Can we import our existing leads? Yes. The CRM includes a CSV-based lead import and data-quality workflow for supported lead data.
Can managers assign or reassign leads? Yes. Lead ownership can be assigned, reassigned or de-assigned, including bulk actions where appropriate.
Can we track overdue follow-ups? Yes. Follow-up management is designed to make today's, overdue and upcoming activities visible.
Can we track sales calls? Yes. Structured call tracking can capture duration, direction, status, outcome, notes, customer requirement, objection and next follow-up.
Can deleted leads be restored? Yes. The CRM supports controlled soft delete and restore. Permanent deletion is handled separately as an administrative action.
Can management see salesperson activity? CRM dashboards, Lead 360, activities, follow-ups, calls and reporting provide visibility into recorded sales activity.
Can multiple users work in the CRM? The platform is designed for multi-user sales teams with user, team, role and permission administration.
Can CRM work with our ERP? CRM-to-ERP workflows can be supported according to the integration/configuration available for your environment.
Do you provide a free trial? No. We use a demo-led approach so we can show the CRM in the context of your actual sales process.
How does implementation work? Implementation can include requirement discussion, configuration, data preparation/import, user setup, training, go-live and support.
Can the CRM be customized? Configuration and workflow requirements should be discussed during the demo and implementation assessment.