CloveCRM for ITeS

Manage All Your Leads And Inquiries

Leverage complete, accurate, centrally held information in clove CRM to engage better with new accounts. Tap into new customer segments easily and ensure continued growth for your ITeS firm.

Create a well-defined sales process from Lead submission to deal closure within the CRM.

Auto-Capture inquiries from website, calls, digital ads, portals etc.

Auto-assign leads to the right sales team member based on location, source, campaign, etc.

Track and manage your leads through different stages of the lead pipeline.

Set automated messages on email, WhatsApp and SMS to ensure that no lead is left untouched, and no opportunity falls through cracks.

Prioritize Key Accounts For More Repeat Business

Close more sales and seize more cross sell opportunities by building trust and confidence with existing clients. Pay close attention to your key accounts to ensure prolonged revenue streams.

Manage and nurture all key stake holders- team, partner, vendors etc., as contacts.

Congratulate or wish all your clients with customized yet automatized messages using Email/SMS/WhatsApp.

Email and in-app notifications and reminders to stay on top of follow-ups (meetings or quotations).

Meeting reminders for contract and subscription renewals, service appointments, project discussions, and more

History Feeds to track communication and the work done on an account.

Help All Your Teams to Know Your Client Better!

Your clients are the most valuable assets of your company. To provide them with a delightful and personalized experience, your team needs all client-related information at their fingertips.

Centralized database of all customer information.

Integrate clove CRM with your favorite business app so that your team has immediate access to the information they needs to serve clients better.

Store additional information and documents that’s important to your business.

Leverage CRM data to identify cross-selling and up-selling opportunities

Get A Complete View Of Your Business Health

Get a bird’s eye view of processes, pipeline, sales per agent, activities, the deal stats with clove CRM. Drill-down for a more granular understanding of all trends with multi-dimensional and multi-metric reports.

Sales Forecasting Report to understand where your team should be focusing to close sales.

Immediate visibility of the sales pipeline to learn who is working on what.

Learn about the team’s activities throughout the day without the spreadsheets from Relationship Managers.

Insights into product performance and ROI calculation.

Custom dashboards to view all your reports in one place.

Improve Operational Efficiency

clove CRM enables seamless collaboration and ensures that all your teams have the right context and information on every lead or deal.

Bring all your teams on one platform and have all the communication at one place.

Keep track of your team’s daily schedule and activities with Meetings dashboard.

Communicate with other team members or departments on any lead or deal with @mentions.

Enable all your teams to stay updated on the work done on a lead/deal with history feeds

Assign, track and manage tasks given to various teams.

Field Sales Management

Help your field force stay organized and productive while conducting numerous daily meetings.

Keep track of your team’s customer visits with Geo check-in and check-out.

Optimize their bandwidth and enable them to close more deals on the go.