CRM
Client management, lead tracking, data analysis.
Brokersaathi CRM enhances sales by streamlining customer interactions, tracking leads, and boosting conversion rates through data-driven insights.
Users | Quarterly Plan | Half Yearly Plan | Yearly Plan |
---|---|---|---|
1-4 | |||
5-9 | |||
10-19 | |||
20+ |
Tasks
Keep tasks on track with ease. Our app simplifies task management, ensuring deadlines are met and progress is transparent. Focus on strategic goals while we handle the details.
Stay organized with a centralized view of tasks, deadlines, and priorities. Easily navigate through your daily agenda and plan effectively.
Get a personalized list of your tasks of the day, providing a clear vision. Effectively handle daily responsibilities with quick access to your scheduled tasks.
All tasks whether recorded by the user himself or assigned by supervisor are listed here for your hassle free workflow.
Collaborate effectively with clear task assignments and updates. View and manage your assigned tasks efficiently, ensuring nothing left unnoticed.
Seamlessly integrate new action items into your workflow for enhanced productivity.
Track leads from initial contact to deal closure, gain valuable insights and optimize conversations via synced portals [Facebook, whatsApp] effortlessly.
Quickly identify and solve blockage for a smoother sales journey.
Use advanced analytics tools to focus on leads most likely to convert, saving time and resources.
Capture leads directly from Facebook and chat on WhatsApp without leaving the app – all thanks to our connected and synced portals! Sync with your existing tools for a smooth workflow.
Effortlessly track your team's leads from start to finish. Our intuitive platform ensures every lead is managed effectively, helping you nurture prospects and convert opportunities into wins. Stay organized and proactive with real-time updates, so you never miss a chance to grow your business.
Track your team's leads from start to finish. Ensure every lead is managed effectively to nurture prospects and convert opportunities into wins.
Maintain a clear and accessible sales pipeline. From initial contact to conversion, our app helps you prioritize and close deals faster.
My Attendance keeps you informed about your work hours and status.
Stay informed and organized with your personal attendance records. Track your work hours and attendance status effortlessly, ensuring accuracy and accountability. Mark your attendance on the app itself and get personalized attendance summary !!!
The app offers visibility into your team's presence, fostering accountability. Monitor attendance trends, identify patterns, and foster a culture of punctuality and accountability across your team.
Stay updated with holidays and company-wide events. Plan ahead and manage schedules effectively with our comprehensive holiday calendar feature.
Plan & track your client interactions with ease. Simply mark your follow-up date, time, status, remarks and then focus on other prior tasks. The app will notify you at the exact time, reducing the risk of missing important follow-ups.
These Follow-up reminders improve sales effectiveness & overall customer relationship management, ensuring you to never miss a big Win.
Integrate any lead generating platform like Facebook, into the Brokersaathi app in just 2 minutes. Sync and get leads directly into the system hassle-free, enhancing your sales pipeline CRM.
This integration maximize efficiency, allowing you to focus on converting leads without manual data entry.
The app streamlines the process, ensuring accurate and efficient payment handling. Say goodbye to manual calculations and say hello ! to brokersaathi.
We notify you about every upcoming tasks, so you can focus on your next big wins without worrying about fear of missing out on any important tasks. The app maintains lists of upcoming events, that too categorized into ‘today’s follow ups, today’s site visits, week SV planned’.
Manage your own property inventory management which makes it easier for your team and network to sell of easily. Get info about any property anywhere and sell wherever you are.
Brokersaathi CRM enhances sales by streamlining customer interactions, tracking leads, and boosting conversion rates through data-driven insights.