Customer Data Management (CDM)
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Contact Management Centralizes client, vendor, and team contact details for easy access and communication. -
Account Management Manages customer profiles, financial history, and project status in a unified dashboard. -
Customer Profiles Detailed dossiers containing project preferences, feedback, and interaction history. -
Contact Segmentation Categorizes leads and clients by project type, value, or status for targeted outreach. -
Activity History Logs every interaction, note, and file shared between the firm and the client.
Sales Management
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Lead Management AI-powered tracking from capture to conversion across WhatsApp, calls, and social media. -
Contract Management Generates and tracks professional contracts, purchase orders, and project agreements. -
Order Management Simplifies procurement with vendor RFQs, purchase orders, and material movement tracking. -
Quote Management Advanced 'Quotation Generator' for modular kitchens and wardrobes with room-wise breakdowns. -
Sales Forecasting Tracks deals won, revenue trends, and conversion rates to predict future business growth. -
Deal Management Visual sales pipeline to track project status from initial inquiry to final handover. -
Sales Automation Automates repetitive sales tasks, follow-ups, and lead assignments to the team. -
Workflow Automation and Management Trigger-based workflows for approvals, material requests, and status updates. -
Opportunity & Pipeline Management Visual pipeline tracking to manage various interior design opportunities simultaneously. -
Territory Management Assign, monitor, and optimize sales territories to improve regional sales efforts.
Reporting & Analytics
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Predictive Analytics AI insights (Daizy AI) help forecast project health, budgets, and material requirements. -
Real Time Analytics Provides instant insights into site progress, lead status, and project financial health. -
Campaign Performance Analysis dashboards track the effectiveness of lead sources and conversion campaigns. -
Custom Dashboards Tailored visual summaries of project finances, timelines, and team performance. -
Sales Performance Reports Detailed reporting on deals closed, revenue per designer, and lead conversion speed. -
Customer Insights Analyzes client feedback and behavior to improve service delivery and satisfaction. -
Forecasting & Trends Identifies industry trends and internal business patterns using AI-powered data. -
Performance Tracking Monitors team productivity, site attendance, and task completion rates live.