CRM

Capitalize on new sales opportunities and help improve operational efficiency by changing your organization from case-centric to customer-centric hence centralizing customers’ information, including activities, notes and sales history all in a single repository. With Plineo, obtain analytical reports and data for your own or team transactions and expand your business development horizons.

FOLLOW UP ON YOUR LEADS

Manage customer relationships and organize your sales team in one place.

• Manage the complete customer journey
  Leads can be organized and imported into campaigns.
• Insightful Forecasting
  Makes sales forecasting easy, predictable, and accurate.
  Check Agents’ or Teams’ preset budget, percentage of achievement, and pipeline numbers
  in active graphs, so you always know where you stand.

CONVERT LEADS TO GUARANTEED BUSINESS

• Create Quotes to be sent to the customer
• Keep track of your previous offerings with the recorded customers’ price lists
• Invoice your customer, and easily post the invoice to the accounting department
  Generate production reports, proforma, shipping lists