Asalta CRM Modules

Asalta Customer Relationship Management System gives you a view of your complete sales cycle and pipeline, spot opportunities, increase efficiency, and reduce costs with the right answers. We designed Asalta CRM as a simple to use yet powerful CRM system for small business.

Lead Management

Leads are an important part of any sales process and Asalta CRM will help you streamline your lead management process.

Prospect Management

You can create prospect to a contact or lead by define the value of the business, manage pipelines, and Track sales stage of prospect, maintain prospect owner and can maintain sales pipeline.

Product Management

Create multiple product sizes, colors or any variations you need. You can also bundle products together to form of packages like gift baskets.

Contact Management

Asalta CRM is a great tool to help businesses deal with the vital task of managing your contacts, organizations and vendors.

Invoicing System

Create invoices from orders with just one click Asalta CRM. Track of payment received for invoices can be made easier.

User Module

Admin can create users and can assign role for users.

SMS Marketing

SMS Marketing is a key to customer engagement in today’s marketplace which is used to complement the more widely used email marketing. Despite the growth of social media marketing, we feel that text marketing (or SMS marketing) is often left out of the party by small businesses.

Task And Event Management

You’ll never be more organized with Asalta CRM Tasks and Events! Set up individual or recurring tasks to track things like ‘to dos’, log meeting notes or phone calls.

Loyalty Management

Customers say that their choice of retailer is influenced by where they can earn loyalty rewards.Know how much your customers have spent and what they’ve purchased.

Quotation Management

Quote on the go! Send quick quotes with the prepared templates from anywhere anytime. You need not be in front of your computer to do that anymore.

Reminder

Reminder displays and manages lists of reminders and makes sure you remember all of your important dates via easy-to-use lists, alerts right in your dashboard without the need for a separate calendar program.

Project Management

When you are managing complex projects, you can use our easy dashboards and reports to keep tabs on the project progress.

To Do Task

A To do task is a specific piece of work required to be done within a given time frame. They are listed in Home page of the user tasks can be assigned by admin to a user or they can be created by user for their own work required to be done in a time frame.

Email Marketing

Use customer email addresses with services like Mailchimp stay in touch with your customers or run promotions.

Report

Asalta CRM offers a variety of options to make sure you are well informed. Asalta CRM reporting functionality includes reports that are centered on sales opportunities and one around completed activities.

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