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 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 the status of 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:
Leads Management is used to create and manage leads.
New leads can be added using the Create Leads application.
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.
Lead owners can manage their leads from the Leads Management screen.
They can Update the lead details, Add Notes, or Add Tasks against the individual lead that has been assigned to them.
The status of the Leads can be updated at any point in time using the actionable reports.
Notes can be added against the leads.
The tasks that need to be performed against the leads can be added with just a few clicks.
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.
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.
The deals created and assigned to sales team members can be managed using the actionable list screen report. The report provides the assigned deals’ overall status and possible actions that can be taken against each deal.
New tasks can be added to the deals, and the status of the deals can be updated with just a click of a button.
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.
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.
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.
Simple to complex reports can be generated from the system’s CRM data and displayed on the dashboards.
Complex reports can be created for weekly, monthly reviews or other purposes. 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.
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Dashboards provide a 360 view of the sales activities, including leads, deals, and quotations status. The information can be arranged in the form of dashlets. Each sales team member can build their own dashboard based on their needs and privileges. They can also add their tasks list to their dashboard for easy access.
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. Get started now and experience the power of automation and app creation, all without the need for coding skills.
1. Choose a no-code platform: Select a no-code development platform that offers CRM-building capabilities.
2. Design your CRM: Use the platform’s visual tools to design your CRM’s layout, fields, and features.
3. Set up data sources: Integrate data sources, like contact information and customer records.
4. Define logic and workflows: Use no-code logic builders to define automated processes, such as lead tracking and follow-up emails.
5. Test and iterate: Thoroughly test your CRM and make any necessary adjustments based on user feedback.
No-code is a development approach that allows individuals to create software applications without traditional coding. It relies on visual interfaces and pre-built components to simplify the development process.
A classic example of no-code is website builders like Wix or Squarespace, where users can design and create websites by dragging and dropping elements without writing code.
Traditional CRM development may involve coding, but with no-code and low-code platforms, you can create a CRM without writing code, making it accessible to a broader audience.
No-code CRM platforms like Quixy, Airtable, Zoho Creator, and Monday.com enable users to build customized CRM systems without the need for coding skills. These tools offer a wide range of CRM functionalities using visual development interfaces.
Quixy Achieves a Hatrick in Gartner Peer Insights VoC Report for LCAP