CRM with Billing Automation

How can sales automation focus on selling in less time?

CRM stands for "customer relationship management" and it is software that manages customer information and activities like names, addresses, and phone numbers, phone calls, email, and more. A CRM system helps organizations build customer relationships and streamline processes so they can increase sales and improve customer satisfaction.

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End-to-end sales process

Record, allocate, manage and close your leads at one place and eliminate the use of excel sheets.

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Identify hot leads

Identify which prospects are most interested, using lead scores, and prioritize follow-ups with data-backed insights.

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Spot underperforming reps

Track all the activities done by salesperson – like number of calls made, follow up strategy of reps. to evaluate performance of an individual sales person.

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Identify best services & products

Track all the service and their cost and helps in identifying profitable service or products for your business

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Dashboards and reports

50+ reports to measure deep insights of every aspect of your sales, marketing and revenue process which eventually increases profitability.

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Unlimited custom Fields

This CRM is suitable for any kind of industry or business. It comes with inbuilt custom field option to create and manage field as per the different industry standards.

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Data Privacy

Privacy is very import so data sharing is not possible because our software will get hosted on your secure server

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Dedicated account manager

No matter how big or how small accounts size, Custom implementation and support is available for each account.

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Plug and play integrations

Out of the box connectors to integrate with other modules like HRMS & Inventory Management System

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Automatic invoice & Recurring Billing

The fastest way for your business to bill customers with subscriptions or invoices in sync with their services at regular intervals.

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Payment Reminders

Payment reminders and overdue notices for failed payments Well Integrated with almost major payment gateways

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PDF Invoices

Create and send professional looking PDF invoices and receipts to customers in just a few clicks.

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Taxes/VAT

This software supports and facilitates Sales Tax and EU VAT generation, multiple levels of taxation and inclusive taxing.

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Coupons & Promotions

Easy generation of promo codes with criteria, fixed or percentage based discounts which can be shared via instant download or email.

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Billing Cycles

Automate recurring payments to make them convenient and flexible for customers, to ensure payments are on time and the business is sustainable and profitable.

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Email and SMS Notifications

Automated email and SMS confirmations for the invoice and payment actions, reminders, confirmations or alerts if any.

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Offline Check/Bank Transfer

Supports and accepts offline payments as well such as cheque, cash paid at counter mode.

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Telecalling

Bizavtar is ultimate SIM-based call monitoring solution that tracks inbound and outbound calling activity. Get real-time reports of calling activities.