Overview
Sales are indeed the thriving need of any organization. Salesy is a business sales CRM tool, here to make your complex sales activity a lot easier. Never again miss a meeting or miss a quote or miss a client to poor management.
Demo
Url : Demo Link
Login as Company : company@example.com / 1234
Login as User : IsidroTJohnson@armyspy.com / 123456
What to expect from Salesy – Business Sales CRM
Salient Features of Salesy – Business Sales CRMComprehensive Dashboard
Think of sales and what all comes to your mind? Sales, Leads, Invoices, Products, Opportunities, and AccountS? Well, get an overview total of each of these on a dashboard of Salesy. Further, get a trend chart of Invoices, Quotes, and Sales Orders for a certain specified period. You can also find the individual overview of each of these elements broken down in percentages with their respective status. Get important information through monthly, weekly, and daily calendar charts. Additionally, know the top due tasks, meeting schedule, and monthly calls on this dashboard. All in all, find all the important sales details under one head.
Manage Role Permissions
With Salesly, you can create new roles and assign permissions to them accordingly.
Chat Module
Direct Communication is an important aspect of any business. The easy-to-access and use Chat Module provided in Rota Solution, helps you to be in direct and constant touch with the parties.
Added task Gantt chart
A chart is always one of the strong representations of data we have. Here, Gantt Chart shows the status of the tasks on a quarter-day, half-day, daily, weekly, and monthly basis.
Webhook
Seamlessly connect and enhance modules with a simple setup, streamlining data exchange and boosting platform capabilities.
AI Integration
AI Integration is an advanced software program that employs artificial intelligence to perform tasks, enhancing productivity.
Parental SettingsASSIGN CONTACTS
Manage contacts easily by storing all the essential details under one tab. Assign a user to an account at this point.
LEAD MANAGEMENT
Lead management is inarguably a crucial part of sales activity. Well, you can either opt for a Kanban or list view, whatever seems apt to you. Further, through easy drag and drop, change the status of leads. Edit existing leads, add stream comments to them, and assign tasks to leads.
MANAGE OPPORTUNITIES
Again, available in kanban view, you can focus on important prospects through this feature. Assign user, probability, stages, lead source, and amount to these opportunities and make informed decisions.
CLIENT ACCOUNTS
As a sales-centric software, Salesy indeed has advanced features for accounts management. View overall details of clients and also the user assigned to them. Add new accounts to the database by feeding in all the requisite information. Edit existing account information if required and add stream comments. View, Edit, and Delete Contacts, Opportunities, Cases, Documents, and Tasks assigned to these accounts in easy go. In short, manage all the aspects of any single account from here.
MANAGE PRODUCT LIST
Indeed the important component that facilitates sales, it’s important that your product list has all the essential details required. Manage the availability status and pricing of products from here.
Email Templates
The email templates feature enables the user to choose from pre-defined and individualized email layouts rather than creating an entirely new email each time. Additionally, this provides readiness, uniformity of drafts, accessibility, and reduced effort required to draft the same email repeatedly. These templates can be created according to various needs.
Integration of Cloud Data Storage like Local, AWS, and Wasabi
Integration of Cloud Data Storage like Local, AWS, and Wasabi Protection of your is indeed mandatory. This feature of Cloud Data Storage helps the user with the same.
It facilitates both the internal and external data storage space for backup and archiving, disaster recovery, cloud data processing, and storage tiering based on a range of requirements of costs, availability, performance, recovery, and migration. AWS and Wasabi are third-party authenticated Cloud Data Storage providers that safeguard the data from hacking and are cost-efficient.
Twilio Integration
The Twilio Integration for receiving the text messages of the jobs performed is a very handy and convenient feature. You can get an instant text message of the activities on the registered mobile number even when your phone is not connected to the internet, which is one of the most important benefits of Twilio Integration.
Quotes, Sales Orders, and Invoices
Send a quote, receive an order, and send an invoice with the help of a QR Code. Well, this pretty much is the cycle of every organization out there. Manage each aspect of this cycle individually through Salesy. Know the Status, Amount, Assigned User, Created Date, and other vital information in the list itself. You can also opt for a grid view, whatever may suit your convenience.
A few special features under this include-
Added Convert Quotes to Sales Order
Initially generated sales quotes can be altered, and updated as per the modification of the sales order on the particular sales quote.
Manage Queries/ Cases
After all, there is no point in sales if we cannot resolve the queries. Manage the queries by raising cases and assigning status, priority, and users to them.
Added Form Builder Module
Collecting details of any of the information from a huge platform is essential. The manual form builder helps you to create and share the form with multiple fields with text, number, date, email, and description.
Manage Everyday Activities
It’s difficult to keep a tab on to-do lists if they aren’t backed with timely reminders. Well, manage your calls, meetings, and tasks by adding them to the calendar which in turn would be displayed on the dashboard.
Invoice Payment
This feature of invoice payment is very convenient in cases, where the monetary transactions are in part payments and in time gaps. It helps the whole flow of transactions to be presented smoothly.
Tasks Management
Assign tasks to either of the cases, opportunities, contact, leads, or account. Further, assign task stage, user, timeline, and attachments to it for detailed information. Tasks make for easy achievement of the desired goal.
Call Management
Schedule your calls and manage them effectively by planning them well in advance.
Reports
Get auto-generated reports for a sales order, invoice, quote, and leads analysis. You can customize these reports for any given period by filtering various parameters.
Added GDPR Cookie to make the next visit easier and more useful
The GDPR Cookie is an authenticated one that helps the users to save their personal information in the browser for future online service logins only with their permission. Because the initial log-in process will be skipped and the user will be taken directly to the landing page, this will save time.
System Settings
From brand logo to permissions and default settings, control every aspect of this tool from here. Salesly is available in multiple languages for global usage feasibility.
Changelog
Here you can see what updates came out and did we bring new to the version. Check Changelog
Support
Please send support request here for any issues, questions or suggestions. To save time and get quick feedback, please don’t ask for support in the comments section.
