A 360 Degree View of Your Leads, Opportunities, and Clients
Fully customizable, Worklogic’s CRM module extends the same logic and ease of operation to the sales process. Your sales team can easily manage their contacts, set appointments, calls and emails and see their pending activities right on their own dashboard. The system will even track those activities that are past due, current or pending for future follow up, giving your sales team a bird’s-eye view of their calendar as soon as they log in. You can add various types of fields to your CRM views and determine if those fields are required or not. You have complete control of how the data is laid out so your team can focus on completing information that is critical to your business.
Customizable Dashboards Track Potential Clients
With the click of a button, you can automatically receive emails telling you when a Lead was converted to an Opportunity, or if an Opportunity was converted to a Client. These real-time notifications give you immediate feedback on your sales status.
Set up graphic representations of valuable data that you select. View pending sales, status of prospects and volume of activities instantly.
Define User Roles
All of these features are managed through the comprehensive yet easy to navigate Admin section that also allows you to set up infinite numbers of Roles and Access Levels. Set up your CRM so that your data is protected with viewable, editable and deletion parameters for each Role.
Store All Vendors In One Location
Allows you to identify approved company vendors while keeping all contact information right at your fingertips.