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 and 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 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:

  • Helping you develop better relationships with your customers that leads to increased sales through better timing by anticipating needs based on historic trends
  • Helping you to cross-sell your other products by highlighting and suggesting alternatives or enhancements
  • Helping you to identify which of your customers are profitable and which are not
  • Helping you market your products or services better by focusing on effective targeted marketing communications aimed specifically at customer needs
  • Helping you gain enhanced customer satisfaction and retention, ensuring that your good reputation in the marketplace continues to grow
  • 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:

  • Low Entry and Total Cost Of Ownership (TCO): elimination of capital expenditures and dramatic reduction in IT salaries
  • Low Implementation Risk: faster implementations and outsourced expertise dramatically lower risk
  • A more powerful and secure IT infrastructure: few organizations can match the infrastrucure and security investments made by SaaS vendors
  • 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
  • Painless Upgrades: SaaS provider manages all updates and upgrades, there are no patches for customers to download or install
  • 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
GDPR Requirement What It Means How LuitBiz CRM Helps
Data protection by design and data protection by default Data Minimization, user access limits and limit period of storage and accessibility Identify who has access and who should have access to regulated customer data; manage permissions; manage risks like customer data access; user monitoring, customer data transfer, encrypted directories and data, etc.
Records of Processing Activities Implement technical and organizational measures to properly process personal data. Identify, discover, and classify sensitive and GDPR eligible customer data, monitor, analyze, and report on user activity on customer data; establish and automate data retention policies; generate reports based on type of customer data, access activity, and more.
Right to Erasure and "to be forgotten" Be able to discover and target specific data and automate removal. Identify, discover, and classify sensitive and GDPR eligible customer data; define and automate data retention policies. Configure end-to-end data deletion rules and easily implement and enforce them for customer data retention or deletion.
Security of processing Ensure least privilege access; implement accountability via data owners; provide reports that policies and processes are in place and successful. Reduce risk and manage access controls: automate and impose customer data approval workflows and proactively enforce ethical walls and security policies.
Data breach notification Prevent and alert on data breach activity; have an incidence response plan in place. Customer data activity monitoring, complaints management, access monitoring, detect suspicious logins, ability to send breach notifications to Supervisory Authority (SA) via LuitBiz.
Data Protection Impact Assessment Assessment of the purpose, scope and risk associated with processing private data and documents. Ability to hide customer data, data access discovery and monitoring, customer data protection, ability to publish DPIAs for employee reference.
Right to Data access and rectification Be able to give access and rectification rights to data subjects regarding their data and documents. Ability to retrieve data in seconds and email them to the concerned data subjects for rectification, historical data on emails sent to data subjects regarding their data and communication.
Data transfers to third country or international organization Permit transfers only to entities in compliances with regulation. Customer data access policy enforcement via LuitBiz access control.

Have your customer information at your finger tips, access it anywhere, anytime using any device with LuitBiz CRM

A centralized repository of your customer information in a CRM system ensures that all your customer data is available at all times. No more lost data, no more long drawn-out searches for a missing customer data, no more paper chase!

Before making a decision, let's get you started with a free trial of LuitBiz CRM for 15 days and see for yourself how it will add value to your business. LuitBiz also has Document Management (DMS), HRM, ESS, BPM and Corporate communication modules. The best way to see which of our modules is best for you is to try it out for yourself for free. So in the free trial of LuitBiz, you can check out all our modules of LuitBiz including LuitBiz CRM. 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.

Try out the FREE 15 DAY TRIAL of LuitBiz