Netfunda CRM
Turn prospects into progress by running your day inside Netfunda CRM. Start by unifying every intake point: connect site forms, chat, checkout pages, and ad leads so new contacts land with the right owner, segment, and territory automatically. Import spreadsheets, map custom fields, and enable deduping to keep records clean. Plug in your email and calendar (Gmail, Outlook, or IBM Notes), link your dedicated sales line, and enable call logging so all conversations live on the timeline. Build a scoring model that reacts to behavior—page views, replies, demo requests—and route hot leads to the right rep with clear SLAs. Create saved views and dashboards that surface today’s priorities without manual hunting.
A seller’s morning starts with a pipeline snapshot: deals due this week, slipped opportunities, and follow-ups generated by predictive insights. The AI Assistant flags risks and drafts tailored outreach you can send or tweak in seconds—subject lines, call scripts, and objection handlers included. One click dials the prospect, records the outcome, and schedules the next step. When pricing comes up, pull items from the product catalog, assemble multiple quote versions, and get approvals with built-in rules. Convert accepted quotes to orders, trigger fulfillment tasks, and sync status back to the deal. Notes, emails, files, and call recordings auto-attach, so handoffs across sales, finance, and delivery stay tight. more
Netfunda Crm
Custom
Capture leads from your website
Workflow automation
Track sales cycle
Dormant not dead
Sales Analytics
Email, calendar and file management
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