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

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