TDI CRM App & Software

3 IN ONE APP
Mobile Dialer - CRM - HRM

Why CRM Software is important

1. Enter prospect details easily Status & Source wise (Dynamic)
2. Manage All Enquiry, Leads & customers details (Create custom form for Lead & Customer according to your requirement)
3. Add follow-up & Get Daily Follow-ups List on dashboard
4. Add multiple product & services along with price and description
5. Send proposal, invoice & record payments details
6. Add payment mode options
7. Check your due payment report on dashboard
8. Manage All Business Expenses (Category wise)
9. Analysis of your company expenses and income via balance sheet.
10. Separate panel for Admin & Staff. (Admin can set permission to individual staff)
11. Set Monthly Target amount of your staff and keep analysis it
12. Assign leads in bulk to your respective Team
13. Filter the leads as per source, status & staff
14. Get Staff detailed work reports Date & Status wise
15. Set Task for staff & Get Task report easily
16. Manage Reseller & Partner also
17. Create your own SMS and Email template
18. Send SMS & E-Mail button for leads & customer
19. Auto send SMS for new leads, customer & Payments
20. Upload Complete company name, Logo, GST & other details
21. Integrate with IVR/ Justdial/ Indiamart and more & Manage all leads at single dashboard