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Marketing Module

The Marketing Module core functions include the management of prospects and opportunities, e-mailing, monitoring sales cycles, creation of marketing campaigns, quotations and orders as well as sales reports and forecasts.
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Jump start your business with our Sales and Marketing Module.

Follow-up Leads, create Opportunities, send Quotations and book Orders. All from within the system.

Client360 Marketing Module

Marketing management is a business discipline which is focused on the practical application of sales techniques and the management of a firm's marketing operations. Client360 Marketing module allow you to manage and classify your sales orders on a structural and hierarchical system. It gives you the ability to create new orders and review existing orders in their various states. Order confirmation automatically triggers delivery of the goods, and invoicing. Customize your sales cycle by configuring sales stages that perfectly fit your sales approach.  Client360 Cloud ERP allows you to create your own templates for the stages. Control statistics to get accurate forecasts to improve your sales performance at every stage of your customer relationship. Get access to the right information to make smart decisions. Get the insights you need to make smarter decisions. Design custom dashboards to get a picture of your business at a glance. Dig deeper with real-time reports and flow charts that anyone can create and share.

A great kanban view to track your pipeline:

Track your opportunities pipeline with the revolutionary kanban view in few simple steps. Work inside your sales funnel and get instant visual information about next actions, new messages, top opportunities and expected revenues. Get your opportunities organized to stay focused on the best deals. Manage all your customer interactions from the opportunity like emails, phone calls, internal notes, meetings and quotations. Follow opportunities that interest you to get notified upon specific events: deal won or lost, stage changed and new customer demand, etc.

Lead Management Made Easy:

Create leads automatically from incoming emails. Work with the email applications you already use every day. Route, sort and filter incoming emails automatically. Client360 Cloud ERP handles incoming emails and route them to the right opportunities or sales team. New leads are created on the fly and interested salespersons are notified automatically. Analyze leads efficiency and compare performance by campaign, department, channel or sales team. Find duplicates, merge leads and assign them to the right salesperson in one operation. Spend less time on administration and more time on qualifying leads. Use  Client360 Cloud ERP marketing campaigns to automate lead acquisition, follow ups and promotions. Optimize campaigns from lead to close, on every channel. Make smarter decisions about where to invest and show the impact of your marketing activities on your company’s bottom line.

Schedule Meetings

Schedule your meetings and phone calls using the integrated calendar. You can see your agenda and your colleagues’ agenda in one view. As a manager, it’s easy to see what your team is working on right now and to set up a timeline for certain tasks.

Take Notes:

Use notes to write meeting minutes, organize ideas, organize personal todo lists, etc. Each user manages his own personal Notes. Notes are available to their authors only, but they can share notes to others users so that several people can work on the same note in real time. It's very efficient to share meeting minutes.

Client360 Modules Features

Great features @ Great Price

... More Features

More features @ Less Price

Tightly Integrated

Modules are independently and interdependently integrated.

Easily Upgradable.

Add, upgrade or modify any modules.

Versatile Operation

Modulewise operation and functionality. 

Great Functionality

All areas of your business operation comprehensively covered.

Easily Configurable

Each functionality easily configurable to suit your needs. 

Analytical Reporting

Analytical reporting at its best with lots of flexibility. 

Many companies run Client360 to grow their businesses.

Join us and make your business bigger, better and more efficient.