Features
Leads
Enter and manage Sales Leads from your Sales team. Keep track of critical lead information to help your Sales team win and close deals.
Opportunities
Enter Sales Opportunities and manage those opportunities through the sales entire sales cycle. Opportunity data allows management to keep track of activities in the field.
Forecasts
Forecast data can be entered with each opportunity for up to 12 months. This forecast data can be consolidated across users and used to generate the company's total forecast. Planned and Actual Sales numbers can be stored and a Waterfall report can be produced based on Forecast vs. Actual numbers
Quotes
Manage your Sales Quoting activity. Create and send quotes to customers.
Campaigns
Create Sales and Marketing Campaigns and add members from prospect lists and contacts to those campaigns. Campaign data can be maintained and prospects list can be imported an attached. Emails can be sent to prospects within the campaign. Once the prospect is verified, the prospect can be converted to a contact/lead.
Tasks
Enter daily tasks and follow up activity or attach specific tasks for Leads and Opportunities.
Contacts
Store your customer contacts in SutiCRM.
Import/Export
Data can be easily imported and exported in the application using provided templates.
Mobile
Access the application from a mobile supported device.
Automated Web Lead Capture/Routing
Design forms to capture sales leads from your web site directly into SutiCRM. Get sales leads to the right team or rep based on automatic lead distribution.
Location Management
Manage sales geographies, territories and regions easily and track the sales performance by location.
Task Calendar
Manage assigned tasks through due dates and reminders reflected through the calendar display.
Easy Administration
Manage the application administration through easy to use screens and customize the application as it suits your business.
