HTC Salesoffice App lets you manage your clients and business on the Fly. It becomes your personal sales assistant to manage your daily activities and keep track of your opportunities. HTC Salesoffice is a one stop solution to track and manage clients of HTC, Ciber and CareTech across verticals.
Managing business relationships with new & existing customers is never easy in todays world. This app makes it easy for you to manage all your accounts (Individual & Enterprise) across the globe.
It is important for every business to connect to the potential contacts and nurturing the relationship with them. With HTC Salesoffice you can be on top of everyone by managing the contacts in an efficient way.
This app helps you to capture, track, manage leads across all sources and facilitating the sales people towards conversion and business opportunities.
Start your day with clear overview of your scheduled tasks, call logs and appointments to better manage your day without any hassle.
Features:
- Secure Login with OTP
- Get what you need based on user type and role you have been assigned to
- Manage Accounts - Create, Edit all your accounts
- Manage Contacts - Create, Edit contacts, and Call your contacts from the app.
- Manage Leads - Create, Edit Leads and change status of the leads
- Manage Opportunities - Create, Edit and change status of the opportunities
- View & Attach contract and business related documents (image, word, pdf) along with notes
- Create Task for Accounts, Contacts, Leads & Opportunities
- Create Call Log for Accounts, Contacts, Leads & Opportunities
- Create Appointment for Accounts, Contacts, Leads & Opportunities
- Lead & Opportunities approval requests for Executive Heads & Directors.