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.
To log any communication click on the "Create New" button and choose the type of communication. Once the type is choosen fill up the required details and save the details.
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Once you capture a lead/opportunity, the next step is to reach out and make contact. With Wortal CRM, you can easily connect with the lead/opportunity via call, WhatsApp, or email. All communication details and notes can be logged directly into the CRM for future reference, giving you valuable insights.
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You can view all your communications on one panel in a list format and a quick view in one click. This makes it easy to see and manage calls/meetings, with different columns (or "heads") showing key information like subject, type, linked to, description and follow up dates.
All communications recorded since business creation are stored and available at any point of time to review and analyze. These records can be filtered as per specific requirements and searched as and when needed.
Scheduled a call or meeting!!! Do not worry! Wortal will remind you until you fulfill your objective. Create reminder for any lead, opportunity, task or communication and get notified of your upcoming commitments.
To convert any lead into sales, the lead needs to be nurtured and followed actively. With our CRM set follow up dates while logging call and meeting and get the list of follow ups for the day in communication pannel. No more missed follow ups with Wortal.
Everything you need to know about the Wortal CRM.
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