Manage Dropdown Values Efficiently
Add, edit, or remove values for dropdown fields used in other modules like Leads, Deals, and Contracts.
Keep your CRM data clean and uniform by standardizing input options across the system.
Customizable Lead & Deal Stages
Define the exact stages your leads and deals go through, ensuring a sales process that matches your organization’s workflow.
Helps track progress and identify bottlenecks more effectively.
Industry and Priority Setup
Create and manage a list of industries and priority levels to categorize companies and leads easily.
Makes segmentation, reporting, and analysis more organized.
Contract and Deal Type Configuration
Set up multiple contract and deal types to match various business models or client requirements.
Enables accurate tracking and reporting of sales performance by type.
Lead Source Customization
Maintain an up-to-date list of lead sources (e.g., email, web form, campaign).
Helps monitor which channels bring the most conversions.
User-Friendly Interface
The clean, simple layout makes updating dropdown options quick and error-free — no technical knowledge required.
Enhanced Control: Gives admins full flexibility to define how the CRM behaves and what values appear across modules.
Consistency Across Data: Reduces confusion and errors by using standardized terms across all sales activities.
Improved Reporting: Standardized dropdowns make data analysis and report generation more accurate.
Scalability: Easily adapt system settings as your business evolves without needing developer support.
Efficiency: Saves time by centralizing configuration tasks in one place.
