SalesWizard CRM Deal ⚡ Streamline Sales & Workflow Automation

SalesWizard CRM is a cloud-based sales automation platform designed to help small and medium businesses streamline their entire sales process from lead capture to order fulfillment. It brings together lead management, sales opportunity generation, customer service automation, quoting, order processing, and electronic contracting into a single easy-to-use dashboard.

Key Features:

• CRM-Integrated Notifications: Automatically capture leads from WordPress sites, Facebook Ads, Google Ads, and HTML forms directly into the CRM.
• Workflow Automation: Set up triggers for sending emails or SMS automatically when a lead arrives, saving valuable time.
• Email Integration: Use built-in email or connect your business email via IMAP/SMTP for sending offers, reminders, and follow-ups inside the CRM.
• Product & Service Catalog: Store product details including prices, stock levels, and images; use this catalog for quick quoting and order creation.
• E-Signature Support: Integrated Autenti e-signatures let clients sign documents instantly online, accelerating deal closure.
• Sales & Service Funnels: Visual workflow management helps track sales stages and deadlines to keep deals moving forward.
• Task & Notes Management: Assign tasks, add notes, and monitor progress to keep your team organized.
• SMS Messaging from CRM: Send personalized or templated SMS messages integrated into automations for quick client outreach.
• Online Quoting & Smart Document Generation: Create personalized web quotes clients can accept digitally; use shortcodes to auto-fill contracts and forms.
• Multi-Threaded Conversations: Manage multiple client interactions (sales, support) in one place without losing track.
• Built-in OpenAI Chatbots: AI-powered bots answer FAQs and support queries based on your knowledge base to reduce workload.
• WhatsApp Business Integration: Communicate with customers on WhatsApp directly through the CRM platform.
• Orders & Payments Tracking: Convert quotes into orders, record payments, and track fulfillment status easily.
• Offer Landing Pages: Create custom landing pages for products or services to enhance lead conversion and quoting processes.
• Project Management: Organize client work into projects with task assignments, deadlines, tags, and categories.
• Upcoming Features: Email & SMS campaigns for targeted marketing and Google Calendar sync to manage team events are coming soon.

Use Cases:

• Small and medium businesses wanting to centralize sales and customer service tasks in one tool
• Sales teams looking to automate repetitive communications like emails and SMS outreach
• Businesses needing quick digital quoting and contract signing features to speed up deal closure
• Customer support departments benefiting from AI chatbots and multi-threaded conversation management
• Companies aiming to integrate WhatsApp messaging directly within their CRM for better client engagement