The New CRM Module
With the introduction of the new CRM module, MangoApps now offers the just-right, more thoughtful way to keep track of the opportunities, tasks, notes and conversations which are the lifeline of your business.
MangoApps CRM Module offers the following functionality:
- Track new opportunities
- Upload files to opportunities
- Forward emails to opportunities keeping important customer emails together
- Add notes and comments
- Always get a consolidated view per stage of your sales pipeline
- Manage a list of accounts / companies in your pipeline
- Add custom data fields to capture opportunity data of any kind
- Add custom stages to manage your sales pipeline as per your business needs
- Add custom categories to organize your opportunities by customer size, region and business type.
- Add custom lead sources to align with your business lead generation techniques
- Integrated with online meeting tools like GoToMeeting and Join.Me (Huddle)
- Create projects and add tasks
