Viindoo CRM Software

Visual Kanban pipeline · Activities & scheduling · Forecast reports · Predictive lead scoring · Drill-down dashboards

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Why Viindoo CRM software?

04 capabilities focus for every business owner and sales manager: visibility, control, execution discipline, and forecasting.

01

Clear, controllable pipeline

Only one unified platform captures leads, structure into “clean” view to make decisions faster.


02

Disciplined sales execution

Manage meetings, calls, and follow-ups per lead directly inside the CRM.


03

Revenue forecasting

Forecast deals by expected closing date to allocate resources and set realistic targets.


04

Dashboards drive action

View real time performance, open the underlying records. Goodbye manual Excel reporting.


A “living” pipeline shows how sales teams actually work

The entire team shares one common language

Centralized lead capture & standardized input data

Reduce leakage at the very top of the funnel.

 synchronized every discussion of internal & external teams
 capture every activity types (call/meeting/email) and deadlines.
 synchronized every discussion of internal & external teams

Revenue forecasting

Gives managers visibility into future cash flow

 Help sales team proactively adjust deadlines to stay on target.
 Monitor expected closing date
 Resource prioritization: identify thin months early and supplement pipeline in time


Visualized real-time report with 100% precision

  • Instant, automatically updated reports, visualized in the form of Column Chart, Line chart, Pie chart, Cohort Chart, Pivot, etc with filters and groups. Easy to customize according to your needs.
  • Evaluate trends, buying habits, customer needs, customer segments.
  • Analyze business opportunities, customer sources, sales channels, sales effectiveness and closing rates, effectiveness of Marketing, advertising campaigns, etc.

Key Features

Plan every actions 

Ensure every touch with customers will never be missed


Convert & merge leads​

Show the “Similar Leads” smart button and convert/merge actions.


Conversion Rate analysis

Sankey flow visualization


Automate Lead acquisitions 

Automatic lead creation from email aliases (e.g. sales@company.com)

Website contact form → CRM lead

Automate stock movement between locations using predefined logistics and fulfillment rules.


Live Chat → Lead / Opportunity creation

Social lead creation


Fully integrated with other Viindoo applications

Website

All-in-one website builder

Live-chat

From visitors to leads

Social Marketing

From fan to leads

Email Marketing

From subscribers to leads

Events

From attendees to leads

Sales

From leads to sales orders

Viindoo Invoicing icon

Invoicing

Invoices and payments

Frequently Asked Questions

Firstly, it's crucial to establish the sales metrics you'll be tracking. Then, when creating a sales dashboard, one of the most critical aspects is selecting a tool that is flexible and customizable enough to accommodate various tracking purposes. Viindoo Sales Dashboard stands out in this regard, offering centralized and real-time updated data to effectively organize your sales performance dashboard.

Viindoo Software isn't merely a management tool; it's designed for seamless inter-communication among all team members within the company. With Viindoo Sales Dashboard, salespeople have the ability to actively filter and group data, personalize their dashboard, and track sales performance over choosen periods. Meanwhile, Sales Managers can efficiently decentralize operations, overseeing their sales team's performance with a simple click within the Sales Dashboard interface, enabling them to develop productive sales strategies.

To explore the features of Viindoo's Sales Dashboard, start by signing up for a trial on the Viindoo website. Once registered, navigate to the Dashboard and click on the "Sales" option in the interface's left-hand menu. Before delving into the Sales Dashboard features, ensure that you've initiated the Sales application to collect and track sales data effectively.

Start with Viindoo to increase the competitiveness of the Enterprise

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