SalesWizard CRM is robust cloud-based sales CRM software that combines sales, customer service, and automation into a single dashboard. It’s designed for small and medium-sized enterprises that want to close more transactions, automate operations, and provide excellent client experiences.
The CRM assists you in managing leads, creating sales opportunities, and automating client service. Services include electronic quoting, order processing, and contracting.
SalesWizard CRM Deal Features Overview:
Automatically import leads from WordPress, HTML, Facebook Ads, and Google Ads into your CRM.
Set up automations to save time, such as automatically sending emails or SMS when a lead arrives.
Send emails, offers, and reminders directly from the CRM, or integrate your corporate email using IMAP/SMTP.
Store product information, such as prices, stock, and images, and use it to generate quotations or orders directly from the CRM.
Integrate Autenti signatures to speed up transactions; clients can sign papers online instantaneously.
Visualise and manage the sales, service, and support workflows.
Track stages and deadlines with ease.
Assign tasks, make notes, and monitor completion. Filter by type and evaluate efficacy.
Send personalised SMS or use templates. SMS integration with automations allows for quick outreach.
Create and send personalised web quotes. Clients can accept offers using a digital signature.
Shortcodes can be used to fill up contracts, letters, and forms automatically.
Manage numerous processes (e.g., sales and support) for a single client to keep everything organised.
Use AI-powered bots to manage FAQS and provide support from your knowledge base.
Communicate with consumers via WhatsApp right from the CRM.
Convert offers into orders, accept payments, and track fulfilment.
Create personalised landing pages for products and services. Use them for quoting and lead conversion.
Organise client work into projects that include tasks, deadlines, tags, and categories.
Create simple, targeted campaigns based on contact status, tags, or funnel stage.
Use Google Calendar to schedule team events, meetings, and client appointments.
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