Sangam CRM has a very powerful Reporting Feature. With the Report Module, you can do Monthly or Weekly Sales Projections. Further through grouping, you can classify the projections, Sales Agent Wise, Product Wise & Week Wise. If it applies to your business, you can also make projections based on New Sales & Renewal Sales. Refer to the last Image to see the filter applied. Let me know in the comments if this post was useful.

@Pavan Joshi When we Revise any quote old quote not show only No show Pls help for that. URL : https://skytech.sangamcrm.com

Watch the inspiring success story of Mr. Dhaval Lotia, founder of Skytech Technologies. With over 15 years in the IT industry, Mr. Dhaval embarked on a journey with Enjay IT Solutions Ltd. a decade ago. His initial venture into thin client solutions paved the way for his evolution as a successful Implementation Partner and Referral for Enjay. In 2020, Mr. Dhaval found the ultimate solution for managing people and processes. Before Sangam CRM, Skytech juggled various tools like Excel and Google Sheets. Sangam CRM proved to be a game-changer, consolidating all activities into one platform. Sangam CRM, with its integrated features for sales, marketing, helpdesk, support, and internal tasks, became the cornerstone of Skytech's operations. Mr. Dhaval not only adopted Sangam CRM but also implemented it for customer management. His recommendation echoes loud and clear – Sangam CRM is the key to structured business growth. Mr. Dhaval's closing words reflect the essence of taking action: Understanding processes is one thing; bringing them into action is another, and Sangam CRM bridged that gap seamlessly. A big thanks to @Dhaval Lotia for sharing his journey. As you embark on your Sangam CRM adventure, remember - it's not just a tool; it's a partner in your success. Now, it's your turn to explore possibilities with Sangam CRM. Head to the platform, share your experiences and be part of this vibrant community. Your success story could be the next one we share!

Meet @Devendra Suryawanshi , a 3-star Tally Certified Partner from Thane. His company provides Tally Licenses & offers Tally Related Services. A few days ago, he visited Enjay & implemented CRM in his business in just a few hours. In this video, he shared some common challenges that Partners like him go through. After visiting Enjay & Implementing CRM, Mr. Devendra was very confident that Sangam CRM would help him address the challenges and achieve the business goals. If you too want to visit Enjay & Get your CRM Implemented, reply in the comments area.

Dear Team Please allow templates to be created from Mobile so that we can send messages from mobile. In Sampark Setu We were able to create & compose templated from mobile itself and were able to send messages to multiple tags. Humbly request you to avail this feature of Multiple Tag as well as composing Templated from Mobile itself. It will help us to send messages to our target audience effectively.