Get all statistics in daily morning mail
Well begun is half done! MeraCRM wishes you in the morning at tea time with all statistics that you need to plan the day. Emotions may tell different story, but numbers give a clear picture of your day.
Get daily schedule on the morning mail to know the tasks planned for today.
Never forget your follow ups
With Follow ups, you can also set up SMS and Email reminders to remind you even when you are not connected. You can also divide your follow ups in small parts and assign them to your colleagues.
Work Diary for everyone
All executives keep work diaries. But sometimes a page is not enough for a productive day and you can't take down the notes for next year. Work Diary is unique concept of MeraCRM that helps you see customer's birthdays or anniversaries and other things you need to do, from a task to a meeting with all minute details. Printing worksheet, Shared Diaries and on click work report eases the team's work.
Daily task management
Workdiary feature to look on
the pending and to do
tasks all at one place.
Creating a Follow up
Fill up the details and create
a new follow up
of your task in advance.
Information on mouse tip
Take your mouse pointer
on the Follow up to get
all the information.
Choose what to see
Apply filter to select the
data you want to view
in the work diary
Printing daily work sheets with required details
In India we are not connected all the time and sometimes our team just prefers paper instead of computers. With MeraCRM worksheet, you can print your daily work or summary of your team's particular day's work for managers. Worksheet are still common with Indian businessmen!
Find customers who need more attention
Its fact that constant communication with customers gives you more business. MeraCRM closely monitors the activities of each customer and gives you the list of customers with whom you should talk.
Filter customer data for better communication and new business opportunities.
