Chakra Sales

Additional features

Notes

Allows users to capture and store important notes related to leads, deals, and contacts for better record-keeping.

Email Campaigns

Enables the creation of sequence-based email campaigns to nurture leads effectively over time.

Email Sync

Integrates with email accounts to keep track of email correspondence and associated leads in one central location.

Sales Reports

Offers standard sales reports and the ability to create custom reports and dashboards for in-depth sales performance analysis.

Automated Assignment

Automatically distributes leads and deals to sales representatives using either a round-robin or load-balanced approach.

Notifications & Reminders

Alerts users about crucial events, such as lead assignments or deal status changes (won/lost).

Custom Layouts

Provides the flexibility to modify the details screens to display the most important information for each business.

Customizable Fields (Leads)

Enables users to tailor lead record fields to capture specific information relevant to their business.

Detailed History (Leads)

Maintains a comprehensive history of interactions and changes related to each lead.

Pipeline views (Deals)

Offers visual representations of the sales pipeline to track the progress of deals through different stages.

Deal Forecasting (Deals)

Provides tools for predicting future sales revenue based on the current stage and probability of closing deals.

Deduplication (Deals)

Identifies and helps merge duplicate deal entries to maintain data integrity.

Model companies/accounts (Accounts)

Allows for the organization of contacts and deals under specific company or account entities.

Business specific fields (Accounts)

Enables the customization of account record fields to capture industry-specific or business-related information.

Multiple phone numbers/email addresses (Accounts)

Supports the storage of multiple contact details for each account.

Auto sync to/from phone (Contacts)

Automatically synchronizes contact information with users' mobile devices.

Deduplication (Contacts)

Identifies and helps merge duplicate contact entries.

Create Contact groups (Contacts)

Allows for the organization of contacts into specific groups for targeted communication or segmentation.

State specific tasks (Tasks + Reminders)

Enables the creation of tasks with specific statuses or stages.

Reminders and notifications (Tasks + Reminders)

Provides alerts and reminders for upcoming or overdue tasks.

Calendar view for tasks (Tasks + Reminders)

Displays tasks in a calendar format for better visual management.

Sequence builder (Campaigns)

Offers a tool for creating automated, multi-step email sequences for lead nurturing.

Click + Open tracking (Campaigns)

Monitors email engagement by tracking clicks on links and email open rates.

Re-usable email templates (Campaigns)

Allows users to create and save email templates for consistent and efficient communication.

Native Mobile App (Platform Features)

Provides a dedicated mobile application for accessing CRM functionalities on the go.

Custom Objects (Platform Features)

Enables users to create custom data objects beyond the standard leads, deals, accounts, and contacts to fit unique business requirements.

APIs, Webhooks & Plugins (Platform Features)

Offers robust APIs and a plugin ecosystem for integrating Chakra Sales with other existing tools and technologies.

Whitelabeling (Platform Features)

Allows businesses to add their own branding to Chakra Sales, making it appear as their own internal system.