An intuitive user interface with smart filters provides a clearer view of all your sales activities. Utilize tips and best practices to configure and deploy your CRM effectively
Access your CRM on the go with TailorERP’s mobile-friendly interface..
Automatically generate leads from emails, VoIP calls, social media interactions, website visitors, event attendees, support tickets, and more.
Send quotes with just a few clicks, manage your pipeline using drag-and-drop, and more.
Your scheduled calls are queued, facilitating a smooth transition from one task to the next.
Create campaigns to automatically send emails customized for specific lead segments and activities. Utilize various marketing modules to enhance lead acquisition from your website, including tools for Search Engine Optimization, form builders, A/B testing, and more.
TailorERP calculates the probability of success based on various criteria, including past performance.
Automatically identify the countries, states, and cities of leads based on their IP address.
Enable TailorERP Live Chat on your website to engage with visitors and turn them into leads. Set up rules for specific countries or pages, and use a chatbot to send predefined messages automatically.
Receive suggestions for leads to merge when converting a lead into an opportunity, and automatically create contacts based on those leads.
Set your own rules to assign leads to the appropriate sales team or salesperson based on quotas and segments.
Monitor lead sources by using UTM trackers across all your marketing campaigns.
Create new leads directly in your Odoo database.
Enhance contact information using only an email address or phone number.
Manage activities and calls effectively by organizing and scheduling them for each opportunity, while promptly logging and analyzing them in the opportunity’s chat. Additionally, track and record your team’s activities to ensure efficient workflow management.
Gain a clear overview of the opportunity pipeline and work more efficiently with the drag-and-drop interface. Set up customized stages for each sales team and analyze reasons for lost opportunities to enhance your sales effectiveness.
Personalize your pipeline by adding descriptions to each stage.
Schedule meetings directly from the customer opportunity and synchronize with mobile phones and Google Calendar.
Plan your next actions and organize your daily tasks based on the most important opportunities and priorities.
Access all relevant information within the opportunity, including pages visited on your website, emails, meetings, upcoming actions, previous orders, and more.
Log calls in the chatter or initiate VoIP calls with just a few clicks. TailorERP also suggests automatically rescheduling the next action after the call.
Maintain a clear, shared address book accessible to all your salespeople.
Quickly set customer preferences, including language, delivery methods, financial data, and more.
Manage multiple addresses and contacts for a single company.
Access the complete history of activities related to any customer, including opportunities, orders, invoices, total amount due, and more
Create email templates for the most common communications with your customers or opportunities.
Automatically attach all your email communications to the correct opportunity and generate new leads based on incoming emails.
.Set up a dial queue for customers or opportunities, and make calls either automatically or manually from the browser. Automatically log calls, open customer forms, and automate next actions. Reschedule or email for missed calls, and receive an auto pop-up for incoming calls. This feature is integrated with Asterisk v13.2 VOIP server.
Track key opportunities with a single click and receive alerts based on relevant activities.
A salesperson can belong to multiple teams.
Utilize predefined dashboards or create custom ones using the advanced reporting engine. Share filters with your team.
Analyze your opportunities pipeline using advanced filters, grouping, and drill-down options.
Monitor the progression of your KPIs over time and identify trends.
Obtain statistics on your lead sources to assess the ROI of your marketing campaigns.
Quickly visualize your sales team’s KPIs at a glance.