No-Code Custom Apps
Omnichannel Customer Service
Customize your sales workflows, simplify core sales processes, break silos, increase leads & empower field service staff.
Lead To Cash
Digitalize your entire sales & billing processes from lead to opportunity to invoice.
Grow your business by automating entire sales & billing processes from lead to fulfilment.
Turn your mobile device into a portable sales office. You can log calls, respond to hot leads, work on opportunities, no matter where you are.
Easily set callback reminders for leads & accounts.
Track your leads from click to close. Customize your leads & sales workflow as required by your business.
Set up automatic lead scoring and routing to ensure that the right sales reps follow up on leads while they’re hot.
Have a complete view of your customers, including activity history, key contacts, customer communications, and internal account discussions.
Get a complete view of your team's deals with Opportunity Management. See stage, products, competition, quotes, and more.
Stay connected to the people and information you need to close every sale. Call or email your lead or account in just one click. Schedule and join video meetings from your phone with ease.
Track all associated activities as they happen and receive updates when action is needed.
Get a real-time picture of your sales pipleline & forecast at a glance.
Set deal stage probabilities for your deals and get revenue forecasts of your deals by stage.
Automatically send reminders to customers for important deadlines.
Create reports based on time taken to close deals. Optimize your sales process and improve your reps' performance.
Configure Price Quote
Easily generate customized price quotes, receive PO, generate invoice & track payments.
Configure quotes with speed and accuracy. Spend less time in spreadsheets and emails, and more time selling and closing deals.
Use the price list in your product masters to create quotes.
Automatically populate a quote with relevant customer data, generate a PDF from an approved template, and email it to customers directly from Round Infinity in just a few clicks.
Easily route a proposal for approval, before submitting to customer.
Easily send approved proposal for e-signature to customer.
Easily generate customized reports, quotes, invoices, etc. using data from CRM & custom apps.
Use Document Templates to generate service reports, quotes, invoices, etc. as required by your business.
Simply populate data in the app & generate documents with a single click. Round Infinity automatically populates data in the row, with placeholder in document template.
Save time by turning your best-performing sales emails into templates that can be shared with your team. Just personalize with data from your CRM, and hit send.
Deliver intelligent onsite service, auto-assign tasks, collect data from field & track location of agents.
Field staff can view all jobs & appointments for a given day in an easy detailed view on their mobiles.
Using Custom Apps, collect data on site for inspections, audits, installation visits, service visits, maintenance visits, etc.
Seamlessly upload multiple documents, photos, sketches, QR codes,etc and instantly deliver field data to key stakeholders and connected business applications.
Generate & send work reports, service reports, estimates and invoices directly from the field in real time to customers.
Easily find how much time field staff spent on travel & how much time was spent on each customer visit.
Easily get the directions to customer place, call customer or message the customer.
Collect payment of service or visit from the customer directly from site.
Allow your field staff to send updates, input data & meeting notes using voice notes.
Geotag records & ensure field service staff visited the location to complete assigned task.
Capture signature of the customer on site.
Put back-office knowledge in the hands of your field force with detailed site records and critical documents.
Digitalize the entire travel process from travel booking to expense claims to reimbursement.
Digitalize & automate your expense management & employee approval processes. Eliminate the errors, paper and procedures that go with it.
Frees up your employees and gives you more control over compliance and costs.
Users can quickly request travel bookings which can be sent for approval & than to the travel desk.
Users can quickly take a picture of receipts, submit expense reports for approval from any mobile device, and keep productivity on track.
Employees can submit, review, and approve any expense reports on the go.
Configure travel expense settings, travel policies, spend policies, etc. as per your business needs.
Make smarter, data-driven decisions with a complete spend picture.
Flag policy compliance violations automatically.
Save time by flowing booking data into expense reports automatically.
Simplify budgeting, forecast more accurately, and improve vendor negotiations.
Electronically sign and manage all your documents from once place & remove all paper based processes.
Easily send documents, contracts, quotes, agreements, etc to your customers, partners & employees for electronic signature.
Easily specify the approvers for each document.
Users can electronically sign and view all documents from one place.
Easily cancel sign requests.
Users are automatically notified when all users required to sign a document have completed signing. A copy of the signed document is sent to all signees.
Make your business processes secure and compliant.
Assign targets to sales staff & track opportunities closure on a monthly & quarterly basis.
Define targets to be met by your sales staff per month, per quarter, etc.
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.