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.

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.

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.

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.

Make your call handling easy with Wortal Calling App. Telecallers CRM, instant follow-ups, and easy note-taking. New leads are added automatically, and each call comes with a quick summary to keep everything organized and efficient.

Stay updated with automatic WhatsApp alerts for every new lead and task. Each new lead receives a quick, personalized message from you to start the conversation. You can also run marketing campaigns straight from the app, making it easy to share updates and offers. It’s a simple way to stay organized, connect with people instantly, and grow your business.

Get detailed reports on every lead, tracking their status, employee handling them, and performance over specific periods. Easily analyze leads by their source, helping you understand where they’re coming from and improve your approach.