Sales CRM

Sales Pipeline Management

Traditional CRMs are outdated in many respects for a fast paced modern company. They are big and bulky with bells and whistles that are hardly used. Instead of helping sales people save time on data entry, they are most often the reason for sales people to not update the status of sales activities. LogiKlu was designed with the sales organization in mind – their focus on pursuing opportunities, getting orders and avoidance of cumbersome data management. It is a streamlined sales pipeline management platform that helps your sales team achieve their full potential more effectively. No organizational bottlenecks. Better collaboration. Simple and nimble, yet powerful.

Leads – Manage Leads from all sources efficiently.

Work faster with a clean, easy intuitive interface
Enter leads individually or in bulk – simple!
Get leads delivered automatically from the website, mail campaign and lead forms
Manage leads by category and potential
Associate deals easily, on the go
Schedule activities and tasks on the fly
Manage information on every lead including contacts, notes, attachments, social media etc. with ease.
Automatically enters lead information to the Company Directory for reference

Visual Deal Flow – Intuitive Workflow and Quick Action

Simple but powerful user interface to support key functions
Configurable stages of sales cycle to suit your needs
Quick ways to edit, delete, or mark as won / lost
Easy identifiers for each deal by name, lead, contact
Drag and Drop deals to move between stages
Clearly display key parameters of deals
Activity reminders and notations on each deal
Automated deal summation – both total and by stage
Search by salesperson

Contact Management

Manage all leads, prospects, and customers in one central location
Streamline data management with a simple and intuitive user interface
Easily edit contact information, add notes, and attach documents for each contact
Add new contacts quickly using simple forms or bulk importing from the Lead section
Filter contacts by individual company in the database
Keep all your data organized and accessible with the central contact database that works in tandem with the Company directory and Lead section
Optimize your sales strategy with easy and efficient data management.

Company Directory

Add companies individually, in bulk, or via automated lead flow from the website
Combine data from multiple sources, including lead forms, website lead analytics, mass mail campaigns, CSV uploads, and individually added entries
Filter data by geography, source, employee range, and industry, and search by keyword
Categorize companies as suspects, leads, prospects, and customers
Easily update data, add notes, and attach documents for each company in the database
Get quick access to companies in the database, regardless of their status in the sales cycle
Optimize your sales strategy with the central company directory as an integral part of your CRM.

Activities and Tasks

Schedule activities and tasks with ease, including in-person meetings, video calls, emails, and calls
Add activities while managing leads or deals easily
Choose between calendar view or list view for convenience
View your activities by day or week to better manage your schedule
Invite guests to meetings with ease
Get reminders for scheduled activities to avoid missing important events
Manage your activities with a simple and intuitive interface
Optimize your productivity and efficiency with easy scheduling and task management.

Reports – Evaluate Progress

Track lead conversion by salesperson to measure performance
Analyze lead entries by product to see sales trends
Monitor lead entries by region to understand geographic trends
Track the status of deals in various stages of the sales cycle
Use data-driven insights to optimize your sales strategy
Gain a better understanding of your sales performance with detailed sales status reports
Identify areas for improvement and optimize your sales process
Streamline your sales reporting process with user-friendly CRM tools.

Sales Forecast

Forecast sales accurately and efficiently
Analyze historical data to predict future sales trends
Use data-driven insights to make informed business decisions
Monitor sales performance and adjust strategies accordingly
Set realistic sales targets and monitor progress towards achieving them
Collaborate with team members to ensure accurate forecasting
Streamline your sales forecasting process
Optimize your sales strategy with real time sales forecasting.