Work Process
Step One
Whenever a client sends a mail, convert a mail into a lead by clicking on the extension.
Step Two
The potential businesses are converted into leads and can be contacted further. Rest of them are filtered out.
Step Three
Contact the lead, discuss their requirements, and finalise the business.
Step Four
Create multiple tasks, deadlines, follow ups, and assign them to the team and work on it for the desired output.
Step Five
Use various resources available in the platform, accomplish the tasks, and provide an expected solution.
Step Six
Send an invoice including the brief description of tasks which has been done; to let the client know what they are looking for.
Step Seven
Once the payment is received, record the payment details including the invoice date, payment date, amount, etc.
Step Eight
Check the current stage, compare the performance, and increase more leads via reports available.
Step Nine
Send an invoice including the brief description of tasks which has been done; to let the client know what they are looking for.