Drive Efficient Lead Management With Our Powerful And Intuitive Realx AI Powered Pre Sales CRM

Lead Management

Lead Capture
Lead Scoring
Lead Assignment
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Contact Management

Centralized Database
Contact Import/Export
Tool Integration
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Quotation Management

Custom Quote Templates
Discount and Tax Handling
PDF Print
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Effortlessly capture, organize, and nurture leads with our advanced lead management solution

Lead Capture

Automated capturing of leads from various sources like websites, social media, emails, and landing pages.

Lead Scoring

Assign scores to leads based on actions or interactions, prioritizing high-quality leads.

Automatic Lead Distribution & Assignment

Ensures that leads are distributed equally among sales team members, following rules (e.g., Round-Robin assignment, sales representative availability)

Customizable Funnel Stages

Customize funnel stages based on their unique sales processes (e.g., New, Qualified, Site Visit done, negotiation etc.)

Automated Quotation Generation

Customize quotation templates and Automatically calculate prices based on predefined formulas, discounts, and conditions, ensuring accurate quotations.

Automated Data Migration on Conversion

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.

WhatsApp Integration

Communicate with leads instantly via WhatsApp directly from the CRM. Send automated text messages, images, and documents without leaving the application.

Call Integration

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.

AI Powered Pre Sales CRM Software Lead Process

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.

IVR Call Recording

Every call is automatically recorded and stored within the CRM, allowing sales teams to review conversations for improved understanding of customer inquiries.

Seamless CRM Integration

All IVR interactions are logged in the CRM, capturing call durations, outcomes, and follow-up actions for a complete communication history.

Advanced Reporting

Generate detailed reports on call volume, response rates, average call handling time, lead conversion, and more in real-time.

Call Tracking and Analytics

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.

Cost per Lead Analysis Report

Breaks down the cost incurred for each lead acquired, showing the return on investment (ROI) for marketing spend.

Overall Progress Report

Summarizes the total number of leads at each stage of the funnel (e.g., new, qualified, negotiation, converted).

Executive Performance Metrics Report

Shows lead conversion rates, follow-up efficiency, and overall contribution to sales for each executive.

Conversion Success by Project Report

Categorizes leads based on specific projects and analyzes which projects have the highest lead conversion rates.

Source-Based Lead Report

Tracks the performance of leads from various sources (e.g., website, social media, referrals) and identify which sources generate the highest quality leads.

Lead Source Assessment Report

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.

Real-time Lead Tracking

Monitor and manage your leads from initial contact to follow-up, track and update lead status right from your mobile device.

Customizable Notifications & Reminders

Customize push notifications on Android and iOS to receive alerts for new leads, follow-up deadlines, and conversion updates.

Integrated Communication Tools

Contact leads directly through phone, email, or messaging apps with a single tap.

Lead Nurturing Automation

Schedule follow-ups and reminders on Android or iOS to automatically keep leads warm and ensure consistent communication across any device.

Fully Synchronized Across Devices

Track and update lead status in real time. Every change reflects instantly across your team's devices without delay.

Comprehensive Analytics and Reports

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.

Quick Lead Import

Follow-Up Scheduling

Email Integration

In-App Calendar Integration

Search Functionality

Dynamic Dashboards

Android App
iOS App
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