CRM Sales Management Module

Boost your revenue with optimized sales pipelines and automate processes

Sales management is at the heart of any business’s growth, and hosted-crm.com’s Sales Management module helps streamline the process.

Track leads, manage opportunities, and convert them into sales efficiently. From generating quotes to closing deals, the Sales Management module helps teams perform at their best.

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Lead and Opportunity Tracking

Hosted-crm.com allows businesses to track leads throughout the sales pipeline, from initial contact to deal closure.

The visual Kanban board makes it easy to move leads through each stage. Leads can be assigned to sales agents based on region, expertise, or industry, ensuring that every opportunity is handled with care.

Businesses can customize lead stages to fit their unique sales process, providing flexibility and organization.

Proposal and Quote Creation

Sales teams can generate professional quotes directly within the CRM. Once a quote is accepted, it’s converted into an invoice, streamlining the entire process.

The proposal editor offers full customization, including multimedia support, multiple pricing structures, and dynamic fields.

Quotes are linked to opportunities, making it easier to track progress and follow up.

 

Invoicing and Billing

With automated invoice generation, businesses can manage billing processes efficiently.

Hosted-crm.com supports recurring invoices, ensuring clients are billed regularly without manual input.

Invoices are customizable, multi-currentcy supported, allowing businesses to adjust tax rates, discounts, and payment terms based on client agreements and location.

Sales Performance Reporting

Hosted-crm.com offers reporting tools to analyze sales performance, giving insights into win rates, revenue forecasts, and team performance.

These reports help sales teams improve strategies and achieve targets faster. Performance dashboards provide a real-time view of key sales metrics, helping managers identify top performers and areas for improvement.