Webo Sales & CRM

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Webo Sales & CRM enables businesses to create extraordinary customer relationships with the most innovative, flexible and affordable CRM solution in the market. The company uniquely places the individual at the center of its solution—helping businesses transform the customer experience and enable highly personalized interactions that drive customer excellence and loyalty throughout the entire customer lifecycle.
Webo Sales & CRM delivers a fully transformed, personalized user experience that is immersive, engaging and intuitive. Its fuses the straightforward simplicity, mobility and social aspects of a consumer app with the business process optimization of conventional CRM. Recognized by leading market analysts as a CRM visionary and innovator.

 

 

Some Awesome Features

Administrative Management

Administrative Management

It facilitates the admin to manage all activities like manage Customer & Contacts, Leads , Meetings Schedule, Quotations, Sales Orders, Invoicing & Payments etc.

Staff Management

Staff Management

Webo Sales & CRM admin can allows to give access to colleagues, making it easier to collaborate, without entering data twice.

Mobile Compatible

Mobile Compatible

You may access this application in to your smart phones. Your data is available over your smart phone making it even easier to access.

Leads Management

Leads Management

Complete your sales activities, see detailed contact and company records, and view communication history in one place.

 

Opportunities

Opportunities

You can create opportunities to define the value of the business, manage pipelines and associated activity sets, opportunity funnel stages and categories, probability of winning, and forecast close dates.

Customer & Contacts Management

Customer & Contacts Management

Add company and contact records with a click, log sales activities automatically, and easily keep records up to date.

Calls Logs

Calls Logs

Call History keep call logs and list them category wise for ease of access. Quick and advanced search options helps you to easily access data you are looking for.

Meetings Schedule

Meetings Schedule

Find the best time to meet in seconds without the back-and-forth. Choose a few times that work for you, add your attendees, choose how you want to meet and click send. That's it.

 

Products & Categories

Products & Categories

Easily set ownership of each product within your company, create duplicates and delete products in bulk when necessary.

Quotations

Quotations

ou can create a quote and send it CRM clients via email, download it as a PDF, or print it. Your logo, stamp, signature can all included in the printed form of the quote by configuring them in the CRM settings

Sales Orders

Sales Orders

Our sales reports show you compact tables and beautiful charts that allow you to understand with clarity how your team is performing.

Invoicing & Payments

Invoicing & Payments

Create invoices in minutes. Send the invoice to your client when it's been created. They will get an email notification and pdf version of the invoice.

 

 

Pricelists

Pricelists

You can provide Pricelists to your customers and customers can see all producat Pricelists which is provided by admin.

Contracts

Contracts

admin can view all the contracts to the customers and also allow and reject the contract to the customers. Also can renew the contract.

Calender

Calender

admin, customer and staff can view all calender activites and admin can also put events in calender for staff and customers.

Auto Reminders

Auto Reminders

Get instant reminders Notifications for every Opportunities, Contract Renewal, Invoice Reminder etc.

This software/ application consists of 3 Accounts types

Admin  Account

Admin Account

Employee  Account

Staff Account

Customer Account

Customer Account

Access on your terms.

Phone

Tablet

Desktop

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