Connectly CRM: Your Mobile Hub for Leads & Deals
Lead & Deal Overview: Connectly offers a comprehensive view of all leads and deals, empowering users to track each stage from initial contact to closing. With detailed insights and easy navigation, sales teams can stay organized and focused on their targets.
Task & Event Management on the Go: Manage tasks and events directly within Connectly's mobile CRM. The calendar view helps users stay on top of important activities, deadlines, and client meetings—making mobile productivity seamless and intuitive.
Customizable Design System for Consistency: The Connectly design system is crafted for consistency and ease of use, with a clean interface and cohesive UI elements. This system ensures that every component across the app feels connected, maintaining brand identity and usability.
Interactive Deal Stage Tracking: Visualize deal stages with Connectly's interactive dashboards. From initial lead to final contract, this feature gives users a quick overview of deal progress, helping teams strategize and prioritize their next moves effectively.
Quote Creation Made Easy: `Create and manage quotes on the fly. Connectly allows users to generate accurate quotes, helping maintain transparency and quick responses with potential clients. This feature is perfect for fast-paced sales teams looking to close deals swiftly.
All-In-One Contact Management: Stay connected with clients through a dedicated contact management system. Connectly centralizes client information, making it easy to access, update, and utilize valuable customer insights anytime, anywhere.
Enhanced Visit Logging & Case Notes: With visit logging and detailed case notes, Connectly ensures that every interaction is captured accurately. This feature enhances follow-ups and provides teams with valuable history to reference in ongoing client engagements.
Seamless Task Assignment & Collaboration: Assign tasks and collaborate effortlessly within Connectly’s user-friendly interface. With the ability to track progress and follow-up actions, teams can ensure nothing falls through the cracks, boosting productivity and client satisfaction.
