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.
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.
Automatically capture your leads from different channels and group them based on their engagement with your brand. Assign them to the right salespeople on your team. Reach out to each lead with complete context and an informed call-to-action.
Configure products, price orders, and generate quotes while reducing errors and increasing sales rep productivity.
Create professional-looking branded proposals using fully customisable templates so your documents look the way you want.
Create and manage professional sales contracts, and deliver executable contracts with a click or a tap. Simple for you, simple for your customer.
Auto-assign leads based on territories or custom routing rules. Let the sales CRM automatically assign leads to handpicked salespeople on your team.
Schedule appointments with leads and customers; collaborate with your team on tasks. Make quick notes against each contact; manage and share files.
Create and send invoices on the go, from any device. Automate the entire invoicing process by using business bots in Round Infinity.
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.
Create reports based on time taken to close deals. Optimize your sales process and improve your reps' performance.
Know which sales lead is hot and who's not, using lead scores & prioritization.
Make the call back to your customer in time by setting reminders for call backs.
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.
Group your sales team by territories. Focus on areas where you're closing more deals, and identify territories with potential business.
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.
Use Visual Workflow to rapidly design and automate any business process with drag-and-drop simplicity. And drive success with flexible approvals processes for deal discounts, expenses, and more.