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Empower Sales Team and Grow Your Business with Our OctaBees CRM Software

Elevate your Sales Process.

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Trusted by Industry Leaders

Navigating OctaBees Sales CRM

How Can It Shape Your Sales Triumph


Complete Sales Force Automation

Achieving sales excellence starts with efficient sales force management. OctaBees CRM offers a robust Sales Force Automation (SFA) module that equips your sales team with the tools you need to grow your business.

  • Customize your sales process
  • Auto lead assignment rules
  • Customize sales quotation
  • Master price list & markups
  • Integrations with websites & other
  • Visibility of material availability
  • Follow up notifications, reminders & escalations
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Mobile CRM

In today’s fast-paced business world, OctaBees Mobile CRM feature ensures real-time access to customer data, sales insights, and critical information anytime, anywhere. Stay productive on the go, make informed decisions, and deliver exceptional customer experiences with unmatched mobility.

  • Create leads, quotations & orders
  • Live geolocation tracking
  • Book expenses
  • Dashboards & Reports
  • Approvals of quotations & orders
  • Payment collection
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Performance & Visibility

OctaBees CRM empowers you with a performance and visibility toolkit that acts as a compass for your marketing strategies. With custom dashboards, you can create personalized visualizations that provide real-time insights into your key performance indicators (KPIs). Monitor, measure and take action.

  • Sales funnel dashboard
  • Performance tracking (person, product, location, segment, territory)
  • Target Vs actual
  • Commision structure
  • Lost analysis
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Channel sales/dealers/distribution:
partner portal

OctaBees CRM’s partner portal streamlines collaboration with channel partners, simplifying sales and enabling effective partner and territory management. This optimizes your distribution network for increased market presence and profitability.

  • Rights based login and access
  • Create leads, quotation & order
  • Lead assignment to partner
  • Partner performance tracking
  • Commision setup & processing

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Frequently Asked Questions

Have any Queries ?

CRM, or Customer Relationship Management, is a strategic approach and software solution designed to help businesses manage and improve their relationships with customers.

CRM, in essence, is a digital hub that allows businesses to store, organize, and analyze valuable information about their consumers. This information includes contact details, purchase history, preferences, and interactions, among other things.

By leveraging CRM tools, businesses can:

  • Improve Customer Relationships
  • Boost Sales and Revenue
  • Enhance Marketing Efforts
  • Streamline Customer Support

CRM tools, or Customer Relationship Management tools, are software applications designed to help businesses effectively manage their interactions and relationships with customers and prospects. These tools are essential for improving customer engagement, sales processes, and overall customer satisfaction.
CRM tools offer a wide range of features, including:

  • Sales and Lead Management
  • Customer Support
  • Analytics and Reporting
  • Integration
  • Mobile Access

Yes, our CRM software is highly customizable to adapt to your business’s specific needs and processes.

Yes, our CRM software is mobile-responsive, allowing you to access it on smartphones and tablets, ensuring you stay connected on the go.

Our CRM software helps improve customer communication by providing a centralized platform for managing emails, calls, and messages, making it easier to track and respond to customer inquiries.

Yes, our CRM software offers integration options with various other software tools, including Mailchip ,Tally , and more.

Getting started is easy! Simply visit our website, request a demo, or get in touch with our sales team to discuss your specific requirements and pricing options.

We provide comprehensive customer support through various channels, including email, phone, and live chat, to assist you with any questions or issues you may encounter while using our CRM software.

Our team will assist you with the data migration process to ensure a hassle-free transaction from your existing system to OctaBees ERP CRM software.

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