Fusion Software
Flexible software for your business
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CRM & Sales

Powerful and easy to use. Boost sales and increase the productivity of your team.

Your Challenges

  • Working on paper & email
  • Losing track of new leads & quotes
  • Working in spreadsheets with no automation or security
  • Forgetting to follow up on leads
  • Not being able to track your sales team
  • Manually generated sales reports

Our Solution

  • Generate new CRM leads through online enquiry forms.

  • Customisable sales pipelines.

  • Create your own sales workflow.

  • Comprehensive quoting features including digital signoff

  • Mobile App with geo-tracking for field sales

  • Shared activity calendars

  • Live sales dashboards and reporting

Sales Pipelines
  • View your leads and deals in our intuitive pipeline view
  • Drag & drop your leads between status
  • See total leads & value by status
  • Setup your own sales work flow
  • Manage expiry times for each status, and get notified when they expire
Customer Relationship Management System
Quotes
  • Multiple customisable quote templates/stationary
  • Multiple pricelist & discount management
  • Calculate costs & profitability when quoting
  • Multi-currency
  • Customers can view & accept quotes online including T&C’s
  • Revise and update quotes with a history of all versions
  • Sales and KPI reporting

Customisable

Great looking quotes with the ability
to add images, and choose from optional
stationary for each quote. 

Paperless Quoting

When you send your quotes, each
customer will receive a personalised email with
a link to view their quote online.

Accept Quotes Online

Your customers can accept your quote
online, including terms & conditions, without having
to print, download or install anything.

Customer Service
  • Full history of customer interaction
  • Last contacted date
  • Log recurring calls & set reminders
  • Send emails with templates
  • Meetings & Shared Calendars
  • Task Management
  • Store customer documents
  • Build custom forms
Mobile App
  • Geo, travel & time tracking
  • Customers, leads & prospects
  • Voice to text functionality
  • Create & view quotes
  • Find clients near your location
  • Daily calendar for tasks & calls
  • Integrated company chat
Geo Tracking
  • Travel and location tracking of sales reps via mobile app
  • Daily activity reporting
  • Check your teams current location

CRM Features

Customers

  • User friendly interface
  • Log calls & set reminders
  • Send emails
  • Customer history
  • Track leads and follow-ups

Generate Leads

  • Generate new leads through online enquiry forms

  • Any new enquiry will generate a new lead in the CRM

Sales Pipeline

  • Easily customisable pipelines

  • Create your own sales process flow

  • Streamlined view of your sales

  • Focus on the right things at the right time

Activities

  • Shared activity calendars

  • Your whole team is in the loop

  • Automate recurring activities and
    repetitive tasks 

  • Helps your sales team to spend more time on selling

Quotes

  • Quote pipeline
  • Auto reminders
  • Multiple currencies & price lists
  • Quote templates

Mobile App

  • Integrated mobile app
  • Easily capture new leads
  • Manage your customers, sales, appointments and activities on the go

Opportunities

  • Automate your day, save time
  • Track tasks and customers
  • Improve customer relationships
  • calendar, contact, forecasting, task management, and reporting functionality

KPI’S

  • Set goals

  • Measure progress against specific goals and objectives.

  •  See how important KPIs and metrics are performing against their targets

  • KPI Dashboards and KPI Reports

Notifications

  • Interactive notifications

  • Real-time

  • Quick-view in notification bar

  • Open pop-ups of the actions

Fusion Software also offers these services

Software
Development

Web
Development

App
Development

System
Integration

BI
Reporting

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