Integrate Rednote CRM with lead generating platforms and send automated responses to them. Now you can configure the automatic reply to their WhatsApp number or Email or SMS. Below are list of platforms you can integrate with our CRM Software.

We will not allow your staff to miss single followup. Set the Reminder and Forget. We will remind you through WhatsApp or SMS or Email at configured time. Moreover, set the real time reminder for tasks and events.

Rednote CRM can be integrated with any of your mail providers. This will be helpful to avoid the responses from the lead goes unnoticed. Our efficient filter helps sales agent to read the email communication of particular lead.

With our one touch quote preparation tool will help your sales agent to prepare attractive professional quotation with accurate values. Our CRM automatically pulls product details, pricing, and taxes to reduce the manual errors.

Managing the field sales people is always tough job when we compare to office sales agents. With our field staff tracking, managers can monitor employee locations, track client visits, and optimize routes for better productivity.

In order to improve the sales process, we have to monitor every process which is handled by the team. The built-in cloud telephony allows you to capture, store, and replay customer calls to improve engagement and maintain better customer relationships.

Communication plays vital role to build the better relationship between a company and client. With our CRM, your can manage emails, calls, SMS, and chat interactions from a single dashboard. This ensures excellent customer engagement and quick responses.

Data-driven decision-making is the key to optimizing sales performance. The CRM’s reporting module provides in-depth insights into lead conversion rates, sales trends, and team productivity. Custom dashboards allow businesses to focus on key performance indicators (KPIs), track real-time progress, and refine sales strategies.