Client Management Software

Streamline Your Sales Process with Client Management Software

Growing Demand for Customer Management system for Businesses

A customer relationship management system allows you to store and manage your contacts, leads, and customers in one place. This centralized hub also provides a detailed view of a customer’s past activity along with their business, invoices, documents, payments, and messages. CRM solutions also make it easy to access information from anywhere. It also ensures smooth teamwork and communication within the company.

Benefits of Using Client Relationship Management Software

Automated Lead Capturing

Leads Rubix CRM automates the lead capture process and reduces the amount of manual data entry by reps. The software helps you retain leads directly from your CRM by providing integration with web forms, email, advertising and social media campaigns. It also helps sales reps save time that could be used to increase sales.

Payment Schedule for Opportunities

Schedule payment alerts for opportunities with just a few clicks, and receive notifications and updates in your dashboard and email. If your customers pay in installments, you can schedule multiple payment reminders per opportunity.

Auto Lead Assignment

With Leads Rubix CRM, you can automatically assign leads to team members or sales representatives. Create automated lead routing rules to assign leads from specific channel integrations to specific team members. Ultimately, this helps the manager or team leader distribute and distribute the workload in an organized way.

Ownership Management at Your Fingertips

Instantly take ownership of critical leads and opportunities so you don’t miss a deal. Leads Rubix gives you the option to transfer ownership of leads and opportunities to another team member or sales representative to ensure a smooth workflow.

Automated Sales Forecasting

CRM provides sales forecasting capabilities that enable sales teams to accurately predict future revenue and revenue growth based on potential deals in progress. Sales forecasting reports help sales reps improve sales strategies and organizations can plan monthly or annual sales targets.

Key Deals Reminder

Leads Rubix also gives sales reps the ability to display and set alerts for key deals they need to handle. You can set a deadline and a notification will appear in the toolbar with the name of the key trades.

Pre-designed Proforma Invoice

Access pre-designed proforma invoice templates. You can submit proforma invoices for opportunities from the Leads Rubix Quote Module itself. All functional information is automatically generated through this module.

Track Daily User Activity

The dashboard provides an overall view of daily user activity for admins and group admins. This allows teams and team leaders to collaborate effectively and know the status of completed and backlogged work on a daily basis.