Overview

Not every business is the same, that's why the core functionality of SaleFlow contains the core features, contacts and companies management, with the ability to extend the functionality as the business requires with the use of plugins.

To make the life of people much easier, AI has been included in the CRM making sure smooth operations and saving time.

Intuitive user interface and modern design to simplify the use of the CRM.

The following are all the features of SaleFlow CRM:

* Installation:
Friendly interface to install the system easily.

* Instant Support:
In the installation (last step) process you can allow sending the logs and thus any issue you face will be solved without the need to contact us.

* Dashboard:
Analysis overview of the current system performance.

* Contacts:
You can add your customers data and manage them.

* Companies:
You can add your customers (organizations) data and manage them.

* Multi Entities:
In contacts and companies you can create multiple emails, phones, addresses, websites, notes and pipelines.

* Quick Adding:
In the top right there is a “+” icon in which you can use it to quickly add data like new contacts.

* Groups:
Organize your contacts and companies using groups.

* Pipelines:
Workflow for your business needs like “Sales Leads”, “Projects” and “Orders”.

* AI:
There is a search input in the top left, you can use it to search for anything related to contacts and companies.

* Reports:
There are reports for both contacts and companies.

* Acivity Log:
Monitor the activities and actions being made.

* Plugins:
Extend the CRM functionalities by using plugins.

* Access:
With the users and roles you can control who can access the CRM and what they allowed to do.

* Code Quality:
With the vision of future development, the code has been written in high standards.

Do you need any help or support? visit our support page.