CRM with built-in telephony!

Imagine a tool that not only visualizes each stage of your sales, but also allows you to individually customize each phase of the funnel, corresponding to the characteristics of your business.

This is not science fiction, these are sales funnels in our CRM !

At the same time, you can create several funnels for transaction leads or repeat touches, which will allow you to increase profits and improve relationships with customers. Each of the funnels can be linked to a number, email or external form on the website. 

You will no longer have to look for lost records, email messages, transactions, documents, or try to remember the content of your last conversation with a client.

With our interaction history functionality, you will always be aware of all the details of your communication with clients!

• Receive detailed reports on sales and key tasks.
• Track progress towards goals on your dashboard.
• Monitor the status of employee phones and communication channels to make operational management decisions decisions.

• Automatically fill out documents with data from IPTel CRM.
• Send commercial proposals, invoices, acts and contracts faster, reducing the amount of manual copying of information and the number of errors.
• Create templates documents that will automatically extract products from your catalog or information from any field in IPTEL CRM.

• Generate qualified leads for your sales funnel using fully customizable online forms hosted on your website.

All data filled out on the site will be automatically enter the lead fields, which saves managers time on manual processing of applications.

Our CRM solutions go beyond standard features. We understand that every business is unique, and often standard data sets cannot meet all of a company's needs. That's why our CRM provides the ability to create custom fields for leads, contacts and companies!

• Create letter templates with embedded document templates and the ability to insert fields from the card into the body of the letter or attached document.

This will save a lot of time on manual, template work on sending proposals, creating contracts, sending accounting documents.

Forget about uncertainty and misconceptions when talking with a client. Our CRM not only stores all your contact data, but also provides the unique ability to add sales scripts directly into the system. This ensures that you always have the best communication practices at your fingertips!