Our Products

Account Management

InstaView365 provides 360 view of account details with Associated Contacts, Leads, Opportunities, Tasks, Meetings and Order along with their Invoices.

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Contact Management

Contacts can be associated with Accounts, Leads, Opportunities and Tasks.

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Website to Lead

Instaview365 CRM integrates web forms on a website by exposing Restful API’s for capturing of information.

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Lead Management

Collecting leads and managing them are the initial stages in the sales process. Leads can be obtained through trade shows, websites, seminars, advertisements, marketing campaigns etc.

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Lead Scorer and Qualification of Leads

Instaview365 provides lead scoring/qualification feature which help in qualifying the leads.

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Opportunity Management

Along with new deals, opportunities can be created for existing customer. Details of existing customer/account is stored in Instaview365 CRM which can be linked while creating opportunities for existing customer/account.

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Funnel Score OR Opportunity Scorer

Instaview365 provides Funnel scoring/qualification feature which help in qualifying the leads.

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Task Management

Task module in Instaview365 CRM is used to keep track of all activities like tasks, meetings, calls, events.

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Schedule Management & Create Minute of Meetings

Instaview365 allows the application user to schedule meetings.

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Product Catalog & Product Pricing

Instaview365 allows a user to Create/maintain a Product Catalog with multiple customizable price and discounts as per business needs

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Organization Chart Mapping

Effectively organization chart can be created right inside Instaview365 CRM by configuring contacts associated with Lead/opportunity.

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Quote Management

Instaview365 Quote management module provides an intuitive interface with an extensible platform serving the needs of business for all sizes.

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Order Declarations

The Sales Order declarations is a confirmation document sent to the finance team before delivering the product/licenses/services.

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Dashboards

Instaview365 Dashboards show real time insights into customer data like Revenue, Order Booking, Opportunities, Account, Task etc.

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Invoice and Payment Management

When a customer places an order, Invoice can be created from system to bill them for the order.

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Dynamic Reporting

Instaview365 provides inbuild grid to show real time insights to analyze sales performance to gain deeper understanding of customers.

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Contract and Renewal Management

Contracts can be build and stored in central location in Instaview365 Contract & Renewal management where user can easily view all contracts, amendments and relevant information in single click.

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Unified Desktop- 360 View of Customers

In InstaViiew365, all the data can be accessed, visualized and interpreted in a single click at your command.

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How can we help you?

Contact us at the InstaView365 office nearest to you or submit a business inquiry online.

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