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.
Know which sales lead is hot and who's not, using lead scores & prioritization.
Auto-assign leads based on territories or custom routing rules. Also, let the sales CRM automatically assign leads to handpicked salespeople on your team.
When a visitor fills your web form, they're automatically added as a new lead in Round Infinity & automatically assigned to the concerned person.
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. 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.
Create reports based on time taken to close deals. Optimize your sales process and improve your reps' performance.
Schedule appointments with leads and customers; collaborate with your team on tasks. Make quick notes against each contact; manage and share files.
Make the call back to your customer in time by setting reminders for call backs.
Automatically make calls to your leads & qualify leads using Campaigns. Althernatively, assign leads 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.
Create professional-looking branded proposals using fully customizable 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.
Create and send invoices or service reports using fully customizable templates so your documents look the way you want.
Configure products, price orders, and generate quotes while reducing errors and increasing sales rep productivity.