Lead & Opportunity Management
Track open and closed opportunities for the Year/Quarter/Month.
Multi-Product Lead and Opportunity Management
Lead Heat Map – Analysis Matrix
Email Integrations for First Response
Workflow Management of Leads
Third Party Lead Generator Integrations (Just Dial and Others)
Auto and Manual Lead Assignment
Contact & Communication Management
Contacts mean relationship, and contact defragmentation leads to unproductivity.
Company / Contact Detailed Profiling
Follow-up, Minutes of Meeting, Activity
Multi-Category Assignment for Analysis and MIS
Third Party Mapping for Integrations (Tally and Others)
Multi-Product Relationship and Sourcing Management
Inquiry & Quotation
Clear Communication Translates to Content Clients.
Workflow & Approvals
Integrated DMS, Task and Followups
Multi-Vendor Price List
Self Design Template Format
When you have In-depth Insights into your Inventory, Productivity is a Click Away!
Support and Service Specifics
MIS Analysis & Reporting
Extract, Evaluate, and Execute! Make Data-driven Decisions to Optimize your Actions.
Drill – Down Graphs
Advanced Filtering on Reports
Extended MIS Reports
Integration to EdifyBiz BI
Pre-sales Timeline Management
Sales team can perform productively only in an information fed scenario.
Hub – A 360 Degree Integrated Approach to Business
Customer / Product / Executive Centric Timeline
A business thrives on its sales team. Target achievements and outstanding performance of the marketing and sales teams.
Multi-Dimensional Sales Analysis
Target setting on Various Activities and Sales
Customer / Product / Executive Centric Performance Measures
Advanced Funnels for Drill Down Analysis
Tour & Expenses
Business Trip? Sales Tour? Any Company Related Tour? Don’t worry we got your back.
Advanced Tour Manager with Workflow
User Defined Policy for Executive Spendings
Advanced Mobile Based Expense Upload
Third Party Integration for Expense Management
Global Positioning System
Always keep in touch, and never miss out on where your employees are through real-time location tracking.
Real Time GPS Tracking and Monitoring
Attendance In-Out / Meetings Check In-Out
Salesperson Based Area Coverage
Advansed MIS and Analytics Reporting
One can say that the entire business rests on the shoulders of the Sales team.
Infographics Dashboard with In-Depth Insights
Workflow for Delivery and Installation
Complete 360 Degree Sales Process coverage
GST Taxation with Reporting
Sales Target Management
Self Design Template Format
Document Management System
Organized and Efficient, Make the Best of your Paperless Power!
Integrated to All Core EdifyBiz Modules
Manage it as Private, Public and Shared
Request File Links with Security
Supports All File Formats
Multi Tag Meta Descriptions
Unlimited Storage with Extended Access Security
Task Management System
Systematically Arranged Tasks on the basis of Priority, with One Simple Step Bring Order to Chaos!
Task Management Dashboard
Task / Sub-Task / Group Task with Extended
Process Automation through Task Automator
Task Monitor – Drill-Down Task Monitoring
Checklist and Preset Checklist Management
Task Quadrant for Task Importance and Urgencies