CREST CRM - Features
Lead Management ensures that the Sales team are always on top of all the leads and ensures that none falls through the track. CREST CRM software will aid you in reaching your business goals
- Capture complete Lead information with CRM tools: – Key attributes captured are Organization name, Contact Name, Industry classification, Category, Source, Priority and Status.
- Leads can be “Assigned To” a Sales representative.
- Lead specific Notes: This section provides flexibility to track the various notes one would like to register against the Lead.
- Upload Documents: This section provides flexibility to upload and store any kind of documents related to the Lead.
Opportunity & Deal Management
Reports & Dashboards