Kranzar sales CRM
What Kranzar does for your sales
Kranzar keeps every enquiry, every deal and every quotation of your business in one place. Each person sees what to do today, and you see how every opportunity stands.
From the first enquiry to the order
Leads
Record each enquiry with the product it concerns and the date of the next follow-up. When it becomes serious, convert it into a deal in one step.
Deals
Each deal moves through eight fixed stages, from New to Won or Lost. Its value, closing date, source and next follow-up are always in view.
Accounts and contacts
Every customer is an account with its GSTIN, and every person is a contact. Duplicate customers and contacts are prevented before they are saved.
Products
Your products and services, with prices and GST rates. Inventory, with stock in, stock out and FIFO or LIFO valuation, can be switched on when you need it.
Enquiries arrive as leads by themselves
Connect the enquiry form of your website, and your IndiaMART listing, to Kranzar. Each enquiry becomes a lead at once, with its source, the product asked for and the next follow-up date already set, and it is given in turn to the members you choose. An enquiry that your rules hold back waits on the Leads page for review.
Follow-ups that happen on time
Reminders
Each follow-up carries a date, and on a deal a time. Kranzar reminds the right person before it falls due.
A morning email
At 7:00 each morning, each salesperson can receive a list of the follow-ups that are overdue, due today and due this week.
Key events (Enterprise)
One page lists what requires attention: deals without a follow-up date, deals that have not moved forward, and quotations waiting for an answer.
Quotations your customer approves online
Prepare a quotation with GST from the deal, print it, or share a link that only your customer can open. The customer approves, rejects or sends feedback from the link. See the quotations page for more detail.
Control for the owner
Approvals
Quotations, deal handovers and other requests can wait for the administrator's approval before they take effect.
A full history
Every change to a record is kept with the date, the time and the name of the person who made it. The audit log is kept for one year.
Who sees what
An administrator, supervisors, users and viewers each see only what is meant for them. Records can be locked against any change.
Targets
Set a monthly sales target for the team and for each member, and see progress on the dashboard.
Everyday convenience
On every device
Your laptop, tablet and phone show the same records. Kranzar can be added to the home screen of a phone.
Your existing data
Bring in leads, deals, accounts, contacts and products from an Excel or CSV file. Rows with a problem are returned to you with the reason.
Restore what was deleted
A deleted record goes to a recycle bin, from which its owner can restore it at any time.
Weekly backup
Your data is backed up every week.