Customize your sales workflows, grow your accounts faster, find new customers faster, close deals faster & track opportunity pipeline & forecast - from anywhere.
Capture leads from all your channels automatically, manage them intelligently, transfer them to the right teams and people. Ensure zero lead leakage and zero missed opportunities. Use the mobile responsive self-service portal, excel bulk upload capability, auto-generated REST API, etc. to easily enter leads.
Use the no-code workflow builder to sketch the best-possible sales workflows for your different products & teams. Each business has a different process & steps for closing a lead. Round Infinity gives you the flexibility to configure your own workflow to meet your unique needs. Read More About No-Code Custom Apps & Workflows
Automate lead qualification, prioritization, and distribution to relevant people & teams based on advanced rule based routing using lead & agent attributes. Timely contact = higher conversions.
Plan the workday of all your customer-facing teams (digital, call center, or field). So, they can concentrate on doing more - thereby increasing their productivity. Your sales people can do everything on-the-go - their tasks, document upload, lead transfer - while you live-track them from miles away. Field staff can view all jobs & appointments for a given day in an easy detailed view on their mobiles.
Have a complete view of your accounts, including activity history, key contacts, documents, communications, internal account discussions, etc., all in one place. Easily connect with your accounts & record all activity undertaken with the account. Track all account activities as they happen and receive updates when action is needed.
Get a complete view of your team's deals & opportunities. See stage, products, competition, quotes, and more. Stay connected to the people and information you need to close every sale. Turn your mobile device into a portable sales office. You can log calls & work on opportunities, no matter where you are.
Sales Quotas & Forecast
Assign targets to sales staff & track opportunities closure on a monthly & quarterly basis. Track goals for your sales teams based on the number of closed deals and revenue, on a daily, weekly, or quarterly basis. Let your team see sales quotas and quota attainment percentages using auto-generated forecasts reports.
Easily generate customized customised quotes using document templates. Simply populate data in the quotes application & auto-generate quotes with a single click. Easily route generated quotes for approvals. Easily send approved quotes for e-signature to customer.
Easily generate customized customised invoices using document templates. Simply populate data in the invoices application & auto-generate invoices with a single click. Easily route generated invoices for approvals. Easily send approved invoices for e-signature to customer.
Customers & leads often ask to call back later. You can easily set reminders on the lead or account in Round Infinity. The system will send you a alert when the time to connect back is approaching. This allows to never miss out on follow-up request.
Easily call, email or message your users directly from Round Infinity. No need to lookup customer numbers, share your personal numbers, etc. Easily track which user has made how many calls, the duration & to whom.
Allow leads & customers to schedule and join video meetings from mobile phones with ease. Record video meetings & easily access these recordings for compliance & audit purposes.
Easily track lead volume, conversion rates, and every part of your pipeline for a real-time view of the state of your business. Create no-code custom reports & dashboards using columns, filters, groupings, and charts that you want, and get an immediate real-time view. Read More About No-Code Custom Dashboards
360 View Of Users
Serve your customers better by getting a complete 360 view of your users - their orders, service requests, cases, calls, conversations, etc., all in one view - across all your departments including marketing, sales, commerce, and service.
Easily perform KYC for your accounts using video or point-of-sale. Allow users to book KYC appointment, provide KYC data, participate in KYC video call, upload documents, etc. all from their mobile phones. Read More About KYC Workflow
Provide self-service capabilities to your accounts & streamline support. Using mobile responsive self-service portal, allow your accounts to search knowledge base, raise tickets, check status of requests, make payments, access secured reports & documents, book appointments, perform live chat, etc. Read More About Custom Self-Service Portal