Facebook Twitter Google+ LinkedIn
SoulCRM

By Role

Deliver Value to Your Team at Every Level

SoulCRM offers amazing benefits to users working at various levels in the organization. The C-level management has a 360 degree view of activities happening in CRM and can analyse outcome of strategic decisions and investments. Senior level managers benefit from detailed and visual reports and automated workflow system, while executives can increase their productivity by creating quick tasks, reminders and follow-ups.

Owner

  • Complete Control over all modules\
  • Tracking & monitoring periodical work report of your workforce
  • Get notified for every single activity/update
  • Maintain approval workflow
  • Assign roles and access to users at any point of time
  • Customized Dashboard and reports for quick glance`

Accountant

  • Tight integration across all departments
  • Create and manage statutory Reports as per required format
  • All accounting transactions within same online interface

Sales Manager

  • Track sales representative’s work progress
  • Create and Assign tasks
  • Approve or reject quotation, sales orders and invoice
  • Generate and manage proposal templates
  • CRM access from anywhere at anytime
  • Set Reminders and manage appointments
  • Campaign management and statistics
  • Detailed Reports for Sales Forecast
  • Analyse subordinates email and other communication log
  • Custom dashboard with reports and quick touch points

Purchase Manager

  • Track Purchase order, receiptsand invoices
  • Create and Assign tasks
  • Approve or reject quotation, sales orders and invoice
  • Generate and manage proposal templates
  • CRM access from anywhere at anytime
  • Set Reminders and manage appointments
  • Detailed Reports for Purchase Forecast
  • Access to team’s email communication log
  • Custom dashboard with reports and quick touch points

Marketing Manager

  • Access to manage all suspects, leads and contacts
  • Track lead information by source, status and type
  • Set quick reminders, tasks and follow ups
  • Manage appointments with calendar integration
  • Create and manage email campaigns
  • SoulCRM access from anywhere at anytime
  • Lead and campaign performance analysis through reports

Support Manager

  • Define severity and priority of Support Requests
  • Assign and manage support requests
  • Support ticket notification through email
  • Formalize support engagement through contract
  • Access to approve support requests and resolutions
  • Manage knowledge base of probable solutions
  • Create and manage Visual reports of support ticket log and status

Sales Executive

  • Single interface to maintain log of sent and received emails
  • Easy to use utility tools to improve productivity
  • Create activity based templates and ema templates
  • Set Reminders for daily activity and follow ups
  • Create tasks and schedule appointments

Purchase Executive

  • Single interface to maintain log of sent and received emails
  • Easy to use utility tools to improve productivity
  • Create activity based templates and ema templates
  • Set Reminders for daily activity and follow ups
  • Create tasks and schedule appointments

Marketing Executive

  • Single interface to maintain log of sent and received emails
  • Easy to use utility tools to improve productivity
  • Create activity based templates and ema templates
  • Set Reminders for daily activity and follow ups
  • Create tasks and schedule appointments

Support Executive

  • Single interface to maintain log of sent and received emails
  • Easy to use utility tools to improve productivity
  • Create activity based templates and ema templates
  • Set Reminders for daily activity and follow ups
  • Create tasks and schedule appointments

Enjoy Role-Based Benefits Using SoulCRM

Setup your team for success today

Why wait? Start Now! Request a Free Trial

Boost Sales, Support & Satisfaction

Privacy Policy © 2017. All Rights Reserved

REACH US AT

hello@soulcrm.com

POWERED BY

303-309, City Center, Opposite Shukan Mall, Science City Road, Sola, Ahmedabad -380060 India