Customer Relationship
Management-
Project and Resource
Management -
Workflow and Process
Automation -
Document
Management 
Service Call
Management
Marketing
Management
Custom Dashboards
and KPIs
Employee and Client
Portals
On the Go! and On the
Desktop!-
Retirement of Legacy
Applications 
Third Party
Integrations
How customer relationship management software in USA will help you work more efficiently in less time?
Our highly effective customer relationship management software in USA consists of all aspects of customers from sales and marketing to customer service. This will eventually remove all the manual work and save up the time without missing any customer communication.
We create a digital tracking board for monitoring sales pipeline from marketing campaigns to lead generation and from leads to proposals. It also tracks activities from customer relationship management to opportunities cultivation. The visual representation of team activities help you understand and analyze your business growth better than ever before.
360 degree visibility of CRM and sales activities
Create your lead, connect to prospect and convert them into the client!
- Invoicing right from the project management on completion of each milestone
- Track calls, demos, emails, meetings, proposals and any other activities on clients or prospects in a collaborated environment in cloud
- Create activity over business, contact, prospect or existing client’s lead or opportunity
- Keep transparency within group as desired and stay on the same page
- Create follow-up on the activity with a single click
- Track activities on corporate calendar for greater communication
New business leads management/tracking software
FlowRocket’s CRM easily points out the leads with highest probability.
- Create and track lead on any prospect, web or phone inquiries through software
- Import prospect databases from lists into same database though, keep them virtually separate
- Automatically convert leads from website via leadfeeder or google analytics
- Tracks leads for multiple businesses and multiple products, services or solutions in the same database
- Track lead sources and draw your KPIs and measure success
- Manage leads by owner and individual sales pipeline
Opportunities tracking with existing clients
Best prospects for your products and services sales are your existing clients. Never ignore them. Communicate and listen to them carefully for exceptional service and cultivate new sales opportunities.
- Serve them well and cross-sell or up-sell
- Cultivate the opportunities thru’ qualification to meeting and thru’ quote to closure
- Track any type of one-time, recurring, commission, etc. revenue as desired
- Measure pipeline per individual or team with probability and forecast sales
- Create followup on opportunity with a click and diary it for automatic reminder
Corporate Addressbook
Maintain every bit of details, notes, client interests, social media profiles/activities, relationships and corporate intelligence on prospects to leverage in opportunities and sales. Populate and use this information in collaboration with sales, service, operations and development teams.
- Corporate addressbook that allows information to be populated and used in collaboration or in independence, per data configuration
- Import prospects from lists to run marketing campaigns or to track sales activities on
- Maintain single source of data all for prospects, vendors and existing client contacts
- Tools to clean and merge duplicate records on a regular basis
- Maintain Client or Prospect contacts hierarchy and organization structure for inside intelligence
- Monitor contacts’ social media activities inside addressbook for smart sales efforts
FlowRocket On-the-go!& On-the-Desktop!
Access your Sales and Marketing activities on tables or smartphones using On-the-go! mobile applications on iOS and Android platforms.
- Complete database system for the road warriors in mobile app
- Customer Relationship Management from mobile dashboard
- Entire corporate address book, activities, tasks, to-dos, leads and opportunities
- Search millions of documents including entire database without firing your laptop or calling assistant to search in file or folders
- Manage service call tickets, workflows and work queues from mobile device
- Take action when you have to at anytime from anywhere without technology restrictions
- Never lose a document or email due to human error or hardware failure! On-the-Desktop will always keep a copy for you on FlowRocket platform
Dashboards, KPIs and Reporting
Create custom dashboards using ready to go sales widgets. Take quick actions with access to visual representation of data in KPIs. 100’s of summary and detailed reports analyzing data with clicks.
- Bird’s eye view of your CRM activities
- Entire sales pipeline showing leads and opportunities with value, probability of winning and timeline
- Sales/CRM activities by owner, by client, by timeline or any which way you like to see, at any-time from anywhere
- Visual representations of data for quick overview with details on drill downs
- Export data to PDF, Excel, CSV or simple text
- Numerous possibilities of filtering, sorting and configuring your own reports
Software
Consulting and
Accountants
Settlement
Insurance
Life/Viatical
Settlement
Insurers
Life Sciences /
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