SalesWizard CRM Review

SalesWizard CRM is a cloud-based system that allows companies to manage multiple processes from a single platform. The solution offers a wide range of features to simplify business processes, including campaign request management, lead and customer management, quote generation, contract management, and order processing tracking.
In addition, SalesWizard CRM enables sales professionals to manage leads from multiple marketing channels and facilitates sales process tracking. It offers various features such as task management, communication tools, and mobile device access.

SALESWIZARD CRM – TUTORIAL

SALESWIZARD CRM – FEATURES

• Integrated notifications: thanks to the report module, leads are automatically added to your crm. use integrations with wordpress, html, facebook ads, and google ads, along with automation, to save time when submitting applications.
• Task automation: design automations for daily activities to save time and increase team efficiency.
• Email: use the built-in crm email to send offers, communicate with prospects, and generate notifications and reminders. you can also integrate your business email using imap and smtp protocols.
• Store your products and services: an integrated internal catalog allows you to add products and services to the crm, specifying price, availability, description, parameters, categories, and photos. these can be used during online quote creation or order processing.
• Electronically sign documents and contracts: crm integration helps speed up workflows and allows prospects to electronically sign contracts during the online offer process.
• Google Calendar integration: schedule meetings, send event invitations to customers and employees, and sync calendars.
• Sales funnels and more: create service funnels to define business process flows such as sales, support, and complaints. monitor deadlines and segment processes within service funnels.
• Send SMS: sms is a primary communication channel with customers and prospects. create custom sms templates and use sms actions in automations.
• Generate contracts and documents: use shortcodes to generate document, letter, and contract templates, saving time and reducing errors.
• Multiple threads with a single customer: create multiple conversation threads with one customer to separate sales, after-sales service, or complaints.
• Built-in artificial intelligence: integrated with openai ai, allowing the creation of custom ai chatbots to manage your company knowledge base.