Webasyst CRM

CRM app for teams and personal management of clients and deals, a handy tool for conducting sales directly on your mobile device!

Clients management:

• View full profile of each client, the deals history, issued invoices, and personal notes.
• Client search by name or email address.
• Grouping clients into segments, classes, and tags.
• Assignment of a responsible user for each client.

Deals management:

• Creation of new deals: assignment of a responsible user, setting an estimated deal cost, planning the deal closing date.
• Working with deals: transferring deals to other stages as you progress, issuing invoices for payment, adding work notes, completing deals by reaching either “won” or “lost” state.
• Viewing work history for each deal: who of your teammates created it, who made changes to it, who transferred it to another stage.
• Viewing the list of your personal deals, i.e. the ones you have been assigned responsible for.

Messages management:

• Viewing messages received from your clients by email, from social media or online messengers.
• Quick reply option for each incoming message.

Reminders management:

• Setup of reminders on upcoming meetings, phone calls, or messages to be sent. Each reminder can be linked with a certain client or deal.
• Smart text analyzer automatically finds a date and time in your reminder text and sets them in the reminder settings to save your time.

Terms of service & privacy policy: https://www.webasyst.com/legal/terms/