Revisio360

CRM (కస్టమర్ రిలేషన్షిప్ మేనేజ్‌మెంట్)

ధృవీకరించబడి & ప్రొఫైల్‌ను నవీకరించండి క్లెయిమ్ చేయబడిన ప్రొఫైల్‌లు శోధన ఫలితాల్లో పైకి వెళ్తాయి. ఇప్పుడే ధృవీకరించండి, దీనికి కేవలం రెండు నిమిషాలు పడుతుంది. సందర్శించండి నివేదిక

Revisio360 is a purpose-built customer relationship management (CRM) platform designed specifically for professional services firms, such as consulting, legal, or accounting practices, aiming to streamline business development, client engagement, and project management processes. Its key features include integrated planning tools that align strategic objectives with account and proposal management, a centralized dashboard to monitor account health and commercial activities, and actionable workflows that assign tasks with clear ownership and deadlines, ensuring accountability and reducing the likelihood of overlooked opportunities; it addresses common challenges like disconnected client relationships, inefficient pursuit of new business, and lack of clarity on progress towards financial targets, making it ideal for busy partners, fee-earners, and business development teams seeking a simple, intuitive solution that supports their unique workflows and drives revenue.

Revisio360 ని దీనిలో చూడవచ్చు CRM (Customer Relationship Management) వర్గాలు.

Revisio360 కి అత్యంత సారూప్యమైన ఉత్పత్తులు:

ClearCRM పదోన్నతి పొందింది →

స్క్రీన్‌షాట్‌లు

వివరాలు

Revisio360 ప్రధాన లక్షణాలు

• Focus
  Designed around how busy Partners and Fee-Earners work, capturing only what matters when it matters.
• Ideas
  Note early signals and new opportunities before they turn into formal proposals.
• Plans
  Set and track your firm's yearly financial goals and strategies in one place.
• Actions
  Assign tasks to people with specific deadlines to make sure everything gets done.
• Clarity
  Show a single view of accounts, proposals, and activities to see if they help the firm meet its plan.
• Proposals
  Record every business offer and connect it to client accounts and firm goals.
• Connection
  All plans, people, relationships, and deals are linked to show how they work together.
• Account Plans
  Create detailed plans for key clients and simple plans for others to manage relationships effectively.
• Accountability
  Ensure each plan, proposal, and idea has an owner responsible for steps and progress.

బ్యాడ్జ్‌లు

<a href="https://saasbrowser.com/te/saas/1586005/revisio360" target="_blank" rel="noopener"><img src="https://files.saasbrowser.com/wce26gyfjvfrljhdlan08cev523v" alt="Revisio360 - SaaS Browser Verified Badge" width="200" height="133" /></a>

బ్యాడ్జ్‌ను కాపీ చేయి

<a href="https://saasbrowser.com/te/saas/1586005/revisio360" target="_blank" rel="noopener"><img src="https://files.saasbrowser.com/f7vf8lh9rwv6h1lk6fblqfnj04u2" alt="Revisio360 - SaaS Browser Verified Badge" width="200" height="133" /></a>

బ్యాడ్జ్‌ను కాపీ చేయి

Revisio360 ప్రత్యామ్నాయాలు

ClearCRM పదోన్నతి పొందింది

ClearCRM is a powerful all-in-one platform designed to help small businesses ...

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