Capturing Lead - More information, better strategy!
Every person who is engaging with you is a prospect customer. An effective lead management toolhelps you convert more leads into customers
Know who is engaging with website
Know when they read your campaign mails
Bring personal contact to the system
Increase leads to buyer's conversion rate
Lead Assignment
Once the lead is captured and information is analysed -
Assign leadto the best-suited team member
Assign tasks for auto execution sequence
Lead Campaigns
Every contact is a lead. Identifying the right audience and reaching out to them is crucial for any campaign to achieve its goal.
Use advanced filters to maximize the impact by taking right service to the right people
Reach out to only the people who are most likely to buy your services.
Marketing Campaigns
Have a clear understanding of your target audience!
Choose time and media, when or where to reach potential customer
Let our automated system reach out to them
Target customers based on their demographic characteristics like firm’s size, geographic location.
SMS and E-mail templates
Cross-platform integration lets you connectwith thetargeted audience through multiple channels.
SMS, e-mail and other mediums from a singular access point.
Meet and greet them on social media if that’s where they are.
Contracts
After a sale agreement is reached with your client,a contract formalizes it.
Contract creation using various in-built free drafts
Create your own templates tailored to your specific needs
Send contracts over to clientsand get their digital e-signatures online
Use email facility for contract delivery
Integrate popular services like DocuSign for document signing
Lead Automation
From initiation to deal closing, a lead passes through various stages. Lead Automation steers it through sales funnel smoothly; allowing you to divert your time on finding new business.
Assigns a new lead to a suited person in your firm based on criteria set by you!
Performs given task at specified time
Effective execution, impressed prospects
Time-Based Reminders
Reminds you for upcoming payments or subscription renewals.
Assign Activities
Taking notes manually and memorising is a thing of past now.
Automate tasks execution sequence
Assign responsibilities
Time-based task allocation
Never miss a deadline
Reminders to follow-up your conversation
User Management
Not everyone uses all the features present in the system. Unnecessary information can lead to distractions
User specific layout with role-specific functions
Display what you need—no less, no more
Reduce access time, increases productivity
Define roles and grant role-based access
Client Relations
Make your clients feel valued.
Send out greeting on their special days.
Never miss birthdays, anniversaries or other special occasions
Lead Communication
Manage your conversation for easy follow up.
Unique communication reference number
Comment/notes on conversation
Seamlesstransfer of conversation ownership
Newsletters
Send regular newsletters to your clients and share latest developments;tell them about upcoming events and new schemes all in a single document.
Invoicing
Generate invoice to bill your customers for your services; and email over to them without any hassle
Value added services (VAS)
Engage existing clients on the various VAS provided and generate a cross-selling platform.
Large Storage
Don’t worry about space anymore! Our cloud-based system allows you to store as many documents as you want without worrying about storage.
1 TB document storage
Easy search with advanced options
Organization
Keep your files as long as you want in a centralized, easy-to-access system.They will never pile up.
Well organized library
Event/case specific categorization
Privilege Access
Share documents with only the right people based on user roles.
Give access to only the relevant people
Role based permissions
Report's
Self-assessment and accountability are necessary for a business to grow.
Organize, analyse and improvise with our reports
Monitor performance of each activity
Evaluate workforce’s performance against targets
Integrate and Maximise
Accountsforce seamlessly integrates with most of the leading applications including major accounting platforms and cloud systems.
Incorporate your CRM with your accounting software
Cloud based services including Google Apps, Outlook 365, DocuSign, and MailChimp.