Effortlessly capture, organize, and nurture leads with our advanced lead management solution
Automated capturing of leads from various sources like websites, social media, emails, and landing pages.
Assign scores to leads based on actions or interactions, prioritizing high-quality leads.
Ensures that leads are distributed equally among sales team members, following rules (e.g., Round-Robin assignment, sales representative availability)
Customize funnel stages based on their unique sales processes (e.g., New, Qualified, Site Visit done, negotiation etc.)
Customize quotation templates and Automatically calculate prices based on predefined formulas, discounts, and conditions, ensuring accurate quotations.
Once a prospect is converted to a customer, all relevant data, including contact details, interaction history, and necessary information, is automatically transferred to the Post-Sales CRM.
Communicate with leads instantly via WhatsApp directly from the CRM. Send automated text messages, images, and documents without leaving the application.
Make calls directly from the CRM with a single click, eliminating the need to switch between applications.
Fully customizable lead dashboard that puts everything you need at your fingertips
Our advanced Pre Sales CRM offers a fully customizable lead dashboard that brings all your sales data, tasks, and real-time insights onto one easy-to-navigate screen.
Organize leads, prioritize follow-ups, and monitor key metrics - all from a single, easy-to-use interface.
Our Pre Sales CRM is built for businesses of all sizes looking to optimize their sales process through better lead management, smarter follow-ups, and in-depth performance insights. With easy integration into your existing tools and a user-friendly interface, your team will be up and running in no time, closing deals faster and more efficiently.
Enhance Lead Engagement with Automated IVR Calls
IVR system is integrated directly into our CRM, automatically logging all call data and responses for easy follow-up, which enhances lead management by making it faster and smarter.
Every call is automatically recorded and stored within the CRM, allowing sales teams to review conversations for improved understanding of customer inquiries.
All IVR interactions are logged in the CRM, capturing call durations, outcomes, and follow-up actions for a complete communication history.
Generate detailed reports on call volume, response rates, average call handling time, lead conversion, and more in real-time.
Track inbound IVR calls to measure engagement and analyze call data including call duration, response rates and conversion metrics.
Comprehensive Lead Reporting for Data-Driven Sales Decisions
Our customizable lead reporting tools help you understand every stage of the sales journey, empowering you to make informed, data-driven decisions that drive better results.
Lead Funnel Report: Optimize Lead Flow and Boost Conversions
By analyzing how leads progress from initial contact to conversion, the funnel report helps you identify strengths, weaknesses, and areas for improvement in your sales approach.
Breaks down the cost incurred for each lead acquired, showing the return on investment (ROI) for marketing spend.
Summarizes the total number of leads at each stage of the funnel (e.g., new, qualified, negotiation, converted).
Shows lead conversion rates, follow-up efficiency, and overall contribution to sales for each executive.
Categorizes leads based on specific projects and analyzes which projects have the highest lead conversion rates.
Tracks the performance of leads from various sources (e.g., website, social media, referrals) and identify which sources generate the highest quality leads.
Assess the effectiveness of each lead source in terms of overall performance, engagement, and conversion.
Manage Leads Seamlessly with Realx Mobile Pre Sales CRM on Android and iOS – Capture and Convert Leads Anywhere Anytime
Streamline your lead management process with Realx ERP's mobile Pre-Sales CRM, designed for both Android and iOS devices. Whether you're in the office or on the move, Realx provides seamless lead management tools that work across all mobile platforms. Empower your team to engage leads, track progress, and close deals faster with an intuitive mobile experience that adapts to your workflow.
Monitor and manage your leads from initial contact to follow-up, track and update lead status right from your mobile device.
Customize push notifications on Android and iOS to receive alerts for new leads, follow-up deadlines, and conversion updates.
Contact leads directly through phone, email, or messaging apps with a single tap.
Schedule follow-ups and reminders on Android or iOS to automatically keep leads warm and ensure consistent communication across any device.
Track and update lead status in real time. Every change reflects instantly across your team's devices without delay.
Access real-time analytics, interactive charts and detailed insights into lead generation, conversion rates, and sales team performance.
Stay Ahead with Realx Pre-Sales CRM on Android & iOS – Anytime, Anywhere
Stay connected to your prospects, gain deep insights, and respond instantly—whether you're in the field, traveling, or at your desk. Available on both platforms, Realx Pre-Sales CRM ensures a seamless, consistent experience, helping you close deals faster while on the go.