This is what a client card looks like in OkoCRM with correspondence in messengers - so that nothing gets lost
Information about transactions
The CRM contains all information about the company's sales, even if they were made through different channels, for example, on the website or in the office.
If the sale is long-term and takes several days or even months, then in the CRM you can croatia phone number list record all agreements with clients about such a transaction:
order composition;
its terms;
other important details.
It is convenient that all changes in the order and new customer requests can also be entered into the CRM. This way the manager will not forget about important details.
This is what a deal card looks like in OkoCRM. It automatically collects all the manager's work, including call recording, documents, tasks and other data
Sales Management
The most common sales management tool in CRM is a sales funnel. It shows how many customers contacted the company and how many of them moved on to the next stages - calculating a commercial offer and making a purchase.
There may be more levels in the sales funnel: some companies, for example, single out a meeting with a client or a repeat sale as a separate stage.
In CRM, you can clearly visualize the sales funnel for the entire company, broken down by employees or by areas of work. By default, it is assumed that managers will mark the statuses of transactions by clients manually. But in some cases, you can connect integration with external systems and set up an auto funnel.