Struggling to keep up with generated leads? Work’sTruly can help you assign salesmen to leads, record interactions with them, schedule follow-ups, and close leads successfully.
Verify GSTIN for parties right into the app without leaving it. You can even set verified information to party details with just a tap.
Different parties have different schedules and visit time preferences. You can record visit times in terms of days and hours when the party would be available to meet.
There is an intelligent assignment to newly added parties in place. One can assign members to existing parties, manually too.
Don't just orally update your team about interactions with leads. Record all the interactions like phone calls, meetings, postal, etc. with respective details.
Recording data into the app is not enough. Get to know whether the lead is still open, in progress, or closed, and update the statuses from the field.
Get notified about sheduled follow-ups in real-time.
Just tap and get in-depth reports about lead generation trend, lead connection trend, average time taken to close leads and leads grouped by status.
Make finding information easy for team members by setting up module access.
Every module data and report can be exported to Excel Sheets and PDF Documents.