CRM

You don’t want to spend your entire day on just CRM. You just want a better CRM solution to monitor and scale your leads, keep a track of your deals, and ultimately push your business forward. You’d rather do your real work and not have to worry about CRM all day.

Enter Quixy, a leading no-code application development, and BPM platform. With Quixy, you can automate processes and build enterprise-grade applications without writing any code 10X faster. And these are not just simple apps. You can actually build complex enterprise-grade applications.

The platform offers a range of ready-to-use solutions that can be customized based on business needs. You can add new fields, create new screens, add new workflows, or change the business rules. All with just a few clicks !! Just drag, drop, and publish. It’s that easy.

CRM solution is part of Quixy’s ready-to-use solution. Using Quixy’s CRM solution, you can capture and track leads, update status or tasks and leads, automate customer workflows, generate interactive sales pipelines, create professional-looking reports, and a lot more – all without writing a single line of code.

CRM solution includes the following modules:

1. Leads Management

Leads Management is used to create and manage leads.

Create Leads

New leads can be added using the Create Leads application.

create leads crm solution

The application allows you to add new leads and assign them to a team member.

Lead owners can access their leads through an actionable list screen which has all the details of the lead along with the status of the leads.

Manage Leads

Lead owners can manage their leads from the Leads Management screen.

manage leads crm solution

They can Update the lead details, Add Notes, or Add Tasks against the individual lead that has been assigned to them.

update leads crm solution

The status of the Leads can be updated at any point in time using the actionable reports.

add leads crm solution

Notes can be added against the leads.

add lead tasks crm solution

The tasks that need to be performed against the leads can be added with just a few clicks.

Manage Tasks

Tasks created for any sales team member against any lead are viewable in an actionable report called a List Screen that will allow the owner to manage and update the status of the tasks.

2. Deals Management

New deals can be added from the existing leads or new deals altogether. The details of the deal can be added and the priority can be set.

Manage Deals

The deals created and assigned to sales team members can be managed using the actionable list screen report. The report provides the overall status of the assigned deals along with possible actions that can be taken against each deal.

New tasks can be added against the deals and the status of the deals can be updated with just a click of a button.

Create Quotations

Using Quixy’s CRM solution, Quotations can be created for individual leads and sent to them automatically through automatic triggers. Quixy’s Document Generator feature allows these quotations to be generated automatically using the data already captured in the system eliminating any possibility of manual errors.

3. Product and Services Management

Quixy’s CRM solution allows you to maintain the details and manage the data of the products and services of your organization.

New products and services can be added and maintained.

4. Contact Management

New contacts can be added using the application created.

Managing the contacts in Quixy’s CRM solution is a breeze using the actionable list screen that gives the consolidated view of all the contacts in the organization and their status.

5. Reports and Insights

Simple to complex reports can be generated from the CRM data in the system and can be displayed on to the dashboards.

Complex reports can be created for weekly, monthly reviews, or any other purpose. These reports can then be exported to multiple formats or even be automatically emailed to the stakeholders at a predefined frequency or based on triggers.

6. Dashboards

Dashboards provide a 360 view of the sales activities including leads, deal, and quotations status. The information can be arranged in the form of dashlets. Each sales team member can build their own dashboards based on their needs and privileges. They can also add their tasks list to their dashboard for easy access.

Summary

With Quixy’s no-code CRM solution, the entire sales process is a breeze!

Quixy, is an innovative no-code platform that helps you automate any business process and build simple to complex enterprise-grade applications in hours and days instead of weeks and months. All without writing any code. Sign-up for a free trial now, explore its features and get started with ready-to-use CRM solution along with many other free-to-use solutions.

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