- Printable Reports & Export facility
- Campaign facility
- Customizable Views
- Applying Quick Filters
- Automatic Mail Attachment
- View summary of latest interaction
- Efficient leads management
- Track lead history & Recent Action/Interaction
- User friendly interface
- Availability of a built-in database
- Data integrity and security
- Company backed project
- Supports B2B and B2C functions
- Support for other Databases
Printable Reports & Export facility
Daffodil CRM is empowered with features of printable reports and export facility which
together facilitate the users to evaluate performance of their overall business, sales teams and
products / services over a period of time. This is achieved by generating different views of data
available within the software through
customizable view facility present in the software, these views can now be printed
with the help of the
'
Export to Excel' and
'Printable Reports' facilities provided in the software.
Campaign facility
Daffodil CRM solution makes your marketing and sales force automation easy and
efficient with an integrated email campaign facility. Daffodil CRM allows mass mailings to all or
select category of customers using custom templates created in your email client. User can also
compose mass mails from Daffodil CRM without making use of email templates.
Customizable Views
Users can create views depending on their requirements for leads as well as for campaigns.
Views can be customized in the following ways:
- Users can select fields that are to be displayed from the available list of fields.
- Users can apply filters on each field by setting conditions.
- Users can sort items by all available fields in ascending or descending order
Applying Quick Filters
After applying filters using customizable view, Daffodil CRM solution also provides
additional quick filters using combo box on selected columns like category, status, primary owner
and sales stage. Filters can also be set for viewing select number of leads on one page
Automatic Mail Attachment
This is one of the significant features of required for any sales force automation solution.
Mails will be attached to Daffodil CRM automatically without manually selecting and sending each
mail from your email client. There will be a central CRM mail account where all mails will be
attached and a forwarding rule can be put on web server and email client by which all email
interactions will automatically get attached with their corresponding leads
View summary of latest interaction
Daffodil CRM allows you to view summary of all interactions corresponding to a lead
in the main page itself. By clicking on the
more link, you can go on to view the entire interaction
Efficient leads management
With Daffodil CRM, you can manage and analyze your leads in a single click. Leads
can be assigned to different executives and the pending tasks for an executive for a particular
lead can also be identified. Also one executive can assign a task to another member of the team
Track lead history & Recent Action/Interaction
Tracking any lead for future follow-ups is an essential feature required for any
sales force automation solution. Daffodil CRM allows you to view the entire history related to a
particular lead as well as the latest five actions and interactions which will facilitate quick
follow up and analyzing the present status of the lead.
User friendly interface
Daffodil CRM's intuitive and user-friendly interface is designed for average users
to handle routine tasks without the need of an administrator.
Availability of a built-in database
Daffodil CRM is powered by One$DB, an Open Source database. Since One$DB is embedded into
Daffodil CRM, users need not buy or install a database separately.
Data integrity and security
With One$DB as its back-end, Daffodil CRM inherits the powerful data integrity and
security features in One$DB.
Company backed project
Daffodil CRM is an Open Source project fully backed by a professional company -
Daffodil Software Ltd. We have a dedicated team of developers working to improve the software with
community support.
Supports B2B and B2C functions
Daffodil CRM does have the functionalities to support both business to business and
business to customer requirements. Daffodil CRM is an ideal solution for call centers in managing
their leads and campaigns.
Support for other databases
The new edition of Daffodil CRM have been made database independent. Now the users
can use any backend of their choice in place of One$DB with Daffodil CRM. This will make Daffodil
CRM an ideal solution even for those companies who require to handle large volumes of leads and
sales data.
All these features make Daffodil CRM an ideal solution for Sales Force Automation.
