Powerful sales management software for high-velocity sales
Build a fail-safe sales management process
Dynamic Sales Process Designer
Using our drag-n-drop builder, plan and control your entire sales process with zero code.
Lead Distribution
Set rules to automatically assign leads to salespeople as soon as they come in.
Lead Qualification
Score and qualify your leads automatically and help your salespeople prioritize their tasks.
Follow-ups and Tasks
Automatically assign follow-ups and tasks to your salespeople to help plan their day.
Sales Notifications
Set rules to alert salespeople as soon as their leads take an important action.
Sales Funnel Movement
Automatically move your leads down the funnel. Change lead stages based on activities
Sales Tracking
Track everything – conversations, activities, salespeople, and closures.
Get complete overview of
your sales operations
Get a tight grip on your sales process. Monitor every aspect of your sales – leads, funnel, salespeople, and revenue. Know exactly where the leads are in your pipeline, track their movement down the sales funnel, sales closures, and more. The cloud-based sales management CRM also helps you access and update data (based on sales activity) on the go.
The best sales
management platform for
your call center operations
Build proactive call center sales operations with WPSCRM. Help your agents make better conversations, enhance prospect experience, and sell more with a completely connected call center. Integrate with any telephony service provide and make your reps/agents’ work more efficient with click-to-call dialers. You can check more about call center management here.
Simple mobile sales
management CRM for your
field sales team
With WPSCRM Mobile CRM, manage and track your complete field sales operations. Know where your field agents are at all times, using their geo-location and check-in status. Remotely track the completed meetings, outcomes, daily-route travelled, and goals achieved.
Territory Management
Define your sales territories, user hierarchies, goals and user permissions accordingly.
Role-based Access
Ensure that your agents can access only the leads and data relevant to them to ensure field-level security.
Sales Regimentation
Dynamic forms to show your agents only relevant fields to ensure high productivity and 0 manual errors.
Day Planning
Sales performance management software to plan your salespeople’s day including meetings, routes, tasks, and more.
Guided Actions
Whether you are a B2C business or B2B, sales time management is crucial. Guide your team of the next best action based on your sales process.
Hierarchy-based Reporting
Get hierarchy-wise insights into the performance of each region, team, salesperson, and more
A robust sales
management system to
manage escalations
Notify sales managers in case of important sales activities or
inaction on a salesperson’s part. For instance: Notify managers
when a positive sales interaction has occurred but, there have
been no follow-up actions on the lead for the past 21 days.
inaction on a salesperson’s part. For instance: Notify managers
when a positive sales interaction has occurred but, there have
been no follow-up actions on the lead for the past 21 days.
Conversation Tracking
Keep a track of emails sent by your
team, as well as the open & click
rates.
team, as well as the open & click
rates.
Pipeline Reports
Track the number of leads in each stage of the pipeline for your teams and reps.
Sales Closure Reports
Keep a track of emails sent by your team, as well as the open & click rates.
Calling Reports
Keep a tab on the call volume, connect rate, and successful conversation numbers.
Field Meetings
A real-time metric on the
meetings your field agents have
every day.
every day.
Activities Vs Revenue
Track the revenue contributed by each rep and shortfalls vs. the activities performed.
We know what’s happening at every single step of our sales process
Manage your end-to-end sales operations
Know more about WPSCRM in a 30 minute online demo