You will have a complete overview of your customer journey from first point of contact through payment for your product or service, & beyond.
Whether prospects, leads or clients; you can populate Carrotsuite CRM with rich details of your contact; documents, biodata, notes, activities, payment statement & more.
A separate portal for your clients to collaborate with you on their account management, they can see their documents, invoices, receipts, contact you & more
Create and manage your sales pipelines, setup different deal stages, move leads from one deal stage to the next as the sales journey progresses.
Regularly update your sales activities such as meetings, calls, emails per lead. Create & assign tasks to anyone on your team, setup reminders to be notified when due.
You can set and monitor sales targets for teams or individual sales reps, see their performance. Your sales reps can also log in to see their targets and performance.
Manage prospects pro-actively. Add them to your pipeline & update their deal stages as their buying journey progresses.
Actively manage ‘On-going’ clients; who are paying in installments for your product, send them automated payment reminders & auto payment receipts via SMS + email for each payment.
You can also manage post-sales clients who have made full payments for their purchase either in installments or outright so that you can drive repeat purchases.
Easily sort clients by their payment status, product items, or sales reps in very few clicks. Send SMS or email to the sorted list or export them. However you want it!
Auto birthday SMS & email can be set to go to each contact who is celebrating. What’s more? You can set up to notify a team mate when client with a specific or higher total transaction value is a celebrant.
Create custom forms to capture additional data from any client, also use custom fields to require additional information on your CRM forms.
We’ll help you save time and structure your business
Receive notifications when pre-set events occurs; new customer added, new sale processed, new payment recorded, expense threshold reached or surpassed and much more.
You can easily automate boring and repetitive tasks to minimize human errors with execution. Tasks like automated birthday messaging, sending invoice reminders and more.
Daily, weekly and monthly reports will automatically go out to your team, you can also access different dashboards to help monitor the health and responsiveness of different aspects of your business.
Carrotsuite gives you access to tools you need to manage any team size. Chat & collaborate in real time. Bring your team on board your projects, allocate tasks to them and monitor execution speed.
Before we talk destination, we shine a spotlight across your organization to fully understand its people and technology.
To mitigate any sad occurrences, all data is backed up to a separate server every 3 hours and can be retrieved or recovered if and when the need arises.
See carrotsuite in action when you book a personal walkthrough with one of our product experts.
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