$99/month – Comprehensive Relationship Manager Solution
Our CRM + Lead Tracking solution provides a complete customer relationship management system on the Pyrus Platform, giving you the tools to effectively capture, nurture, and convert leads into loyal customers. This centralized system brings all your customer interactions into one accessible location while providing robust tracking and reporting capabilities.
Core Technical Components & Deliverables:
1. Contact Management System
- Centralized contact database for storing all prospect and customer information
- Automated lead capture from website form submissions
- Manual contact entry options for sales team-generated leads
- Contact organization tools with custom fields and tagging capabilities
- Mobile access to your entire contact database via dedicated app
- Activity history tracking for each contact
- Notes and document attachment functionality
2. Sales Pipeline Management
- Custom pipeline creation tailored to your specific sales process
- Customizable stage definitions to match your business workflow
- Visual pipeline display showing leads at each stage
- Opportunity tracking with deal values and probability estimates
- Sales forecasting capabilities based on pipeline status
- Win/loss tracking with value assignment for closed deals
- Performance analytics to identify bottlenecks and opportunities
3. Task Management & Follow-up System
- Task creation and assignment for follow-up activities
- Automated reminder notifications to ensure timely follow-ups
- Calendar integration for scheduling activities
- Team collaboration tools for businesses with multiple salespeople
- Activity logging for calls, emails, and meetings
- Mobile notifications for new leads and upcoming tasks
4. Optional Upgrades
- Live website chat integration with automatic lead creation
- Facebook Messenger connection feeding conversations into the CRM
- Appointment scheduling system with:
- Online booking capabilities for prospects
- Calendar synchronization to prevent double-booking
- Automated appointment reminders
- Meeting link generation for virtual appointments
5. Reporting & Analytics
- Sales performance dashboards with key metrics visualization
- Conversion rate tracking throughout the sales funnel
- Lead source analysis to identify most valuable marketing channels
- Sales cycle analytics to optimize your process
- Custom report creation for specific business needs
- Revenue tracking with projected vs. actual analysis
