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MangoApps Administrators Guide
MangoApps Administrators Guide
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  1. Modules

CRM

Setting up the CRM module

PreviousCompanyNextSetup

Last updated 1 year ago

MangoApps Team CRM improves the management and sales team experience with easy team collaboration, and effective mobile access. Help your team quickly access and take advantage of every opportunity.

Features

Sell Smarter And Faster With Domain Experts

MangoApps’ CRM gives you a space to manage all the tasks and conversations around each sales opportunity.

  • Forward sales opportunities directly into the News Feed

  • Gain insight into competitor info and make strategic business moves

  • Capture sales opportunities in seconds with custom fields & dates

Streamline Opportunity Management

Customize MangoApps to reflect company sales and forecasting stages, lead gen sources, and more. Drive processes, productivity, and consistency in a way that works for the business.

A More Focused Pipeline

Our pipeline design allows users to focus on opportunities that need attention the most. Powerful pipeline views allow sales to stay on top of every opportunity, and close more deals.

Real-Time Collaboration

Allow teams to work internally to get questions answered quickly, foster engagement with remote teams, and allow for powerful online customer presentations.

Share Quotes, Contracts, & Files

Share sales proposals, files, and contracts with colleagues, teams, or externally through public view/download links.

Prioritize Outreach

See the opportunities that should be touched first, and spend time where it matters most, to stay on top of the pipeline.

Work From Anywhere‍

Make sure that your sales teams are productive anytime and anywhere with a CRM that allows users to close deals and service customers from any device.

Integrate Existing CRMs

Integrate CRMs such as SalesForce and Siebel out of the box to sync opportunities from the respective CRM.

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