SalesWizard CRM helps businesses simplify operations with its all-in-one suite for automating sales and customer service. While it can involve a training period for beginners, its comprehensive features from lead capture to electronic contracting make it a powerful choice for businesses looking for a unified and efficient platform.
SalesWizard CRM Specifications
Contact Management
Lead Management
Opportunity Management
Customer Communication Tracking
What Is SalesWizard CRM?
SalesWizard CRM is designed for small to medium-sized enterprises exploring options to simplify their operations by unifying lead management, customer service, and sales automation in a single dashboard. The platform helps businesses solve communication complications and process inefficiencies with SalesWizard CRM features like a built-in product catalog for online quoting and a projects module for post-sale task management, that provides a flawless workflow from initial contact to project completion, making it a dependable choice for industry professionals.
SalesWizard CRM Pricing
The SalesWizard CRM cost breakdown includes the following options:
- Free Plan: PLN 0.00
- Standard Plan: PLN 69.00/month/user
- Premium Plan: PLN 89.00/month/user
- Master Plan: zł net159,00/month/user
Disclaimer: The pricing is subject to change.
SalesWizard CRM Integrations
Who Is SalesWizard CRM For?
SalesWizard software is ideal for a wide range of industries and sectors, including:
- Marketing agencies
- RES and installation
- Law firms
- Insurance
- Finance
Is SalesWizard CRM Right For You?
SalesWizard CRM is an excellent fit for service-based SMBs that are looking to consolidate their operational tools into a single, unified platform. The standout strength of the software lies in its end-to-end process management, effortlessly guiding users from lead capture and automated quoting to e-signing and project delivery. SalesWizard CRM features offer a future-proof platform for businesses looking to scale their operations efficiently.
Still doubtful about SalesWizard? Connect with our customer support staff at (661) 384-7070 for further guidance.
SalesWizard CRM Features
SalesWizard lets users create interactive quote pages that clients access online. These quotes are built from a detailed internal catalog that includes pricing and product or service details. Clients have the option to review, request changes, and approve quotes digitally while all records are stored within the system.
See How It WorksUsers can create, assign, and filter tasks across the organization. Notes related to each client or project can be added directly within the system for quick reference. Reminders are available to help ensure tasks are completed on schedule, providing better visibility and accountability for team activities.
See How It WorksTeams can design custom funnels for processes such as sales, customer service, and complaint handling. Each funnel visually represents stages, tracks progress, and monitors deadlines for responsible team members. Funnels are tailored to match a company's workflows and track related activities.
See How It WorksThe Projects module organizes complex work by breaking it into tasks and subtasks with assigned deadlines. Each team member sees their responsibilities clearly. Progress updates are centralized to maintain transparency and support timely delivery.
See How It WorksRepetitive tasks such as sending emails and SMS messages after lead capture can be automated. Users customize workflows to define triggers and actions. Automation reduces manual effort and ensures timely communication with customers.
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