Mobile App for CRM
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Sales Leads

  • Identify and create prospective sales leads
  • Classify leads in different stages
  • Convert leads to sales opportunities

Marketing Campaigns

  • Create marketing campaigns
  • Create target groups
  • Send targeted and mass emails
  • Maintain and analyze organized database

Employee Productivity

  • Create tasks for different teams, set task priorities
  • Set calls and meetings
  • Share calendar with participants


  • Get quick access to often used information
  • Set multiple dashboards
  • Configure information widgets as required


  • Get insights into sales opportunities with various reports and graphics
  • Analyze data for accurate sales forecasts
  • Get various team performance reports

Mobile App

  • Stay connected with your data from anywhere
  • Manage your teams even when out of office
  • Stay in tune of latest business updates while on the go


  • Customize and configure to suit your business
  • Customize email and message templates
  • Customize fields, entities, relationships


  • Workflow toolsets to automate the sales process
  • Send automated follow-up emails and notifications
  • Send automated marketing emails to target groups

Customer Support

  • Customer portals to let them create cases and get support
  • Assign cases to teams, set priority for resolution
  • Update customers for case status through emails

Betrly Screenshots