CRM Tour


Learn how SalesEmpower CRM can help you close more deals, increase productivity, and improve customer happiness.



Lead Management
Account Management
Contact Management
Opportunity Management
Sales Management
P/L Statement
Inventory Management
Support Management
Employee Management


Lead Management :

Drive more sales with our effective lead management system

Converting a lead into a potential buyer depends on efficient communication and nurturing. From lead generation, to scoring, to conversion, Our CRM's lead management software ensures proper follow-up to move your leads through the sales pipeline.

What is lead management?

Lead management is a systematic process in which incoming leads are qualified, analyzed, and nurtured so that they can be converted into new business opportunities. In a typical sales process, leads from multiple channels enter your lead management system, and the sales-ready leads are converted into deals. You need to have a lead management platform in place if you want to make the most of prospects who are interested in your product or service.

  • Lead designates an individual who Might become your customer but currently isn't. 

  • Generating a lead is the first step of the sales process in CRM.

  • Lead records are designed to store all known information on lead, including customer details, address, contact details.

  • If Lead is qualified then a account,contact will created automatically and we can also create multiple deal at time of qualified lead.

  • We can upload csv file to create multiple lead simultaneously.

  • If Lead is qualified then we can not update its value.

  • We can create multiple daily task activity.
Our CRM has been consistently rated as the best lead management solution by both customers and experts. With a comprehensive set of lead management features for businesses of all sizes and types, your sales reps can now convert more leads in less time, and with less effort. From lead generation to conversion and analysis, take a look at some of the popular ways that you can find sales success with our crm's lead management system.

Use Our CRM's built-in analytics functionality

Measure the number of leads that you've brought in, the conversion rates for different lead sources, sales reps who convert the most, and more, using our CRM's built-in analytics functionality.

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From Leads to happy, engaged customers

Having a live chat system on your website is the best way to engage with your incoming prospects. In fact, live chat is the most preferred communication channel when a lead lands on a website. Engage with your visitors more personally and convert them to leads right from your chat window.


Convert leads to deals

When leads are willing to buy your products or services, turn them into deals with just a click. While converting, you can also create immediate follow-up tasks. Moreover, automatic data association of leads to contacts or accounts means that all your lead information is successfully retained and associated to a contact's information.

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Account Management :

  • Accounts are companies or departments within a company with which you have business dealings. Or Accounts are the firms or company whom with which you do your business

  • Account will create automatically when a lead is qualified and We can also create account separately .

  • We can create multiple deal from account and multiple daily task activity as well.

An integrated approach to customer account management


When you have all your account-based information in one place, you can automatically execute your key account management functions better. Our CRM offers a range of sales account management features for sales reps to understand their customers' needs better, address their pain points, execute account-specific activities, and greatly improve their relationship with customers.

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Contact Management :

Contact management is the process of recording contacts’ details and tracking their interactions with a business, which allows businesses to improve sales and service levels by leveraging a wider range of data.

  • Contact will create automatically when a lead is qualified and We can also create contact separately .

  • We can create multiple deal from contact and multiple daily task activity as well.

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Opportunity Management :

Deals are pipelines in the Customer Relationship Management Software. They typically contain custom deal stages which are used to visualize a sales pipeline and to estimate future revenues. The final deal stage is closed when the deal is won or lost.

  • We can create multiple daily task activity from deal.

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Sales Management :

Three integral components of Sales Management process are Quotations, Purchase Orders (PO), and Invoices.

  • A quotation is a document that a seller provides to a buyer to offer goods or services at a stated price, under specified conditions.

  • Customer Purchase Order: Customer Purchase Order is that purchase order placed by customer.

  • Company Purchase Order:Company Purchase Order is that purchase order placed by company.

  • Customer Invoice:Customer Invoice is that invoice placed by company.

  • Company Invoice:Company Invoice is that invoice placed by other company.


P/L Statement :

A profit and loss statement, also known as an income statement or a P and L statement, is a financial report that shows a business’s net income by subtracting total costs and expenses from total income and revenue. 
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Inventory Management :

Inventory management is a critical aspect of business operations, ensuring that products are efficiently tracked, stored, and distributed to meet customer demands. A Customer Relationship Management (CRM) system can play a vital role in streamlining and enhancing the inventory management process.

  • Items: Defining Your Products "Items" in a CRM refer to the individual products or services that your business offers. Each item is assigned a unique identifier, often called a Stock Keeping Unit (SKU), along with descriptive information such as name, description, price, and unit of measurement. This information is crucial for accurate tracking, pricing, and order fulfillment. CRM-integrated inventory management ensures that sales and customer service teams have immediate access to current item details when interacting with customers.

  • Inventory Management: Tracking and Control The CRM system provides real-time visibility into inventory levels for each item. This visibility extends to multiple locations, such as warehouses or retail outlets. When an item is sold or received, the CRM updates the inventory count accordingly. This information is vital for preventing overstocking or stockouts, optimizing reorder points, and efficiently managing stock levels. Moreover, the CRM can integrate with procurement processes, automatically generating purchase orders when inventory levels reach specified thresholds.

  • Item Groups: Organizing Similar Products "Item Groups" categorize similar items together for better organization and reporting. For instance, if your business sells electronics, you might have an item group for "Laptops" and another for "Smartphones." This grouping simplifies navigation, reporting, and analytics. CRM-based item groups assist in efficiently managing large product catalogs, enhancing user experience, and making data-driven decisions about product assortment and promotion strategies.


Support Management :

Support functionality will provide to the support team where you can get the ticket from distributors and clients for the support purpose. On the sold product or the service, based on SLA basis of priority like:

  • Low Priority
  • Medium Priority
  • High Priority
    •  

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    Employee Management :

    In this module employee information is divided as many parts like private information ,education details, bank details etc. Only HrAdmin can create employee and employee can fill its other details.

    • Employee Attendance management: Defining Your Products An attendance management system refers to an organization's approach to tracking employee time and attendance information. An accurate attendance and time tracking system helps you save time and effort in calculating your employees' working hours.