Best CRM Features

10 Best CRM Features for Your Business

A CRM, or Customer Relationship Management system, collects data and helps you to keep track of your customers and manage relationships with them.  With the right features and functionalities, a CRM helps salespeople, managers, marketers, and business leaders with their tasks. The core functionality of a CRM is to nurture leads and manage the overall customer life cycle.

To do all of these, the software needs to come with some essential CRM system features. In this article, we will talk about the 10 best CRM features that let you reach the ultimate business goal. Let’s take a look!  


1. Prospects Module

The prospects module is one of the key CRM marketing features that is basically an organized address book of potential clients. It keeps track of customer’s contact info, Their interest, and so on. This information helps administrators visualize customer data and plan effectively.

With this module, you can easily track and manage tasks for each prospect. Its features include data visualization, task management, and comprehensive reporting. By using the prospects module, businesses can better organize their sales efforts, prioritize leads, and close more deals. Efficient sales processes and better customer relationships – you can achieve both with this feature.


2. Lead Module

The lead module feature in a CRM focus on effective lead management. It allows you to store and access detailed information about leads. The information includes the customer’s interests, status, and stage in the sales process. 

You can set the prospect stage, create multiple leads, and track their progress easily. This feature helps sales teams organize and prioritize leads. As a result, they can give more attention to those with the most promising opportunities.


3. Task Module

For storing and managing all your sales and marketing tasks, the task module feature comes in handy. It helps you keep track of upcoming and completed tasks. You can see detailed information about each task whenever you need it. 

To make sure nothing is overlooked, the module shows reminders and easy access to task details. The task module lets you organize tasks by priority, set deadlines, and assign tasks to team members. It improves productivity and ensures everyone in the sales and marketing team is updated about the recent progress.


4. Quotation Module

Top CRMs like SaleBee CRM come with a quotation module that allows you to create unlimited quotations for your prospects or leads. You can manage quotations for each client or organization. The system makes it easy to track amounts and items. 

This module helps you generate professional quotes quickly and accurately. It simplifies the process of sending quotes to clients and keeps all your quotation data in one place. Accuracy and quick timing improve your sales efficiency and provide better customer service.


5. Order Module

It is true that not all orders result in sales at the end. However, it is important to keep track of both successful and canceled orders. Analyzing each order helps you to understand sales performance and you can make future decisions based on that. Order module can be a great help to do these tasks. It supports better decision-making.

With the help of this feature, you can track orders, identify trends, understand customer preferences, and set new marketing strategies. This module ensures that all order data is organized and easily accessible.


6. Employee Module

To store and manage essential HR data, employee module features can be an efficient solution for businesses. It allows administrators to access all the necessary information about each employee, including their roles, contact details, and performance records. This module simplifies HR tasks by keeping all employee data organized and easily accessible.

Admins can also search for and review marketing records of different employees. It lets them evaluate employee’s contributions to various campaigns. Overall, this feature supports better workforce management and helps in identifying areas for employee development.


7. Template and Document Management

Template and Document Management within a CRM system functions as a centralized collection for all your sales and marketing resources. You don’t need any scattered storage locations to keep your sales presentations, brand guidelines, and other marketing materials. Authorized users can easily access these documents from anytime anywhere. 

Moreover, many CRM solutions offer additional template libraries, where you can get customizable forms, emails, and landing pages. Having everything in one place lets your sales and marketing teams work together more easily and finish a task in less time. The template also makes it easy for everyone to create professional content quickly.


8. Feature Add and Elimination

A good CRM offers a scalable solution so that you can utilize it no matter where your business stands. You can add new features to your solution to make it updated with your new business operation.
However, it is equally important to have the chance to remove unnecessary features. This ensures you are not overwhelming your system with unused options. 


9. Third-party Integrations

Third-party integration features in a CRM system let you connect with your favorite tools without needing to know how to code. This feature makes it simple to link up your most-used programs and automate tasks. It saves your time by avoiding manual data entry, boosts productivity, and minimizes mistakes. 

Third-party integrations might include things like syncing your email, connecting your phone system, or tracking social media conversations. You can even link up your calendar to schedule demos faster. Integrating with project management tools can also help teams gather client feedback easily.


10. Email Features

Managing emails in a regular inbox can be overwhelming, especially for the sales team. It is important to reply to sales emails quickly to ensure the highest customer satisfaction.

CRM email features help the sales team to stay organized. They can connect their calendars to set up meetings with prospects and clients. They can also utilize email templates to save time. Templates cover basic company info, follow-ups after calls or emails, and after sending proposals.

Final Words

That’s the 10 best CRM features that you should know. CRM offers a ton of benefits to boost the productivity of your hardworking team. So, when you are thinking about installing a CRM system to your business, check out their CRM features list and make sure your chosen software has all these 10 features. You can have a look at SaleBee CRM which comes with all the key features and more!

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