Keep Track of Customer Transactions and Generate Revenue Through Upselling and Cross-Selling.

Segment Accounts
Track Transactions
Build Strong Relationships
Identify Opportunities

Create and Manage Multiple Accounts

Employees from various hierarchies deal with different departments within the same company. Worksbot CRM is an effective account management software that helps you create multiple accounts within a single company and allows you to connect these accounts to the parent account to ease your business operations. View all the accounts created under a single organization and operate them efficiently.

Identify the Lead Source

Create accounts combing lead data as per your requirements. Identify the lead source immediately once you open your account and segregate the data according to their sources for creating more optimized campaigns. Obtain the best marketing tactics to target your audience and send the right message to the right person.

Account Document Management

The account management module in Worksbot CRM software helps you communicate better by letting you upload the appropriate documents in just a click. Instantly upload and send documents from the cloud database via your desktop or mobile phone to close deals quicker.
Worksbot CRM's sales account management system aids you with all information related to your clients while dealing with them and making them understand the ongoing deals. This helps you make upselling and cross-selling easier and quicker with existing clients.

Account Reports and Dashboards

Worksbot CRM's robust reporting capabilities help you identify high revenue-generating accounts for you to prioritize your service. Use color codes to highlight the accounts that require immediate attention. Customizable dashboards provide you with a 360-degree view of an account, helping you strategize and close deals faster.

Real-time Notifications

Keep your finger on the pulse of your customers' activities with real-time information monitoring feature in our CRM software. Get notified immediately and address the needs in no time. Receive desktop, mobile phone, and email notifications when customers raise queries and solve them on-the-go. Delight your customers by offering them superior experience with the least response time.

360-degree View of an Account

The account management module in Worksbot CRM system unifies all customer information on a single platform. It allows you to view individual client details, such as ongoing projects, deals accepted, history of the accounts, etc.
Use our CRM software to track project progress by viewing their status and motivating your sales team to close deals faster. Proactively send status updates to the clients from within the CRM to promote a coordinated project management environment. Modify your customer interactions to personalize your communications according to the available account information.
Asset Management
Real Estate Management
Courier Management
Project Management
Facilities Management
Professional Services