It's always challenging to handle a customer who was earlier managed by your colleague and just now left the job! MeraCRM Kundli View is really helpful in this scenario. It gives you all facts, history and any future followups set for the customer and retain him.
Get all the past customer data along with specific tags and ribbons.
There may be multiple people in the same organisation. MeraCRM's Kundli view enables you to access all connected people and companies to the person or company you are accessing. It really helps you close your leads or operation tasks faster.
Get complete information
about the people
associated with the organization.
Know current status of the business activities
with your lead through the stages of lead pipeline.
80% of business comes from 20% of our customers, while we spend our 80% time on other customers. With Kundli statistics, when you are accessing any person or a company, you can get an idea about how much business he has given to you v/s the activities done for that. With this MeraCRM helps you focus on right people who could actually bring the money in.
Know how much business you have done and how much is in the pipeline for a particular customer.
Generic businesses has generic profits too. Most of the Indian businesses are unique in their own way and has different reasons to store customer information. Unlike other CRMs, MeraCRM not only provides support for custom fields, but gives power for custom forms. It makes life easier to save any kind of additional information of customers, leads, etc., Its available on right hand side of Kundli view.
From business to business,
they have their unique
Choose your Custom Forms and add it to
Client, Lead and Support when required.
Choose the Custom Fields that you
need while creating a Custom Form.
Highlight the Custom Field of the custom
form so that it can be used easily.
View all the Custom Forms
that are added to a particular
Person at the same time.
View all the details of
Custom Fields of a Custom Form
added to a particular Person.
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