Lead Management
Your CRM, Your Way: Customize SalesTown
to Your Unique Sales Process!
SalesTown CRM lets you customize everything! Add specific data fields for your leads, create workflows that match your unique process, and generate reports that give you the insights you crave. SalesTown CRM - it's your CRM, your way!
What is customization ?
Customization in software means adapting it to fit your specific needs and preferences. Imagine buying a pre-made sandwich, but you can choose the bread, fillings, and sauces you like. That’s customization! With customizable software, you can add or remove features, change the layout, and adjust settings to work the way you do. This way, the software works for you, not the other way around.
How Salestown CRM Helps
Custom Fields
- Create custom fields to capture unique information relevant to your business or industry.
- Organize and categorize data effectively by adding custom fields for specific customer details or preferences.
Workflows
- Design and automate workflows to match your business processes, ensuring consistency and efficiency in task management and customer interactions.
- Automate repetitive tasks and streamline operations with customized workflows, enhancing productivity and reducing manual effort.
Quotation Templates
- Customize quotation templates with your branding and details to create professional-looking quotation quickly and accurately.
- Automate quotation generation and streamline billing processes, improving cash flow management and customer satisfaction.
Forms
- Design custom forms to collect specific information from leads, customers, or employees.
- Integrate form submissions directly into your CRM database for streamlined data management and follow-up actions.
Integrations
- Integrate SalesTown CRM with other business applications and tools to streamline operations and enhance data synchronization.
- Extend CRM capabilities with integrations for marketing automation, accounting software, or customer support systems.
Templates
- Create and customize email templates, proposal templates, or campaign templates for consistent and professional communication.
- Save time on repetitive tasks by using pre-designed templates that can be quickly personalized and sent to customers or prospects
With SalesTown CRM
In SalesTown CRM, customization options empower businesses to adapt the CRM to their unique requirements, enhancing efficiency, productivity, and customer satisfaction through tailored solutions.