Cubo CRM

SALIENT FEATURES

  • Seamless process with automation reducing errors and workload
  • Range of assessment tools for decision making
  • User Notifications as per Job assigned
  • Based on SaaS model and available 24*7
  • SMS and Email notifications
  • Best Customer support pre and post sales
  • Most user friendly, ready to use, no installation required

CLIENT MANAGEMENT

  • Manage Client data at one centralized location
  • Find outstanding payment individually with summary
  • Attractive and pre-built Invoice format to attract brand value
  • Reduce human error and pre-set reminders for task managmenet
  • Add multiple address based on Client portfolio

LEAD MANAGEMENT

  • Increase lead conversation rates with efficient management
  • Close more deals faster and increase revenue
  • Offer best customer support with good satisfaction
  • Engage Staff in business expansion and not in business management
  • Track target achieved by Staff individually

WORK / TASK MANAGEMENT

  • Assign Job to specific Staff among pool of Employees
  • Monitor work progress and assign resources based on workload
  • Smart reminders to alert Employees before scheduled deadline
  • Auto notification to Manager once job is complete
  • Effective man management reduces stress and helps in job completion swiftly

PAYMENTS & REPORTS

  • Smart Alerts to notify on Overdue Payments
  • Range of reports to cater your business needs
  • Manage your business on the go through PaaS (Platform as a Service) model
  • Most user friendly and ready to use solution
  • Finance and Management reports based on user model