Accountri helps businesses get more done with one simple tool, Empowering an organization
An ultimate sales tool that will drive all your sales needs starting from the capturing of leads to tracking until the conversion. Add leads, contacts, opportunities and do much more using the CRM module.
Be on the top of what’s happening around your sales process
Define sales pipeline and track upto conversion
Capture all your leads generated from different sources.
Know which lead source has the maximum conversion rate
Build campaigns that drive measurable ROI
Link products to each deal and manage discounts
Shift potential leads into opportunities.
Convert opportunities into a deal and track the closure.
Create sales teams.
Assign multiple team targets on the go.
Your organization goal has metric that is measurable now
Generate & mail quotations directly from the opportunity
Assign, remind & track your team tasks.
You can now schedule meetings and assign it to the representative. Now you never miss out on meeting your potential lead.
Allocate a geographical area or a group of customers automatically to an individual or a sales team.
Your Accountri CRM is now integrated with your favorite Google Calendar.
Track your on-field sales teams with Geo Location Tagging.
Share & collaborate files within your teammates.
Nurture all your potential leads using our bulk mailing feature.
Get real-time sales reports & analytics.
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