Then the algorithm itself will send an SMS, draw up a contract, send it for signature. OkoCRM will do mechanical, routine actions instead of people. The manager will connect when it is necessary to agree on something or convince the client. All the best CRMs for small businesses offer similar automation capabilities.
This is one of the most convenient tools for working with clients in CRM. Everything is in plain sight here: the cards contain conversation records, chats with clients, tasks
OkoCRM has a replacement for Trello. In the "Projects" section, you can manage any internal tasks or work on projects on a Kanban board, track tasks, add checklists to them, and store files.
This is what the task tracker looks like in OkoCRM
OkoCRM also has:
a knowledge base that makes it easy to train newbies, store guides, and lessons for the team;
team chat - for interaction between employees on transactions and other issues;
analytics - to control the sales plan, analyze advertising channels;
accounts - to track financial movements;
OkoStore — for connecting integrations: telephony, mailing or analytics service, transaction sources.
It is these functions that have secured OkoCRM a place in the top 10 CRM systems in Russia.
LPTracker
Features: voice robot, widgets, end-to-end analytics, corporate telephony, user capture
For whom: a universal option - for IT teams, agencies, training centers, retail
Price: from 13 ₽ per day per person
LPTracker is one of the best CRM systems for sales in our selection. It has an qatar phone numbers list auto funnel that allows you to automatically manage sales processes at different stages. The algorithm will create a call between the manager and the client, send a commercial offer by email, fill out a contract, send it for signature.
In CRM, you can organize corporate telephony for a company using LPTracker SIM cards. This option is suitable for teams that go to sites and need to be in touch with clients, but cannot be tied to the availability of the Internet.
Leads in LPTracker
LPTracker has an auto-dialing function, it can be configured for any stages of the sales funnel. The CRM system also records telephone conversations. Without this function, you won’t get into the CRM system rating, as it is important for the sales department.
A mobile application that makes it convenient to respond to clients or sign contracts from your phone
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