Features – Leadsync

Built for Smarter Business Management.

Our CRM platform is designed to make business operations faster, simpler, and more organized. From managing leads and customers to tracking sales and reports, we provide powerful tools that help businesses work efficiently and grow with confidence.

01.

Smart Dashboard Management

Manage leads, customer activities, sales performance, and business operations through a powerful and easy-to-use dashboard designed for better productivity and smarter decision-making.

02.

Lead Management

Manage both direct customer leads and TradeIndia leads from one centralized dashboard. Track inquiries, organize follow-ups, monitor lead status, and manage sales activities efficiently to improve customer engagement and business growth.

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03.

Sales Management

Manage proposals, quotations, invoices, payments, credit notes, and items from one centralized sales system. Track sales activities, maintain organized records, monitor transactions, and streamline the complete sales process for better business management and growth.

04.

Purchase Management

Manage purchases, vendors, vendor responses, and items efficiently from one centralized system. Create purchase records, track supplier activities, maintain organized inventory details, and simplify the complete purchasing process for better business operations.

05.

Project Management

Manage projects, tasks, deadlines, and team activities efficiently in one place. Track project progress, improve collaboration, and ensure smooth workflow management for better productivity and successful project completion.

06.

Expense Management

Easily record and manage all business expenses in one place. Track billable expenses, invoices, payments, and expense records to keep business finances organized and under control. Monitor spending activities and maintain accurate financial reports with ease.

07.

Customer Management

Manage customer details, contacts, and business activities efficiently from one centralized system. Track active and inactive customers, organize customer records, monitor communications, and improve customer relationships with easy search, filters, and management tools.

08.

Task Management

Manage and track daily tasks, deadlines, and team activities from one centralized dashboard. Monitor task status, assign tasks to team members, track progress, and improve workflow management for better productivity and timely task completion.

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Customer Management

Track customers, manage data, and build relationships

Purchase Management

Manage vendors, track orders, and control procurement

Expense Management

Track expenses, manage spending, and control budgets

Project Management

Track projects, manage tasks, and monitor progress

Lead Management

Track leads, manage pipeline, and sync sources

Quotation Management

Track quotations, manage clients, and monitor approvals

Sales Management

Track deals, manage pipeline, and close faster

Proposal Management

Track proposals, manage documents, and monitor engagement

Task Management

Track tasks, manage workflow, and monitor productivity

Frequently asked questions:

What is the purpose of this CRM system?

This CRM system helps businesses manage leads, customer interactions, sales activities, and daily operations from one centralized platform.
How does the lead management system work?

The system allows users to capture, organize, track, and follow up with leads efficiently to improve customer conversion rates.
Can multiple users access the system?

Yes, the platform supports multi-user access with role-based permissions for admins, managers, and team members.
Is the CRM system secure?

Yes, the system includes secure login, user authentication, and protected data management to ensure business information remains safe.
Who developed this CRM system?

The CRM platform is developed by PNS Web Solutions to help businesses improve efficiency and customer management.

What clients said:

“Most of our time used to be taken up by administrative work whereas now we can focus on building out programs to help our employees.
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Mark Zellers

Director of Human Resources.

“I can create a custom proposal with dynamic pricing tables, and get approval from my boss all within 36 minutes and looks fantastic.
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André Garcia

Client Success Manager

“This powerfull tool eliminates the need to leave Salesforce to get things done,
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Tempore pariatur dignissimos coming for great tool of repellat quae a eaque culpa iusto fugit.”