Customer Relationship Management

Product Offering

Process Flow
How does RocketFlow's CRM module work?

Automate your business process with RocketFlow CRM module.

  • Add/Manage Sales Executives and map team hierarchy
  • Bind locations with executives
  • Sales executives can create leads, update leads based on client interactions
  • Get Real-Time Reports for attendance, leave, and salary
  • 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 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.

Mark Attendance with Selfie
Schedule Meetings

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

Mark Attendance with Selfie
Record Feedback

Sales executives can capture feedback/comments and important pointers from a meeting while updating the leads through Rocketflow 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.

Mark Attendance with Selfie
Manage Follow-Ups

Sales team can update leads for follow-up time through the Rocketflow 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.

Mark Attendance with Selfie
Track Progress

Managers can use Rocketflow 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.

Mark Attendance with Selfie

Admin Panel

Mark Attendance
Register Leads

Rocketflow 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.

Mark Attendance
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 web portal makes it easy for you to manage leads.

Mark Attendance
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.

Mark Attendance
Get Lead Report

Measure progress better with Rocketflow. 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
We will love to hear your digital transformation needs, let's get started.
Inventory Management Workflow

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