Import Leads, Projects, Opportunities, and Clients in Bulk
Quickly Import Leads in Bulk
Talygen allows Users to easily manage their Lead records. The intuitive CRM system allows Users to easily import Prospect, Leads, Opportunities, and Clients via a CSV or Excel file. Users can import or export Leads in bulk, eliminating the need to manually enter details one by one into the application.
Follow Ups and Reminders
Automate Client Communication and Follow-Ups
Talygen streamlines the management of a large number of Leads at one time. A User can create a follow up as a reminder to communicate with Client through their favored means of communication. Users can set the reminder for a specified time on a specific day.
Track Prospects, Leads, Opportunities and Clients
Retain Clients by Efficiently Tracking Prospects, Leads, Opportunities, and Clients
The Talygen CRM is perfect for storing information regarding Channels, Prospects Managers, date of contact, last modified date, email, and much more. As Leads and Prospects are converted, the tracking continues through the entire sales cycle. Prospects, Leads, and Opportunities can be directly converted to a Client status as needed.
Additional Owners
Appoint an Additional Owner of a Lead
In Talygen’s CRM system, a Business Manager can create an additional Manager for a Lead. Additional Managers act as the substitute Manager of the Lead as needed. A User will have all the rights and responsibilities of the main Manager when they are added as an additional Manager. However, the main Manager can still limit the access for additional Managers so that business policies are properly enforced.
Notes for Prospects, Leads, Opportunities, and Clients
Share Collaborative Notes with Clients
Talygen allows Users to share Notes with not only their Clients but other Users as well. These Notes can be used for the sharing of important information related to the Project.
Custom Columns and Reports
Create Personalized Columns and Reports
Talygen allows Users to create personalized Columns and Reports to meet their personal needs. Any changes will be User specific and will meet all business rules put in place by the Organization.
Convert Leads into Projects
Easily Create Projects for Leads and Clients
Users can easily create Projects for any Lead or Client. Budgeting estimates can quickly be sent to the Client. Once approved by the Client, the Team can quickly begin work on any Projects that were created. Company Admins can easily track the Pipeline, set Goals for Team members, view in-depth Reports, and coordinate Workflow within the Organization.
- Track Prospects, Leads, Opportunities, And Clients
- Convert Leads Into Projects
- Notes
- Track Sales
- Manage Contacts
- Real-Time Analytics
- Follow Ups/Reminders
- Create Additional Contacts
- Web And Mobile Applications
- Products
- Bulk Emails
- Associate Clients
- Import Leads In Bulk
- Client Communication
- Store And Share Documents
- Information Related To The Client
- Quotations
- Email Templates
- Maintain Contracts
- Supports Sales Team
- Create Additional Owners
- Custom Columns And Report
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