CRM Roongta

Roongta Developers

About this app

Roongta's mobile CRM app acts as your personal sales tool, keeping you in the know whether you're at your desk or on the move. Streamline your workday by adopting a mobile CRM system.

The CRM app takes care of your CRM requirements on the go, and helps boost mobile sales productivity with features like search, call, email, check-in, locate leads nearby, and notifications. With a highly interactive, user-friendly interface, Roongta's mobile CRM is perfect for field sales.

Start your day with an overview of your scheduled activities, and plan your workday accordingly. View all your upcoming calls and meetings and overdue activities.



Whether you're single handedly managing all your sales or you are managing a large team of highly motivated sales team, Roongta's mobile CRM helps you increase your productivity and retain your business from anywhere.



Manage your day
Start your day with already planned events or tasks and add new tasks on the go. Tap into any follow up and find out total history. Call any opportunity from the task list, complete the task and update remarks on the go. Group your tasks according to type, status and priority and efficiently handle your day. You can even record your meeting time and gps location for any meeting.



Track your performance.
Get notified for all new inquiries and have a real-time view of your business from the palm of your hand. Check work schedule of your team and assign tasks easily. Have stage wise opportunity counts anytime.



Quick Communication and Material sharing
Use predefined email and sms templates and share them using SMS, Email. Reach with your clients easily and forward information quickly.

Client Profile Creation and Tracking

Associate Profile Creation and Tracking

Lead Management 

Request / FeedBack Management

Timeline of User

Social Media Share

Workbook

• Day to Day work reflection of App User

Feedback

• From admin feedback to App User

Lead

• Follow Ups, Reminders,Lead status

• To Do List


• Day Planner, Task- Details, Date of Completion (DOC), Overdue tasks

• Quick Search


• Search any prospect directly

• Automations

• SMS/Email Rule base,Birthday Sms, Anniversary Sms




• Contact Book


• Activity Cycle


• Client and Associate WorkBook Tracking