This tool allows the user to create a platform for leads management on google sheets. Data is entered through an HTML form which can be accessed through mobile as well. As soon as the lead is entered, the employee receives an email notification and the lead is sent to employee’s sheet. From there the employee takes action on the leads which are reported in a common place in reporting sheet. The employee receives a daily reminder for pending leads as well as the leads for today’s followup. The business owner is also notified of the leads entered today and the leads followup for today.

How Advanced CRM Works

STEP 1: Open the web application and assign a lead to any employee

STEP 2: The employee gets followup reminders and lead details. He /She works on the lead and set lead stage, next followup date and remarks

STEP 3: All activities by employee will be reported to the owner in the reporting sheet

Important features of Advanced CRM

What are the features which makes Advanced CRM an Incomparable Expert Team Mate Who reminds you and your team to follow up so that you never lose a customer in Your Business.

• Fetch all leads in given date range
• Create and manage leads
• Central Contact Data Management
• Customer Delight, Welcome Them!
• Complete Follow Up at Single Place with Reminders
• Sales Pipeline Tracking
• Automated Sales Dashboard
• Individual Employee Sheets & reports
• New leads assigned & pending leads notifications
• Daily follow-up reminders
• Employee performance tracker
• Detailed Sales Report

https://drive.google.com/file/d/1B33UZSH5-7jfSMLFp-3hjUbJRDUrKBgN/view?usp=sharing