DEAD SIMPLE INTERFACE, JUST LIKE YOUR MAILBOX!
Individual or groups, integrate all email id's into Proposal OTG.
CHAT
Internal teams or external customers, Proposal OTG powers unparalleled chat experience.
PHONE
Track all Phone calls, on mobile or at the call center into Proposal OTG.
Assign,Track, Review & Improve Sales Team Efficiency
Reminders for Calls, Visits, Tasks - Track Missed Follow Up/Visits
SALES ACTIVITIES MANAGEMENT
- Plan, Assign, Track Review - Calls, Tasks & Visits
- Send Email/SMS Reminders to Sales Team on Due Time
- Send Email/SMS to Clients in One Click
- Get Daily Activity & Sales Reports in Email
- Review Missed or Overdue or Escalated Activities
- Track Daily, Weekly, Monthly Team Productivity Reports
Sales Communications Management
Reminders for Calls, Visits, Tasks - Track Missed Follow Up/Visits
CUSTOMER COMMUNICATION
- Automatic SMS & Email Alerts
- Mass Email & SMS With Templates
- Cloud Telephony Integration
- Click to Call Service
- Call Recordings in Audio format
- Integrated Email, SMS & Voice
CRM Software Features
The Only Software You Need to Manage you Complete Sales Process !
Lead Capture
Capture Leads Automatically From Various Sources
Lead Assignment
Assign, Track & Manage Sales Leads with Activities
Opportunities
Manage Opportunities & Sales Pipeline with Stages
Task Planner
Plan Activities to Team with Email/SMS reminders
Mobile CRM App
Complete Mobile CRM Software for Field Team
Integration
API Integration & Plugins for 3rd Party Software Integration.
Email, SMS Alerts
Send Automatic & Manual Email/SMS communications
Customization
Customize Forms, Fields, Reports to Suit Your Business.
READY TO TAKE TEST DEMO ?
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