One CRM. Powerful Features. Better Sales.
Discover everything AssignSales CRM offers to manage your sales process, automate everyday tasks, empower your team, and turn more leads into customers.
AssignSales CRM
Features
Sales Management
Manage your entire sales process in one place—from lead capture and qualification to opportunities, follow-ups and deal closure.
Included with...
- Accounts
- Contact
- Organisation
- Lead (Omni-channel)
- Deal
- Manage Deals
- Activities (Task, Event, Meetings)
- Calender
- Lead Tagging
- Read & Unread leads
- Merge/Split Leads
- Merge/Split Deals
- Notes & Comments
- Reply as Email
- Mobile apps for ios and android
Team
AssignSales helps organize teams, assign responsibilities, manage sales activities, and track team performance for a more efficient sales process.
Included with...
- Roles & Hierarchy Management
- Sales Forecasting
- Lead Transfer
- Account & Product Mapping
Products & Quotes
Manage products, pricing, and professional quotations to streamline your sales process and close deals faster.
Included with...
- Products
- Prices
- Quotes
- Sales Order
Data Administration
Manage your CRM data with ease. Control records, data access, imports, exports and organization settings from a centralized administration panel.
Included with...
- Data Storage
- File/Attachment Storage
- Data Import & Export
- Data back up
Integration & Customisation
integrate AssignSales with your favourite business tools and tailor workflows to your needs.
Included with...
- WhatsApp & Meta (Facebook, Instagram)
- Chat
- Forms & Calender
- Telephony (API &Ready Integration)
- Custom Integration
Automation & Assignment
Automate lead assignment, follow-ups, tasks, and sales workflows to reduce manual work and ensure every opportunity reaches the right salesperson.
Included with...
- Lead Assignment
- Round-Robin
- Load Balancing
- Multi-level Escalation
- Reminder & Notifications
- SLA
Dashboard
Monitor your sales performance at a glance with real-time insights from a centralized dashboard.
Included with...
- User & Admin Dashboard
- Contact & Organisation Dashboard
- Lead Dashboard
- Opportunity Dashboard
- Deal Dashboard
- Overview Dashboard
- Table & Quick View
Security
Protect your sales data with secure access controls, authentication and data protection measures. Keep customer and business information safe while maintaining secure, reliable CRM operations.
Included with...
- Permissions (Profile)
- Roles
- Access Level Control
- Field Access
- Field Masking/Encryption
- Single Sign-on (SSO)
- Agent idle timeout