Salesy SaaS – Business Sales CRM

Description

Overview Sales are indeed the thriving need of any organization Salesly SaaS is a business sales CRM tool here to make your complex sales activity a lot easier Never again miss a meeting or miss a quote or miss a client to poor management With Salesly SaaS put your best foot forward and ace your sales card Demo Url Demo Link Login as Super Admin superadmin example com 1234 Login as Company company example com 1234 Login as User IsidroTJohnson armyspy com 123456 What to expect from Salesy SaaS Business Sales CRM The ease and feasibility bought in by an efficient dashboard layout cannot be undermined You can manage multiple users by assigning roles and permissions to them List and grid views to suit users of different needs Easy management of different accounts of a firm Manage numerous leads and opportunities through the Kanban board allowing for easy changes Easy management of quotes sales orders and invoices of different orders Management of documents and campaigns relating to different aspects of sales The owner can create duplicate quotes invoices sales order Available in multiple languages It thereby facilitates global usability Make Optional Assign User In All Module Invoice Module with QR Code Form Builder Module Added GDPR Cookie to make the next visit easier and more useful reCaptcha in Login Reset Password Page Email Templates Contract Module for Digital Signature Image Uploaded Preview Integration of Cloud Data Storage like Local AWS and Wasabi Google Calendar for Tasks Calls Meetings Conversion of Quotes to Sales Orders Customized settings options for RTL on off Primary Color Sidebar Layout Themes Color Setting Transparent Layout and Dark Layout under Theme Customizer Email Verification Security in the User Registration Company can send plan request Admin can accept or reject plan request Manually Payment Gateway Twilio Integration Added Landing Page On Off Settings A user-friendly RTL experience for customers using Arabic Hebrew and Urdu-like languages Auto-generated and custom make reports for different sales activities Any of the plans payments can be done using 20 diverse payment gateways namely Stripe PayPal Paystack Flutterwave Razorpay Paytm Mollie Skrill Mercado Pago CoinGate Paymentwall Built with Laravel 9 Salient Features of Salesy SaaS Business Sales CRM Create Plans and Make Payment a special SaaS Feature With a super admin login create plans that are most feasible for your business model Select appropriate pricing and duration for the created plan Make payments using various payment gateways The plan would be disabled if not renewed after its expiry Comprehensive Dashboard Think of sales and what all comes to your mind Sales Leads Invoices Products Opportunities and AccountS Well get an overview total of each of these on a dashboard of Salesy SaaS Further get a trend chart of Invoices Quotes and Sales Orders for a certain specified period You can also find the individual overview of each of these elements broken down in percentages with their respective status Get important information through monthly weekly and daily calendar charts Additionally know the top due tasks meeting schedule and monthly calls on this dashboard All in all find all the important sales details under one head Manage Role Permissions With Salesly SaaS you can create new roles and assign permissions to them accordingly This is a multi-user system You can add as many users as you wish by adding their requisite details Assign the roles to these users and manage their status Additionally you can add stream comments and attach files with these comments Lastly you can view edit and delete the tasks assigned to these users Assign task stage priority and start and due date to these tasks Chat Module Direct Communication is an important aspect of any business The easy-to-access and use Chat Module provided in Rota Solution helps you to be in direct and constant touch with the parties Added task Gantt chart A chart is always one of the strong representations of data we have Here Gantt Chart shows the status of the tasks on a quarter-day half-day daily weekly and monthly basis Parental Settings Assign Contacts Manage contacts easily by storing all the essential details under one tab Assign a user to an account at this point Lead Management Lead management is inarguably a crucial part of sales activity Well you can either opt for a Kanban or list view whatever seems apt to you Further through easy drag and drop change the status of leads Edit existing leads add stream comments to them and assign tasks to leads Manage Opportunities Again available in kanban view you can focus on important prospects through this feature Assign user probability stages lead source and amount to these opportunities and make informed decisions Client Accounts As a sales-centric software Salesy SaaS indeed has advanced features for accounts management View overall details of clients and also the user assigned to them Add new accounts to the database by feeding in all the requisite information Edit existing account information if required and add stream comments View Edit and Delete Contacts Opportunities Cases Documents and Tasks assigned to these accounts in easy go In short manage all the aspects of any single account from here Manage product list Indeed the important component that facilitates sales it s important that your product list has all the essential details required Manage the availability status and pricing of products from here Email Templates The email templates feature enables the user to choose from pre-defined and individualized email layouts rather than creating an entirely new email each time Additionally this provides readiness uniformity of drafts accessibility and reduced effort required to draft the same email repeatedly These templates can be created according to various needs Integration of Cloud Data Storage like Local AWS and Wasabi Integration of Cloud Data Storage like Local AWS and Wasabi Protection of your is indeed mandatory This feature of Cloud Data Storage helps the user with the same It facilitates both the internal and external data storage space for backup and archiving disaster recovery cloud data processing and storage tiering based on a range of requirements of costs availability performance recovery and migration AWS and Wasabi are third-party authenticated Cloud Data Storage providers that safeguard the data from hacking and are cost-efficient Twilio Integration The Twilio Integration for receiving the text messages of the jobs performed is a very handy and convenient feature You can get an instant text message of the activities on the registered mobile number even when your phone is not connected to the internet which is one of the most important benefits of Twilio Integration Quotes Sales Orders and Invoices Send a quote receive an order and send an invoice with the help of a QR Code Well this pretty much is the cycle of every organization out there Manage each aspect of this cycle individually through Salesy SaaS Know the Status Amount Assigned User Created Date and other vital information in the list itself You can also opt for a grid view whatever may suit your convenience A few special features under this include- Printing of sales orders and invoice Add new items to existing sales orders and invoices Get an overview of each quote sales order and invoice Added Convert Quotes to Sales Order Initially generated sales quotes can be altered and updated as per the modification of the sales order on the particular sales quote Manage Queries Cases After all there is no point in sales if we cannot resolve the queries Manage the queries by raising cases and assigning status priority and users to them Added Form Builder Module Collecting details of any of the information from a huge platform is essential The manual form builder helps you to create and share the form with multiple fields with text number date email and description Manage Everyday Activities It s difficult to keep a tab on to-do lists if they aren t backed with timely reminders Well manage your calls meetings and tasks by adding them to the calendar which in turn would be displayed on the dashboard Invoice Payment This feature of invoice payment is very convenient in cases where the monetary transactions are in part payments and in time gaps It helps the whole flow of transactions to be presented smoothly Tasks Management Assign tasks to either of the cases opportunities contact leads or account Further assign task stage user timeline and attachments to it for detailed information Tasks make for easy achievement of the desired goal Call Management Schedule your calls and manage them effectively by planning them well in advance Reports Get auto-generated reports for a sales order invoice quote and leads analysis You can customize these reports for any given period by filtering various parameters Added GDPR Cookie to make the next visit easier and more useful The GDPR Cookie is an authenticated one that helps the users to save their personal information in the browser for future online service logins only with their permission Because the initial log-in process will be skipped and the user will be taken directly to the landing page this will save time Webhook Seamlessly connect and enhance modules with a simple setup streamlining data exchange and boosting platform capabilities AI Integration AI Integration is an advanced software program that employs artificial intelligence to perform tasks enhancing productivity System Settings From brand logo to permissions and default settings control every aspect of this tool from here Salesly SaaS is available in multiple languages for global usage feasibility Changelog Here you can see what updates came out and did we bring new to the version Check Changelog Support Please send support request here for any issues questions or suggestions To save time and get quick feedback please don t ask for support in the comments section