LuitBiz CRM Features & Benefits

What does LuitBiz CRM offer & what are the benefits?

Sales Pipeline: LuitBiz CRM helps you close more deals instead of maintaining silos of unworthy customer data in spreadsheets. Move your focus to each and every deal, create custom stages to fit your business needs and start paying attention to your sales pipeline.

Opportunity Management: LuitBiz CRM allows you to maximize the value of your sales opportunities early in the sales cycle with an accurate, detailed record of each opportunity. Your sales team can get a complete birds-eye-view of each lead and prospect, their exact requirements, communication history and tender information in real time right from their role based dashboard. The opportunity management functionality of LuitBiz CRM is vital in all industry verticals. This tool can be used to reap significant returns on sales force automation investments. Using this feature, you will see all your sales leads arranged by your sales reps for each of your companies. You can even track multiple leads to get insight into each contact, conversation and unique opportunity. Moreover, you can view all potentials, quotations, orders, closed sales, projected sales, probability of the close of sale, and weighted amount for each of these transactions in LuitBiz CRM. The opportunity management module eliminates redundant data entry and significantly speeds the sales cycle.

Quotations & Invoices: Your sales representatives can generate a PDF quotations & invoices and email it to customers along with reference documents from LuitBiz DMS directly from LuitBiz CRM in just a few clicks. The quotation & invoice communication audit trail is completely stored in LuitBiz CRM and can be referred to at any time. This will help your company in forging better and long lasting relationships with your customers and complete deal lifecycles.

Sales Forecasts: LuitBiz CRM helps you make intelligent sales forecasts for your sales representatives. The rich forecasting tools of LuitBiz CRM allows your sales managers to have complete visibility into sales opportunities of the sales representatives with the ability to make necessary adjustments as deals progress. The role based dashboard of LuitBiz CRM allows your sales managers to have a quick snapshot of the sales budget and performance helping them to stay current with instantaneous, real-time insight into sales opportunities and how they will impact your monthly and quarterly targets.

Task Management: LuitBiz CRM never lets you miss a call, meeting, task or follow up. You will always be alerted on your dashboard everyday when you have a to-do task and will be able to store notes related to the task. You can plan your activities and mark their completion. LuitBiz CRM gives you the convenience of managing all your business activities and events right from your account.

Document Management: LuitBiz CRM can pull sales documents directly from LuitBiz DMS as they share the same database. These documents can go through complete version control and workflow in LuitBiz DMS and once they are ready, they can be pulled to LuitBiz CRM to be sent to customers as attachments to tenders. This ensures that the correct and approved version of the document is sent to the customer.

Sales Reports: The ad-hoc reporting tool of LuitBiz CRM allows you to get at-a-glance view of the health of your business in real time. It allows you to create reports on data you would like to see. It allows you to take control of day-to-day issues, and run reports frequently to analyze specific areas of your business.

LuitBiz CRM gives your business gain an edge over your competitors by:

  1. Helping you develop better relationships with your customers that leads to increased sales through better timing by anticipating needs based on historic trends
  2. Helping you to cross-sell your other products by highlighting and suggesting alternatives or enhancements
  3. Helping you to identify which of your customers are profitable and which are not
  4. Helping you market your products or services better by focusing on effective targeted marketing communications aimed specifically at customer needs
  5. Helping you gain enhanced customer satisfaction and retention, ensuring that your good reputation in the marketplace continues to grow
  6. Helping you to get increased value from your existing customers and reduced costs associated with supporting and servicing them, increasing your overall efficiency and reducing total cost of sales

The benefits of a SaaS CRM Software like LuitBiz CRM are:

  1. Low Entry and Total Cost Of Ownership (TCO): elimination of capital expenditures and dramatic reduction in IT salaries
  2. Low Implementation Risk: faster implementations and outsourced expertise dramatically lower risk
  3. A more powerful and secure IT infrastructure: few organizations can match the infrastrucure and security investments made by SaaS vendors
  4. Anywhere, anytime access: available from any computer or any device - any time, anywhere - an Internet connection is the only infrastructure you need to use a SaaS CRM
  5. Painless Upgrades: SaaS provider manages all updates and upgrades, there are no patches for customers to download or install
  6. No infrastructure cost: An Internet connection is the only infrastructure you need to use a SaaS CRM like LuitBiz CRM. Since we also manage availability, so there is no need for our customers to add hardware, software, or bandwidth as the user base grows

LuitBiz Business Software makes your business productive, collaborative & innovative

Try out the FREE 15 DAY TRIAL of LuitBiz

Let's get you started with a free trial of LuitBiz. The best way to see which of our modules is best for you is to try it out for yourself for free. Experience the hassle-free advantages waiting for you or get in touch with our support staff to learn how LuitBiz can bring these benefits and cost savings to your organization.