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.
Organisation
You can store an organization’s contact details, including name, phone number, email, and address. Additionally, you can save the contact information of multiple representatives who will handle communications on the organization’s behalf.
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Individual
With contacts divided into two types—Organization*and Individual—we’ve made management even simpler by organizing contacts into different groups. Each type includes default groups, and you can also create custom groups to suit your specific needs.
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You can add contacts in two ways: 1. Manually: Click on "Create New," fill in the required fields, and save the details. 2. Automatically: When converting a lead to an opportunity or creating an opportunity directly, the details will automatically be saved as a client contact.
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Store all KYC documents and other relevant files—such as resumes, specific requirements, images, and more—directly within each contact's folder by attaching them to the contact details. This keeps all documents related to a contact organized in one place.
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You can create custom input fields in the contact creation forms to capture additional information as per specific requirements. These fields can be in any format, allowing you to tailor the contact details to suit your unique needs and ensure all relevant data is captured efficiently.
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Everything you need to know about the Wortal CRM.
Made With ❤️ In India, For The World.
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