Manage Your Cloud Based CRM Software & Leads with Complete Visibility
Vellko ERP is a cloud based CRM Software and lead management software that integrates lead capture, pipelines for sales monitoring of customers, follow-ups as well as reporting in one platform. It helps sales teams handle each opportunity with total assurance and control.
One CRMPlatform
Management
CRM Management Shouldn't Be Complicated
Companies that are growing shouldn't need to worry about losing sales due to the fact that customers' information is scattered throughout spreadsheets and emails, as well as messages, phone calls, and a variety of sales tools. Vellko ERP consolidates your lead and customer data, automates routine sales tasks, and gives sales representatives live insight into each lead and opportunity, follow-up, and interaction with customers.
One Platform for Your Entire Sales Process
Lead Management
Contact & Customer Management
Sales Pipeline Management
Follow-Up & Task Management
Lead Assignment & Distribution
Communication Management
Quotation & Deal Management
Sales Analytics & ReportsTraditional CRMVellko CRM
Customer data stored across multiple systems & manual trackingwith centralized customer database & automated sales pipelines.
Traditional CRM
- Customer data stored across multiple systems
- Leads tracked manually
- Follow-ups managed through spreadsheets
- Limited sales pipeline visibility
- Leads assigned manually
- Missed follow-ups
- Difficult customer tracking
- Limited sales insights
- Manual sales reporting
- Reactive sales management
Vellko CRM
- Centralized customer database
- Automated lead tracking
- Automated follow-up management
- Real-time sales pipeline
- Structured lead assignment
- Follow-up reminders and task management
- Complete customer interaction history
- Live CRM dashboards
- Automated sales reports
- Data-driven sales management
Everything Your Sales Team Needs in One Platform
Modern CRM goes beyond the storage of customer data.
Vellko CRM combines the management of leads, customer pipelines for sales, follow-ups, quotes, communication, and analytics into a single, intelligent software, allowing sales teams to reduce the time they spend managing spreadsheets and spend more time converting leads into customers.
Lead Management
Capture Every Lead. Convert More Opportunities.
Leads from different sources can be managed all in one system. Monitor lead details such as source, status, the salesperson assigned, their history of communications Follow-ups, the progress of conversion.
- Lead Capture
- Lead Source Tracking
- Lead Assignment
- Lead Status Management
- Lead Qualification
- Lead Scoring
- Lead Conversion
- Duplicate Lead Management
- Lead History
- Lead Reports
Why Businesses Choose Vellko CRM
Manual sales management can impede growth and cause opportunities to be lost.
Vellko CRM assists businesses in automating sales processes, consolidating customer data to improve follow-ups, and gives sales managers full visibility into their sales processes.
| CRM Challenge | How Vellko CRM Solves It |
|---|---|
Lead data spread across systems | Centralized lead database |
Manual lead tracking | Automated lead management |
Missed follow-ups | Follow-up reminders and task management |
Poor pipeline visibility | Real-time sales pipeline |
Leads assigned manually | Structured lead assignment |
Customer information is difficult to find | Centralized customer profiles |
Limited sales visibility | Live CRM dashboards |
Manual sales reports | Automated reporting |
Slow sales processes | Workflow automation |
Difficult performance tracking | Sales team analytics |
How Vellko CRM Works
Step 1: Schedule a Free CRM Demo
Learn the ways Vellko CRM can be a good fit for your lead management and sales needs.
Step 2: Understand Your Sales Process
Our team reviews your current lead sources, sales pipeline, customer monitoring, follow-up processes, and reporting needs.
Step 3: Configure Workflows & Import CRM Data
Create lead assignment rules, customer fields, workflows, and reports while safely importing your CRM information.
Step 4: Train Your Sales Team & Go Live
Your sales team should be trained on the platform and start using your CRM, with ongoing support.
Dedicated CRM Implementation Support
The process of implementing a CRM isn't just about installing software. It's about helping your sales staff improve their methods to manage the leads as well as customers.
Our CRM experts help with data migration and workflow setting, sales pipeline configuration and user training, as well as customization and ongoing support to make sure that the transition is smooth.
Frequently Asked Questions
Yes. Vellko CRM allows you to centralize leads from multiple sources, which allows the sales staff to monitor leads' details, sources, ownership, status, follow-ups, conversion, and more on one platform.
Yes. Leads may be assigned to sales reps or teams, based upon your sales structure and workflow specifications.
Yes. Vellko CRM offers sales pipeline management. It assists teams in tracking opportunities throughout various stages, tracking the value of deals, and pinpointing opportunities that require a lot of attention.
Yes. Sales reps can schedule appointments, monitor tasks, track activities, and receive reminders to keep opportunities from being missed.
Yes. Contact information and customer details can be stored in central profiles that allow users with access rights to view pertinent customer information such as interactions, activities, and the history of deals.
Yes. Vellko CRM has dashboards and reports on leads and sales pipelines, the performance of salespersons, lead sources, sales, deals, and many other key sales KPIs.
Absolutely. CRM workflows, fields, approval processes, sales stages, reports, and more can be customized to suit your company's requirements.
Yes. Vellko CRM was specifically designed to assist growing businesses and SMEs, as well as larger companies, by offering the ability to scale lead, customer, and sales management capabilities.
Get in Touch with Our ERP Experts
Have questions or ready to transform your business? Fill out the form below and our team will get back to you promptly.