CRM Software

Product Offering

How does RocketFlow CRM Software work?

Automate your business process with RocketFlow CRM Software.

  • RocketFlow CRM Software let's you add/Manage Sales Executives and map team hierarchy
  • Bind locations with executives with RocketFlow CRM Software.
  • Sales executives can create leads, update leads based on client interactions with RocketFlow CRM Software.
  • Get Real-Time Reports for attendance, leave, and salary on RocketFlow CRM Software Admin portal.
  • RocketFlow CRM Software allows you to download reports and schedule them for increased productivity and better planning

Mobile App

Register Leads

Sales executives can create leads on the move through the RocketFlow CRM Software Mobile app. The Sales Executives can capture the point of contact, the potential size of the lead, client comments, and much more. Sales executives can keep updating the lead based on discussions and update other parameters.

Schedule Meetings

Sales executives can schedule meetings, and update comments by setting Follow Up Time against a lead through the RocketFlow CRM Software Mobile app. Update leads to indicate that the meetings are scheduled for demo or walkthrough.

Record Feedback

Sales executives can capture feedback/comments and important pointers from a meeting while updating the leads through RocketFlow CRM Software Mobile App. Managers and Supervisors get a real-time view of the lead statuses and traction the sales executives are generating with the clients to provide timely assistance.

Manage Follow-Ups

Sales team can update leads for follow-up time through the RocketFlow CRM Software mobile app. The platform allows to search leads based on the follow-up time to indicate to the Sales team which leads they have to chase on a day/week to plan better. Never again miss a follow-up with RocketFlow CRM Software.

Track Progress

Managers can use RocketFlow CRM Software mobile app to track the progress of a sales lead by going through the interactive timelines of Sales executives with clients. Managers can further see details of each sale step to track the progress better.

Admin Panel

Register Leads

RocketFlow CRM Software Web portal can be used by the executives to capture leads. The lead generation team can create the leads capturing the first level interaction with the clients. The lead form can be customized based on unique needs.

Assign Leads

Managers and supervisors can assign leads to executives or define the routing logic based on teams responsible for a particular type of lead. RocketFlow CRM Software web portal makes it easy for you to manage leads.

View Progress

Rocketflow web portal showcases the lead progression in a Kanban and detailed view to give every insight that your sales team has captured while interacting with the clients.

Get Lead Report

Measure progress better with RocketFlow CRM Software. Keep the stakeholders informed through real time dashboard and lead progression reports. Schedule reports for better transparency and enhanced productivity of the sales team.

Get in Touch
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RocketFlow is accessible on the move. Get Android and iOS App now!

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