Simplify Sales & Service with Druvo CRM
Manage customer relationships, track visits, and optimize sales with our smart CRM.
CRM Module
Are you looking for a more efficient way to manage and optimize your business operations? Our platform provides a comprehensive suite of CRM tools designed to simplify your workflows, enhance productivity, and drive growth.
With our solution, you can seamlessly organize and maintain your customer database, ensuring that all interactions are tracked and managed effectively. Effortlessly monitor your sales and service teams’ visits and activities, enabling better performance evaluation and accountability.
Gain access to real-time business dashboards and reports, providing valuable insights into sales performance, customer engagement, and service efficiency. From lead management to sales tracking, our CRM empowers you with automation and data-driven decision-making, helping you scale your business with confidence.
Key Features
Lead Progression & Management
Lead Tracking & Progression: Monitor and manage leads at every stage of the sales process.
Assign Leads to Team Members: Ensure quick follow-ups and higher conversion rates by assigning leads to the right employees.
Opportunity Management: View and update opportunity details to keep sales progress on track.
Visit Tracking & Follow-Ups: Stay on top of assigned visits and follow up promptly to close deals efficiently.
Visit Tracking & Travel Reimbursement
Log & Update Visits: Record meetings, client interactions, and follow-ups seamlessly.
Hassle-Free TR Submission: Submit travel expenses effortlessly for quick processingg
Upload Sales Receipts & Claim Documents: Keep all necessary receipts and documents organized for easy claims.
Streamlined TR Status & Approvals: Ensure a smooth approval process with a structured workflow.
Sales & Service Tracking
- View and review all sales & service executive visits in one place.
- Live analysis of visits to measure efficiency.
- On-site Check-in & Check-out for real-time attendance tracking.
Insights & Performance Analytics
- Get real-time reports on sales and service activities.
- Monitor team performance with actionable insights.
- Forecast trends and improve decision-making.
How we manage our Sales and Service processes
Your Business Growth?
Automate repetitive tasks and free up time for business growth.
Convert leads into opportunities faster with structured tracking.
Track on-field activities and evaluate performance seamlessly.
Access live reports to make data-driven decisions.
Keep customer and employee records organized in one place.
Multi-level authorizations for TRs and expense approvals.
Enhance collaboration with in-app tracking and notifications.
Personalized interactions and efficient tracking lead to higher satisfaction.