Maximize Lead & Opportunity With Sales Management Software
When it comes to online sales management software, Wortal CRM is the ideal solution. It simplifies the entire sales management process by effortlessly gathering, developing, and monitoring every interaction with potential customers. Streamline your sales process for faster results with sales crm software!
Sales Management
Wortal Crm Sales Management Software Efficiently Handles the Acquisition, Allocation, Monitoring, and Pursuit of Leads in A Specialized Manner, Making It an Excellent Choice for Those Seeking an Online Sales Management Software Solution.
Lead Management
Create or capture leads from integrated platforms and distribute among relevant employees manually or automatically as per your requirements just by a click with sales tracking software. Get notified on receiving new leads and set reminders to get notifications for follow ups. Nurture lead with personal attention by knowing your customer’s use case and expectations.
Opportunity Tracking
To close a deal, proper follow up and objections handling plays a vital role. Keep a detailed track of all the follow ups and customers in the pipeline from a single place with respective remarks and required details. Monitor all prospects stagewise and take appropriate actions accordingly with Wortal sales CRM software.
Sales Communication History
Get the Complete History of All the Communications from First Call to Last Follow Up, to Close a Deal. Create, Modify or Delete Communication as And when Needed Within Sales Management Software for Organized and Efficient Interactions. Access to Customer Information and Interaction History Will Let You Understand Customer Needs Better.
Centralised Contact Management
Maintain contacts of all the customers, leads, clients, vendors etc at one place under different contact groups with Wortal sales crm software . Get easy access to contact details as and when needed without surfing various locations. Uniform system of recording contact details leads to accuracy and eliminates duplicates. Centralization enhances data security, as you can implement access controls and permissions to protect sensitive contact information.
Quotation Automation
Get Quotations in Predefined Templates Automatically with Just One Click without Any Manual Entries with Online Sales Management Software. Fully Customisable and Editable Templates Meeting All Required Fields for Your Business. Maintain Consistency and Accuracy, with System Generated Quotation and Minimize the Errors that Could Arise out Of Manual Entries.
How does Wortal Sales Management Tool Works?
Wortal CRM is crafted to meet all requirements of sales department from creation of lead to follow-up to quotation to closing a deal.
Create/ Assign Lead With Wortal CRM sales management software you can easily create leads, capture leads from B2B platforms and assign it to respective users as per lead qualification. Leads can be assigned manually or automatically. You can set parameters and automatically lead will be assigned to users as soon as the lead is entered in the CRM system. You can monitor and change the status of leads by drag and drop feature in our sales tracking software.
Calls/ Follow ups Log calls and update status of leads accordingly with Wortal sales management software. Also add notes and reminders while logging calls for related tasks to get a proper summary of conversation with customers. Manage your sales pipeline smoothly and keep proper follow up of leads until they become paying customers.
Track prospects Wortal CRM gives you the feature to manage your prospects stagewise. Convert your leads into Opportunity, negotiate and close the deals with proper follow ups. With this sales tracking software define the stages of opportunity as per your convenience and requirements of the business.
Generate quotations Prepare and share quotations in pre-defined quotation templates. Once you create an opportunity and add items in it, generate quotation by a single click automatically without any manual entries. You can create quotations manually as well by pressing the create quotation button. Define your terms and conditions, remarks, discounts, personalized series, as per your requirements.
How does Wortal Sales Management Works?
Wortal CRM is crafted to meet all requirements of sales department from creation of lead to follow-up to quotation to closing a deal.
With Wortal CRM sales management software you can easily create leads, capture leads from B2B platforms and assign it to respective users as per lead qualification. Leads can be assigned manually or automatically. You can set parameters and automatically lead will be assigned to users as soon as the lead is entered in the CRM system. You can monitor and change the status of leads by drag and drop feature in our sales tracking software.
Log calls and update status of leads accordingly with Wortal sales management software. Also add notes and reminders while logging calls for related tasks to get a proper summary of conversation with customers. Manage your sales pipeline smoothly and keep proper follow up of leads until they become paying customers.
Wortal CRM gives you the feature to manage your prospects stagewise. Convert your leads into Opportunity, negotiate and close the deals with proper follow ups. With this sales tracking software define the stages of opportunity as per your convenience and requirements of the business.
Prepare and share quotations in pre-defined quotation templates. Once you create an opportunity and add items in it, generate quotation by a single click automatically without any manual entries. You can create quotations manually as well by pressing the create quotation button. Define your terms and conditions, remarks, discounts, personalized series, as per your requirements.
Why Choose Us?
Partner with Wortal CRM for industry-leading solutions, personalized support, and a collaborative approach to achieving your sales goals.
Simple User-Interface
Navigate effortlessly with precision-designed menus and options, minimizing effort and maximizing productivity with sales management software.
Easy to Set Up and Use
Get started quickly and effortlessly, with smooth access to all the tools you need to succeed.
Integration
Seamlessly connect with other software applications and services, automating data fetching and streamlining your workflow.
Manage Multiple Businesses
Access all your businesses from a single platform, simplifying management and enhancing efficiency.
Affordable Prices
Enjoy cost-effective solutions tailored to your needs, without compromising on quality or performance.
Interactive Dashboard & Reporting
Gain valuable insights at a glance with an interactive dashboard and graphical reporting features.
Frequently asked questions
Everything you need to know about the Sales Management Software
Wortal CRM stands as a comprehensive Sales Management Software, specializing in Customer Relationship Management. It equips businesses with an array of tools and features aimed at refining their sales processes. These include Lead Management, Contact Management, Sales Forecasting, Inventory Management, Employee Management, and Sales Reporting. By leveraging Wortal CRM Sales Management Software, businesses can optimize their sales activities, boost productivity, and fortify customer relationships.
Wortal emerges as a Lead Management Software designed to assist businesses in capturing, tracking, and effectively managing potential sales leads. Through Wortal CRM, businesses can access features such as Lead Capture, Tracking, Scoring, Nurturing, and more, all crafted to enhance lead management processes.
Absolutely, you can seamlessly capture leads from your website and seamlessly integrate them with Wortal CRM, ensuring that inquiries generated from your online platform are efficiently managed and nurtured with online sales management software.
We provide a range of Quotation Templates to suit your preferences. With just a few clicks, you can effortlessly create, customize, download, and share quotations as needed, streamlining the quotation generation process for optimal efficiency.
When navigating the Sales Management CRM Software, it’s vital to assess your individual business needs, budget constraints, scalability requirements, integration potential, and ease of use. Exploring multiple options, requesting demos, and gathering insights from fellow sales professionals or industry peers can also be advantageous. Wortal CRM emerges as a standout option for enhancing sales performance at a cost-effective rate.
The essential features of Sales Management Software can vary based on your unique business requirements and industry context. Wortal CRM boasts distinctive attributes such as Contact and Lead Management, Opportunity Tracking, Sales Forecasting, Sales Automation, seamless integration with communication tools, and robust Reporting and Analytics functionalities.
Sales Management Software, exemplified by Wortal CRM, presents a plethora of benefits for businesses. These include heightened sales efficiency, enhanced visibility into the sales pipeline, improved lead management, streamlined sales processes, data-driven decision-making capabilities, enhanced collaboration and communication, and superior customer relationship management, with sales CRM software.
All you need is to have Wortal CRM logged in. With its intuitive interface, you can effortlessly generate comprehensive sales reports as and when needed, spanning any desired timeframe.
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