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