Sell Faster & Manage Revenue
MODERN USER INTERFACE
An intuitive user interface designed for sales. A dashboard for a better overview of the sales activities. Useful tips and best practices to configure
and deploy your CRM.
REDUCE DATA ENTRY
Get Leads automatically created from emails, VoIP calls. Send quotes in just a few clicks, manage your pipeline with drag & drop, etc.
MOBILE
Sell on the road with Manage My - Customer's mobile user interface, working even if you don't have an internet connection.
LEADS
Leads Nurturing
Create campaigns to automatically send emails tailored to the lead segment and activities of the lead.
Deduplication
Get proposition of leads to merge when converting a lead into an opportunity. Create contacts automatically based on leads.
Live Chat
Activate Our Live Chat on your website to talk to your visitors and convert them into leads. Define rules for key countries or pages.
Leads Scoring
Score your leads based on explicit and implicit criteria (on pages viewed, localisation, time). Define different actions based on lead score and team assignation rules.
Important Leads
Easily import prospects files with Our column matching tool.
Assingnation Rules
Define your own rules to assign leads to the right sales team or sales person based on quotas and segments.
Online Acquisition
Get more than 30 marketing apps to boost leads acquisition from your website: Search Engine Optimization tool, SEA, form builders, etc.
Call-to-Actions
Optimize leads acquisition with MMB's five call-to-actions and the a/b testing tool.
GeoIP
Detect countries, states and cities of leads automatically from your visitor IP address
OPPORTUNITIES
ACTIVITIES & CALLS MANAGEMENT
Lorem ipsum dolor sit amet, consectetur adipisiciOrganize sequence of activities per opportunity. Schedule activities. Log every activity immediately in the opportunity's chatter with predefined actions. Track, log and analyse the activities of your team.ng elit, sed do eiusmod tempor incididunt.
PLAN NEXT ACTIONS
Plan next actions and schedule your daily work based on most important opportunities and tasks.
PIPELINE MANAGEMENT
Get a clear overview of the opportunity pipeline. Work faster with the drag & drop interface. Set up specific stages for each sales team. Possibility to create sub-stages to better organize the processes.
360° VISIBILITY
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CUSTOMIZE STAGES
Customize your pipeline by adding description on stages.
SCHEDULE MEETINGS
Schedule meetings from the opportunity of customer. Sync with mobile phones and Google calendar.
LOG CALLS
Log calls or trigger VoIP calls in just a few clicks. MMB proposes to automatically reschedule the next action after the call.
Customers
Multi-Address
Have multiple addresses and contacts for a single company.
Customer Preferences
Set customer preferences easily: language, delivery methods, financial data, etc.
Full History
Get the full history of activities attached to any customer: opportunities, orders, invoices, total due, etc.
Address Book
Get a clear address book shared amongst your sales persons.
Efficient Communication
CUSTOM ALERTS
Follow key opportunities in just a click and get alerts based on relevant activities.
VOIP
Create a dial queue on customers or opportunities, call from the browser automatically or manually. Log calls automatically, open the customer form, automate next actions, etc. Reschedule or send email for failed calls. An auto pop-up is generated for receiving calls. Integrated with Asterisk v13.2 VOIP server.
EMAIL TEMPLATES
Create template of emails for most common communications with your customers or opportunities.
Reporting
Dashboard
Click on the icon to adapt it to your feature
Opportunity Analysis
Analyse your opportunities pipeline with advanced filters, grouping, drill down, etc.
Lead Analysis
Get statistics about your sources of leads to evaluate the ROI of your marketing campaigns.
Email Gateways
Get all your email communications automatically attached to the right opportunity. Create new leads automatically based on incoming emails.