivity and empower your staff to communicate more effectively with your customers through CRM.