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Diinsy CRM Features

Contact & Account Management

Know your customer better. Get a complete view of your customers, including activity, communications, and internal discussion.

Get a 360 degree view of your customer

CRM Contact
  • Lightning fast search
  • Custom Fields
  • Attachments Storage
  • Collaborate with people company wide
  • Open Opportunity list
  • Link social accounts – Facebook, LinkedIn
  • Check Customer Balance
  • Assign & Reassign Contacts, Accounts

Lead Management

Know where to spend your marketing money and show the impact of your marketing activities on your company’s bottom line.

Lead are unidentified raw details of a company, person or business opportunity. These can be gathered at various situations such as trade shows, advertisements, marketing campaigns etc.

Leads are an important part of any sales process

CRM Contact
  • Import leads from external sources
  • Convert lead to business opportunity
  • Route & assign lead to right people
  • Easily monitor lead stages
  • Easy follow up with phone calls or meetings
  • Assign lead rating to prioritize leads
  • Clear view between Junk & qualified leads

Activity Management

You'll never be more organized with any other CRM /DIINSY TM CRM tools has made organization easier than ever before!/ organization was never so easy as it is with DIINSY TM CRM tools! Setup individual task to track things like to-dos, log a meeting or phone call. In addition to task can be linked to contacts, leads, opportunities.

CRM Contact

CRM Contact
  • Delegate Tasks
  • Follow up reminders
  • Status updates
  • Calendar View
  • Activity Based Reports
  • Categorize everything
  • Define Priority 

Sales Opportunity

A customer, business who has a clear interest in closing a deal or willing to buy a product or service. They request quote, relevant product details and make offers for payments.

Opportunity Stages Chart

Manage all your sales opportunity and easily create quotes to close more business in less time. DIINSYTM CRM map your business process, not the other way round. Record all important information about an opportunity such as budget, estimated closing date etc.

Opportunity Stages Chart
  • Assign roles with in organization to close deal
  • Customize work flow
  • Know your competitor
  • Add product lines
  • Convert to quotes & create versions
  • Get prices approvals
  • Manage sales pipeline
  • Track all sales opportunity end to end in a sales cycle
  • Record reasons for won or lost cases

ALL FEATURES

  • Activities
  • Accounts
  • Contacts
  • Leads
  • Opportunities
  • Quotes
  • Orders
  • Inventory
  • Campaign
  • Dashboard
  • Email Integration
  • Import/ Export
  • Document Manager
  • Role Based Security
  • Custom Fields
  • Custom Workflow
  • Territory Manager
  • User Logs
  • Archive Module
  • Dealer Management
  • Custom Reporting
  • Calendar
  • Customer Feedback
  • Website integration
  • Receivable Module
  • Email Integration

Contact Us for more information