Swivel CRM is an advanced mobile app that provides comprehensive features and tools for the professional CRM system.
Features:
Dashboard Window
Sales Teams budgets and sales volume set up
Daily communication log with customers
Number of quote generation with quote reference #
Campaign email blast
Sales assessments and financial forecast
Keep track of the number of customers and their progress
Sales Tools
Generate sales quotes using CRM built-in tariff systems
Search for tariff by POD and POL
Copy an existing quote and generate a new quote
Download sales activities to Excel format
Download carrier rates to Excel
Sales Opportunities
Mobile app available to work remotely
Cloud CRM provides analytical reports
Calendar planner integrated with the business calendar
Keep track of sales quotes per customer inquiry
Sales Quotes Process
Create a quote email directly to the customer for approval
Once the quote is approved by the customer
Create a booking in CRM and sync it into ERP
CRM keeps track of rejected quotes in the system