Automate Your Entire Sales & Billing Processes From Lead To Fulfilment

Automate your CPQ (configure, price, quote) and billing processes with Sales Automation features of Round Infinity. Close more deals faster than you ever thought possible. Track your opportunities pipeline, generate accurate quotes, better contracts, grow your accounts faster, find new customers faster, and close deals faster - from anywhere.

Account and Contact Management

Have a complete view of your customers, including activity history, key contacts, customer communications, and internal account discussions. Gain insights from popular social media sites such as Facebook, Twitter, and LinkedIn.

Opportunity Management

Get a complete view of your team's deals with Opportunity Management. Transform your sales pipeline into a well-oiled revenue engine - organize, analyze, prioritize and close deals faster. See stage, products, competition, quotes, and more. Stay connected to the people and information you need to close every sale.

Lead Management

Automatically capture your leads from different channels and group them based on their engagement with your brand. Auto-assign leads to the right salespeople on your team. Reach out to each lead with complete context and an informed call-to-action.

Build Sales Quotes

Configure products, price orders, and generate quotes while reducing errors and increasing sales rep productivity.

Proposal Generator

Create professional-looking branded proposals using fully customizable templates so your documents look the way you want.

Manage Contracts

Create and manage professional sales contracts, and deliver executable contracts with a click or a tap. Simple for you, simple for your customer.

Automate Lead Assignment

Auto-assign leads based on territories or custom routing rules. Also, let the sales CRM automatically assign leads to handpicked salespeople on your team.

Appointments, Tasks, Notes and Files

Schedule appointments with leads and customers; collaborate with your team on tasks. Make quick notes against each contact; manage and share files.

Invoicing & Service Reports

Create and send invoices or service reports using fully customizable templates so your documents look the way you want.

Smartforms (web-to-lead)

When a visitor fills your web form, they're automatically added as a new lead in Round Infinity & automatically assigned to the concerned person. Plus their profile is auto-enriched with lead score, social media information, and photo.

Deal Age

Create reports based on time taken to close deals. Optimize your sales process and improve your reps' performance.

Lead Scoring & Prioritization

Know which sales lead is hot and who's not, using lead scores & prioritization.

Call Back Reminders

Make the call back to your customer in time by setting reminders for call backs.

Make Quick Calls

Buy numbers, assign them to your sales reps, and start making calls - all from within Round Infinity CRM. With automatic call logs, every call in Round Infinity is captured; you can also manually log calls you receive outside Round Infinity.

Territories

Group your sales team by territories. Focus on areas where you're closing more deals, and identify territories with potential business.

Mobile

Turn your mobile device into a portable sales office. You can log calls, respond to hot leads, work on opportunities, or check dashboards no matter where you are.