MAssist CRM is a solution for many challenges that act as a deterrent in an organization’s growth path. MAssist effectively organizes contact information, company details, and sales opportunity information, as well as every interaction that takes place through the multitude of customer communication channels, including your website, email, phone calls, social media, and other channels. It’s more critical than ever for marketing and sales teams to function as a cohesive unit, and therefore MAssist is a perfect solution to help scaling organizations achieve that goal.
It also supports the complex workflows of fast-growing sales teams. MAssist CRM keeps the focus of your teams always on task and therefore facilitating more effective use of time and eliminating many of the nuisance tasks that take up time without adding any productive value (such as searching through email archives for the most recent communication with a lead, or tracking down the marketing representative who was last in contact with a key prospect for information needed to close the deal).
MAssist LMS offers a user- friendly and interactive web screen that works like any social media newsfeed. You don’t have to go and seek information, let the information come to you!
Making the communication direct and quicker among your team through its unique feature of sharing posts and messages that can be viewed both on web and app.
Lead generation and collection is a cumbersome process, managing high volume of data can be tough. MAssist eases this process and streamlines all the lead data, its stages and funnel.
Send personalized Emails, SMS, Whatsapp messages to your customers and view complete history of the same.
Integrate all your social media accounts and collect leads directly in the LMS.
Assign the leads automatically to your team. You can enjoy the advantage of shuffling the leads among your team members too!
View your targets live on mobile app to know and track and your goals and achieved targets.
The positive, neutral and closed leads can be easily identified through color coding which makes it time saving.
Build lead stages as per the organization’s requirement to suit the work processes.
Get reminders before the meetings/calls so no call gets missed due to busy work schedule.
Get a quotation in your customized format with all details, company name, logo as per the company norms.
Complete analysis of the activities performed on leads in AI driven reports in real time for quick decision making.
Capture your leads to CRM Inbox and the software creates leads, allocates to user and send Email/SMS/Whatsapp Message to customer.
Forward your leads captured via website contact forms to CRM Inbox and the software creates leads automatically.
Capture the leads from various social networking sites and it will be mapped in your LMS web portal automatically.
Allocate leads to sales team automatically based on lead source. The sales user will get a notification on his lead screen or via Email/SMS on lead assignment.
View the complete lead history with status and updates along with timeline.The timeline shows lead ageing issues.
CRM supports location & product based sales territories. User security based on territory rules can be applied to CRM.
Upload documents related to lead or customer and store all relevant material in centralized location.
Prioritize leads based on sales stages and focus on hot leads with better probability of closure.
Import, Export data in excel sheets. Configure Excel headers to suit your existing excel templates.
Send Automatic Email alerts to Customers, Sales Team. Configurable automatic & manual Email Communications.
Send Automatic SMS/whatsapp alerts to Customers, Sales Team. Configurable automatic & manual SMS Communications.
Call customers directly from the CRM. The software captures all call logs & history.
Schedule Sales follow up calls, Visits. Update activity & generate automatic sales reports.
Sales team will get notification reminders for the planned activities before the due date time.
Use activity planner with daily, weekly, monthly calendar for planning sales activities to your sales team.
Get your sales team daily visit reports in real time. View the sales team GPS locations visits in map.
Daily, Weekly calls/visit count. Reports on leads, opportunities, orders and sales team performance.
View the lead history with sales team's calls/visits against the lead along with timestamp.
Source wise lead count along with status. Filter data based on dates, source, status, etc.
User wise lead count along with status. Filter data based on dates, source, status, etc.
Leads that are not updated are shown with ageing details.
Leads are allocated to user, but the user has not called or created any activity on the lead in the last few days.
Sales team's calls, visits against a particular lead along with status, date & time.
Sales Funnel report based on lead status. The sales funnel shows the details of sales conversion ratio Company.
Capture Leads Automatically From Various Sources
Assign, Track & Manage Sales Leads with Activities
Manage Opportunities & Sales Pipeline with Stages
Schedule Activities with reminder notifications
Complete Mobile CRM that works even in Offline mode.
Integrate with other software systems.
Send automatic & Manual Email/SMS/whatsapp for quick communications
Customization of forms, fields, reports to suit your organization’s needs.
Business Intelligence Reports & Customized Reports in Real-time.
CRM (Customer Relationship Management) software helps businesses manage interactions and relationships with customers and prospects efficiently. MAssist CRM is an AI-driven, customizable solution that helps your business grow by automating sales and marketing, improving customer relationships, and enhancing field team and overall workforce productivity.
MAssist CRM offers a comprehensive suite of tools, including an interactive dashboard, real-time analytics and reporting, lead management, and personalized messaging via email, SMS, and WhatsApp. It is designed to centralize all customer information, giving your field teams and managers a 360-degree view of every interaction.
MAssist CRM stands out due to its AI-driven capabilities and high level of customization. It’s built to work for various industries and team sizes, offering unique features like intelligent lead auto-assignment, lead prioritization, and dynamic reporting to fit your specific business needs.
Our AI-powered CRM automates repetitive tasks and provides real-time reports to support quick decision-making. The system can automatically capture leads from various sources, and its analytics help you measure marketing channel performance and lead aging.
MAssist CRM centralizes all customer information, including contact details, company information, sales opportunities, and interactions from multiple communication channels (websites, email, phone, and social media). This helps you maintain a detailed record of every customer interaction and streamline communication.
MAssist CRM is a highly versatile and scalable solution. It is designed to benefit organizations of all sizes, from small businesses to large enterprises, across various industries by streamlining operations and improving productivity.
Yes. MAssist CRM supports integration with other software and allows for the customization of forms, fields, and reports. It also offers a mobile app that works offline, ensuring your field teams can capture data even without an internet connection.
The MAssist CRM provides dynamic, real-time reports driven by AI. These include sales funnel reports, marketing channel performance analytics, and lead aging reports, which help you track team productivity, monitor sales activities, and optimize your business strategy.
MAssist CRM offers a reliable and secure platform for your data. The system supports document uploads and territory management, and it ensures that your information is well-organized and accessible when you need it.
Ready to see MAssist CRM in action? Request a personalized demo to discover how our solution can specifically benefit your business.
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