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Unify your marketing, sales, and service teams in one place
Sales Module
Manage your entire sales cycle, from planning to closing deals, in one central location.
- Sales Planner: Plan schedules, get insights into client visits and meetings, and monitor sales rep activities.
- Pipeline Visibility: See your organisation’s wide performance at a glance. Identify loopholes early enough and fix them.
- Sales Automation: Create your own customised sales process workflow or use a default one. Assign different workflows or specific ones across teams or products.
- Invoice: Close more deals and create invoices (one-off and recurring) for clients within the assigned credit limit and easily share with them.
- Subscription: Manage client subscriptions seamlessly. Automate reminders and invoices for renewals.
- Sales Workflow Order: Easily manage transitions involved in the financial execution of sales via sales order workflow automation.
- Quotation: Close deals faster with all-in-one sales tools. Create quotes, collect signatures, and get paid – all in one place.
- Deals: Manage deals & prospects seamlessly. Add deals, assign tasks, track top leads – all in one place
ServiceDesk Module
Gain valuable insights into customer satisfaction, agent performance, resolution times, ticket volume, and more.
- Reports: Use data and analytics to measure and improve the entire customer experience
- Knowledge Base: Enable customers to find the information they need so your team can spend their time helping customers succeed
- Agent Management: NotchCRM’s Agent Management equips you with the tools to manage your support agents effectively, ensuring seamless ticket handling and improved customer satisfaction.
- Customer Feedback: Gain a deeper understanding of your customer’s needs and desires with powerful customer feedback software
- Omnichannel: Close deals on your clients’ preferred channels, and gain a complete understanding of their needs with a unified sales platform like NotchCRM
- Ticketing: Effortlessly track, prioritise, and resolve tickets with our powerful system
Client Center Module
Build stronger client relationships, optimize your sales funnel, and make data-driven decisions that minimize risk and maximize profitability.
- Lead Management: Convert valuable leads into loyal customers. Track lead interactions, qualify leads effectively.
- Contact Management: Store and manage all contact information in one place.
- Company Management: Gain a comprehensive understanding of your clients.
- Credit Management: Manage credit limits, track payments, and gain a clear view of your credit processes
Target Module
Motivate your sales team by setting clear goals, tracking performance in real-time, and automating commission based on achievement.
- Target Settings: Create a roadmap to sales success. Improve sales focus, motivation, forecasting, and transparency within your sales team.
- Commission Management: Automate commission calculations for accuracy, transparency, and to save time.
Teams Module
Assign roles, automate tasks, leverage integrations, and manage teams on the go with our mobile app. Secure document storage centralizes collaboration.
- Salesperson: Equip sales leaders with the tools to build, manage, and motivate high-performing teams.
- Team Collaboration: Foster a collaborative environment where your sales team thrives.
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