Complete sales cycle and customer relationship management

Applane CRM enables complete Sales Cycle and covers all vital stages of sales cycle comprehensively; including data mining, initiating a discussion, identifying opportunities, submitting proposal and closing the deal. Applane CRM aids the sales cycle by ensuring planning of next actions. It also provides analysis and reporting capability at each stage of sales cycle.

User friendly interface

Applane CRM has an intuitive and user friendly interface which allows the user to browse through important informations with minimal clicks and without any comprehensive training. Moreover all the views in Applane CRM have context sensitive menu on every row. This provides users an ease to access data and surf through information comfortably.

Enable efficient follow-up of leads, opportunities and quotes

Applane provides user friendly and interactive views to follow up leads, opportunities and quotes. Data is sorted on the basis of due actions and the view contains all relevant information, like last conversation, planned action and other information required to follow up with the prospect or customer.

Multi currency support

Applane CRM supports multi-currency feature which enables storing the value of an opportunity or a quote in a user’s local currency. The application also allows a user to set a base currency for his organization and it automatically maintains exchange rates of various currencies to the base currency. The values of opportunities, quotes and closed business is shown and summed in the accounting currency defined at organization level.

Enables cross-selling and up-selling

Applane CRM follows concept of organizations instead of leads. User can also manage relation between the Organization. Consequently depending on the business done with one organization related organization can be approached for cross-selling or up-selling by other departments or units.

Comprehensive sales' roles support

Applane CRM supports comprehensive sales roles like Data Miner, Sales Executive, Sales Manager, Quote Executive and Quote Manager. Views are customized to support business functions of each role.

Interactive reports & dashboards

Applane CRM helps you to analyze sales & marketing trends and key CRM metrics by interactive reports and dashboards. Context sensitive menu in different reports lets user to drill down in views to further analyze the details. User can apply filters and change order in the reports on the fly.

Automatic tagging of organization

Applane CRM supports tagging of prospective organizations with user defined tags. These tags can be very useful to identify relevant organizations for a particular product or service while planning and running campaigns. Applane CRM also has an innovative and useful feature of automatically adding tags to newly created organizations by studying the website's URL mentioned in the organization’s details.

Automatic ranking and ordering of organization on basis of its potential

Whenever a new organization is entered into Applane CRM, it automatically ranks up the organization on the basis of its potential. Applane CRM does this intelligently with help of Google page rank. The data is sorted on the basis of these ranks while running new campaigns. This helps sales team to concentrate more on potential prospects.

Ready for large enterprise

Applane CRM comes with enterprise grade features. It supports features such as setting up of business units having access to different set of data. Also sales team could be configured and data acess will be enabled on the basis of reporting structure.

Quotation management in build

Applane CRM supports complete quote management features which helps you in keeping tab of the quotes which are open, overdue, lost or won.

Data Import

We care that users may not feel it problematic to share their data to Applane CRM from their existing standard applications. Henceforth, Applane CRM facilitates an easy importing of data from excel sheets in just the wink of an eye.

• Google Apps users can sign in to the Applane CRM with their existing Google Apps account.
• Applane CRM will be listed in Google’s universal navigation enabling easy access.
• Users can view actions planned in Applane CRM using Google Calendar.
• Users can now import contacts from Google Apps to Applane CRM.

Going forward:

• Users will be able to view emails exchanged using Google Mail account with a Applane CRM contact in Applane CRM contextually.