Customer Management (CRM)
Visual Kanban deal pipeline, buyer mapping, quotation linking, and smart duplicate account protection.
Track prospective buyers discovered across Lead Finder and LinkedIn through a visual Kanban pipeline; issue multi-currency proforma invoices and close export sales effortlessly.
- Visual Deal Pipeline — Drag-and-drop Kanban view to manage initial contacts, samples, and closed orders.
- Smart De-duplication — Consolidates duplicate records and groups multiple decision-makers under one company card.
- One-Click Proforma — Generate multi-lingual, multi-currency compliant Proforma Invoices with catalog items.
- Automated Reminders — Trigger smart follow-up notifications for active quotes so no export deal falls through.