Boolba CRM features

Boolba CRM features


Main features

Mobile version

Data import/export

Menu manager

Form Wizard for 3rd party websites

Incoming emails gateways

API and events

Multi-currency



Clients, Contacts and Leads Management

Create unlimited contacts and leads

Get new leads and requests from contact forms directly to CRM

Create unlimited companies (clients) and assign unlimited contacts for every client

Follow clients social media directly from CRM

Create custom fields

Create unlimited notes

Upload files and documents associated with the client

Track and update status, monitor progress, and move leads through stages

Create unlimited events and tasks associated with the client

Track contact and lead relationship and last activity

Create and manage Contacts, Clients and Leads categories

Create and manage Contacts and Leads statuses

Create and manage Note and Events categories

Create and manage Leads sources

Manage Leads sources costs for ROI reports

Deals (Sales) Management

Upload files and documents associated with the deal

Track and update status, monitor progress, and move deals through stages

Create unlimited events and tasks associated with the deal

Create and manage Deal statuses

Create and manage Deal stages

Create and manage Deal sources

Manage Deal sources costs for ROI reports

Create custom fields

Track contact and lead relationship and last activity



Process Management

Create unlimited events and tasks

Create Workflows

Calendar sync with 3rd party calendars

Create and manage Events and Tasks categories



Goals Management

Goals dashboard

Create an individual, team or global goals

Create limited-time goals (day, week, month...)

Create goals to track sales sum

Create goals to track the number of sales

Create goals to track the number of new deals

Create goals to track deal stages

Create goals to track closed tasks

Create goals to track the number of new notes

Team management

Create unlimited staff users

Create unlimited teams and departments

Manage roles and privileges

Manage agents commission

Sales managers commission online report

Morning Coffee Report by email

Timezone settings for every user



Reports

Sales dashboard report

Agent commission report

Sales report by staff user, stage, status, date...

Sources report

ROI report

Notes report by staff user, date and note category

Create custom reports

Companies, Contacts, Leads and Delas filters

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