CRM or XRM

Use MIROS CRM or XRM to improve
sales productivity

Use MIROS CRM or XRM to improve sales productivity

  • 01 Leads:

    Converting Lead to Opportunity / Account / Contact.

     

  • 02 Opportunities:

    Potential sales in CRM

  • 03 Accounts:

    Each account is a central record in B2B model.

  • 04 Contacts:

    Contact can be related to multiple Accounts with specific roles of relationships

Calendar

Place a brief summary about the position here. It shouldn’t be too long as you can go into more detail in the items to the right.

Calendar

  • 01

    Meetings, Calls

     

  • 02

    Tasks

  • 03

    Sending invitations to attendees

  • 04

    Google calendar integration

Emails

Automatic archiving emails from personal or group IMAP accounts. Incoming emails automatically get linked to corresponding records.

Emails

  • 01

    Compose Email – Sending emails from MIROS CRM or XRM

  • 02

    Email Templates

  • 03

    Email Signature

  • 04

    Multiple email addresses per record

Documents

Attached, file, and save any kind of documents in your CRM or XRM

Documents

  • 01

    Attaching documents files

  • 02

    Document Folders

  • 03

    Google Drive Integration (TBD)

  • 04

    DropBox Integration (TBD)