CRM

Track Leads, Close Opportunities and Get Accurate Forecasts

Challenges

Each salesperson manages their own leads in excel

Hard to find leads & customer history with duplicate contacts

Lack of communications,  technology integration & organisation-wide use

Solutions

Centrally manage leads and customers providing a 360-degree view of all customer activities and records, and management has real-time insight into the performance

Track customer engagement and lifecycle from lead to opportunity, sales order, fulfillment, renewal, upsell, cross-sell and support

Integrate sales, marketing, and customer service with financials to generate more leads, close more sales, and improve customer loyalty

Increase your ROI

 

Improve Accuracy & Accountability
Streamline Communication

Reduce Administration Processes
CRM

Real-time 360-degree of customers insights

Moxogo CRM provides a seamless flow of information across the entire customer lifecycle—from lead all the way through opportunity, sales order, fulfilment, renewal, upsell, cross-sell and support.


Key Features

  • Import Leads and Contacts

  • Track Lead to Customer Conversion

  • Birthday Notification

  • Send Whatsapp

  • CRM and Meeting Checklist

  • Full Contact History - Opportunities, Meetings, Forms, Sales Order, Purchase Order, Invoices, Bills, Customer  Statements, Vendor Statements, Incoming Emails, Outgoing Emails, Incoming Orders, Delivery Orders and many more...

CRM Dashboard

Design custom dashboards to get a picture of your business at a glance. Dig deeper with real-time reports and flow charts that anyone can create and share.

My Opportunity

Display count of own opportunities

Total Leads

Display count of total leads

Total Opportunity

Display count of total opportunities

Total Revenue

Display sum of total revenue

New Opportunities

Display count of new opportunities

Won Opportunities

Display count of won opportunities

Proposition Opportunities

Display count of proposition opportunities

Qualified Opportunities

Display count of qualified opportunities


Various Kinds of Charts

Opportunity by Salesperson (Bar Chart)

Opportunity by Sales Team (Bar Chart)

Revenue by Salesperson (Pie Chart)

Top 5 Probability Opportunity by Customer (Horizontal Bar Chart)

Opportunity Win Lose Ratio (KPI)

And Many More…

Lead Management

Ability to manage new opportunities and strategise your sales approach more effectively

Leads Nurturing

Create campaigns to automatically send emails tailored to the lead segment and activities of the lead.

Lead Scoring

Score your leads based on explicit and implicit criteria (on pages viewed, localisation, time). Decide which total score deserves to be converted into an opportunity.

Deduplication

Get proposition of leads to merge when converting a lead into an opportunity. Create contacts automatically based on leads.

Assignation Rules

Define your own rules to assign leads to the right sales team or sales person based on quotas and segments.

Import Leads

Easily import prospects files with column matching tool.

URL Trackers

Track the source of the leads using UTM trackers in all your marketing campaigns.

Opportunities Management

Interaction and being connected at the very top of the business process is the utmost joy of doing business

Activities and calls management

Organize sequence of activities per opportunity. Schedule activities. Log every activity immediately in the opportunity's chatter with predefined actions. Track, log and analyse the activities of your team.

Customize stages

Customize your pipeline by adding description on stages.

Schedule Meetings

Schedule meetings from the opportunity of customer. Sync with mobile phones and Google calendar.

Plan Next Actions

Plan next actions and schedule your daily work based on most important opportunities and tasks.

Pipeline management

Get a clear overview of the opportunity pipeline. Work faster with the drag & drop interface. Set up specific stages for each sales team. Possibility to create sub-stages to better organize the processes. Automatic archiving of lost opportunities. Manual archiving of other opportunities. Lost is no longer a stage but a separate field, enabling more powerful analysis of pipeline - e.g. Lost ratio per stage.

360° Visibility

Get all information right into the opportunity: pages visited on your website, mails, meetings, next actions, preceeding orders, etc.

Log Calls

Log calls or trigger VoIP calls in just a few clicks. Odoo proposes to automatically reschedule the next action after the call.

Lost reasons

Analyze lost reasons on your opportunities to improve your sales effectiveness.

Customer Management

Build your customer database and grow repeat business.

Address Book

Get a clear address book shared amongst your sales persons.

Customer Preferences

Set customer preferences easily: language, delivery methods, financial data, etc.

Multi-Address

Have multiple addresses and contacts for a single company.

Full History

Get the full history of activities attached to any customer: opportunities, orders, invoices, total due, etc.


Emails Templates

Create template of emails for most common communications with your customers or opportunities.

Email Gateways

Get all your email communications automatically attached to the right opportunity. Create new leads automatically based on incoming emails.

Custom Alerts

Follow key opportunities in just a click and get alerts based on relevant activities.


Reporting & Business Analysis

Dynamic review and analysis of lead actions, marketing channels, and sales performance.

Dashboard

Use predefined dashboards or build your own with the advanced reporting engine. Share filters with the team.

Opportunities Analysis

Analyse your opportunities pipeline with advanced filters, grouping, drill down, etc.

Activities Analysis

Keep track of pipeline activitives.

Leads Analysis

Get statistics about your sources of leads to evaluate the ROI of your marketing campaigns.

Business Analysis

Lead Analysis

Pipeline Analysis

Activities Analysis

Opportunity Lifecycle


Manage

Fully Integrated

All-in-one unified business application systemise and analyse your business

Solution

Solutions Tailored to Your Industry

See how Moxogo Industry Editions suit your unique needs and processes

Business

Every Businesses - CRM, Sales, Forms, Documents & Whatsapp

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Distribution

CRM, Sales, Purchase, Inventory, Forms, Documents & Whatsapp

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Retail

CRM, Sales, Purchase, Inventory, POS,  Forms, Documents & Whatsapp

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Project

CRM, Sales, Project, Tasks, Forms, Documents & Whatsapp

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Job Costing

CRM, Sales, Job Orders,  Forms, Documents & Whatsapp

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Construction

CRM, Sales, Purchase, Inventory, Construction,  Forms, Documents & Whatsapp

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Healthcare

CRM, Sales, Healthcare,  Forms, Documents & Whatsapp

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Social Service

CRM, Case Management,  Forms, Documents & Whatsapp

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See How Our Customers are Succeeding with MoxogoERP

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