Leads from your sales funnels, websites and blogs are now seamlessly integrated without any 3 party tools or expenses directly into CRM. SeedLogix Sales CRM is designed to be simple, efficient and provide account timelines that track everything for you. Make calls, send texts, create proposals, organize follow-ups, send emails, it provides everything you need to grow your business.
Once a lead is generated in our system from your landing pages, websites, and blogs, all that online activity is instantly available. Information such as the pages they visited and for how long, how they reached your touchpoint, and if they opened the auto-responder email that was sent to them. We make it easy to see exactly what your leads have done since they became a lead and the actions you have taken or automated since they arrived.
Our lead timelines help give you an easy visual of your leads life-cycle. From entry, to last visit, to last email, it is all recorded and showcased on the lead profile page.
SeedLogix makes it simple for users to import their own lead list, including allocating leads to a specific auto-responder campaign. This allows users to activate auto-responder messages immediately on import and continue to drip on these prospects. Leveraging our email broadcasting system, users can quickly launch one-off email campaigns for promotions or upcoming events to leads who are part of any nurturing campaign.
• Manually move any lead to a new campaign.
• Easily import leads using a simple .csv format.
• History of past messages stored in lead timeline.
Every call, email, text, voicemail, proposal, task and notes are automatically logged for you inside a powerful account & contact timeline. Painful data entry is gone!
Our CRM is based on touches to determine if the sales agent has created enough activity on the account before closing it out. These KPIs will help report how many touches on average are needed to close a client.
Built directly in our Sales CRM is a fully functional VOIP line that you can add voicemail, forward calls, setup IVR, and record every call incoming and outgoing.
SMS is becoming the most powerful touch you can do to get a response from a prospect. Send and receive texts directly within a contact, using the built-in SMS functions.
Create proposal templates, set expiration dates, and send to clients quickly & easily. Our automated proposal engine follow-up with clients, creating urgency as the expiry date approaches. All auto activity is logged in your real-time activity timeline. Add unlimited products with detail pricing, discounts and descriptions you can use on any proposal.