Our Services

You will have these features from the box:

  • create and import/export leads
  • customize funnels, roles and notifications
  • drag and drop leads through the funnel
  • edit tags and contact info
  • use preset analytics
  • give permissions level
  • and many more

Dashboard to see all your leads in it

Dashboard is user-friendly for all his users and it`s the place where you manage all your active leads. Anyone can found additional information about every lead.

Preset Smart Analytics

All main key parameters of your funnels and sales team: the average time for closing a deal, conversions for all stages, and whatever you'll need to make business decisions.

Create and customize your sales Funnels

You can easily manage all stages and types of deals that you have, including recurrent payments and returning customers.

Manage your leads lists and upload new from CSV

You can download and upload the list of your currents business contacts, choose the lead-manager and create a specific tasks for each of them in a few clicks

Mobile and Desktop friendly interface

If you need to manage data from mobile - it's not a problem. Create roles with different types of access and give them permission to make their own tasks.

FAQ

Dashboard is user-friendly for all his users and it`s the place where you manage all your active leads

Anyone can found additional information about every lead — phone, source, e-mail, etc.

As basic information you can see Name or Date when lead was created, but also there are specific information like Status or Amount of money you will get by closing deal.

Users have ability to use dashboard as a list too if they are feeling more comfortable with it.

Farther dashboard has practical sorting and search using it users can chose manager, date, payments or specific tags to find what they need to.

You can use preset variants of data for current month, 3 months or a year. Also you can compare 2 similar periods

Prepared lead manager role:

  • Add a new lead
  • Change status for lead
  • Delete lead
  • Assign a lead to a user
  • See a full lead List
  • Sort and filter leads
  • Export leads to Excel and Import leads from Excel

Every new lead automatically generates task for one of your managers. It helps you to grow  business, build trust with potential clients with able to deliver just on time.

We can meet and help you to understand how to fit Crudery for your business needs.