Shutpoint CRM

Tracks key performance metrics for individual employees and sales teams in real time.

Visually manages customers through different sales phases to ensure no opportunity is missed.

Locates customers and vendors to improve field productivity and performance.

Provides access to CRM functionalities on iOS and Android devices for on-the-go work.

Allows definition and management of key performance indicators and sales targets.

Implements a system for handling customer service requests (tickets) to increase satisfaction.

Enables online sales for B2B businesses, improving performance and reducing costs.

Facilitates the generation or uploading of invoices and manages the collection process.

Efficiently manages quotes and opportunities to increase conversion rates.

Sets up notifications via email or in the app to stay informed about sales team activities.

Designs and distributes evaluation surveys and digital polls to gather customer feedback.

Helps the sales team manage their time effectively to focus on closing deals.

Enables communication with clients and prospects through WhatsApp.

Designs and sends automated email campaigns without affecting domain reputation.

Controls and organizes salesperson-customer communication within the customer file.

Integrates Shutpoint with other platforms used by the company.

Allows users to structure their team's work with specific sales stages.

Enables setting requirements for following up on opportunities or quotes.

Aims to increase conversion rates and shorten the time to close deals.

Displays sales opportunities visually for better tracking.

Automatically captures and assigns leads from various sources.

Allows customization of the data structure to match the user's language.

Offers the possibility to integrate with various platforms.

Allows users to tailor sorting options to their business needs.

Directly captures leads from online channels.

Uses a Kanban view to help the sales team manage their tasks.

Provides features that act like a digital assistant for each employee (e.g., reminders).

Ensures salespeople don't forget to follow up with clients.

Helps manage schedules effectively by focusing on Key Performance Indicators.

Maintains a history of all communication with clients and prospects.

Tracks the locations of visits made to clients.

Enables salespeople to create quotes quickly from their mobile devices.

Allows salespeople to stay connected and report in real time.

Reduces the time salespeople spend preparing reports.

Provides immediate access to the sales team's performance data.

Allows setting specific sales targets for each team member.

Shows the progress of activities towards achieving goals.

Sends notifications about important events in the sales process.

Stores all relevant data in one place for easy access.

Focuses meetings on information within Shutpoint to avoid redundancy.

Distributes new leads automatically among salespeople.

Calculates the commissions earned by each team member.

Enables the creation of customized emails for customers and prospects.

Allows creating targeted email lists based on various criteria.

Facilitates sending bulk email campaigns and tracking their performance.

Sets up campaigns triggered by specific actions or recurring schedules.

Provides insights into the effectiveness of different online channels.

Connects with social media platforms for better lead interaction.

Enables the creation of landing pages to capture new leads.

Allows setting up stages for managing customer service requests.

Manages customer inquiries effectively.

Measures the performance of the customer service team.

Handles service agreements established with clients.

Facilitates ongoing communication during service request resolution.

Creates, sends, and analyzes digital surveys.

Keeps various channels open for customer feedback.