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An intuitive user interface designed for sales. A Dashboard for a better overview of the sales activities. Useful tips and best practices to configure and deploy your CRM.
Get leads automatically created from emails, VoIP calls. Send quotes in just a few clicks, manage your pipeline with drag & drop, etc.
Optimized view for large screens, with the opportunity form on the left and a scrollable chatter on the right.
Sell on the road with Spaza's mobile user interface.
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Create campaigns to automatically send emails tailored to the lead segment and activities of the lead.
Score your leads based on explicit and implicit criteria (on pages viewed, localisation, time). Define different actions based on lead score and team assignation rules.Decide which total score deserves to be converted into an opportunity.
Easily import prospects files with Spaza's column matching tool.
Detect countries, states and cities of leads automatically from your visitor IP address.
Get leads acquisition from your website: Search Engine Optimization tool, form builders, etc.
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Organize sequence of activities per opportunity. Schedule activities. Track, log and analyse the activities of your team.
Get a clear overview of the opportunity pipeline. Work faster with the drag & drop interface. Set up specific stages for each sales team.
Customize your pipeline by adding description on stages.
Plan next actions and schedule your daily work based on most important opportunities and tasks.
Log calls or trigger VoIP calls in just a few clicks. Spaza proposes to automatically reschedule the next action after the call.
Schedule meetings from the opportunity of customer. Sync with mobile phones and Google calendar.
Get all information right into the opportunity: pages visited on your website, mails, meetings, next actions, preceeding orders, etc.
Analyze lost reasons on your opportunities to improve your sales effectiveness.
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Get a clear address book shared amongst your sales persons.
Get the full history of activities attached to any customer: opportunities, orders, invoices, total due, etc.
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Use predefined dashboards or build your own with the advanced reporting engine. Share filters with the team.
Analyse your opportunities pipeline with advanced filters, grouping, drill down, etc.
Visualize your sales teams KPI's at a glance.
Get statistics about your sources of leads to evaluate the ROI of your marketing campaigns.
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Convert opportunities into quotes in just a few clicks. Get a complete overview of the customer history. Learn More
Get product availabilities information right into the quotation. Trigger delivery orders and check delivery status from the order. Learn More