Getting started

3sigma CRM is your all-in-one mobile lead management solution—your very own sales assistant on the go! 🤝 Manage your entire sales process seamlessly with all your leads, follow-ups, and details organized in one powerful app. Say goodbye to missed leads and forgotten follow-ups!

Before 3sigma

• 📉 Managing leads manually leads to chaos and inefficiency.

• 📊 Using Excel means constant updates and missed reminders.

• 📝 Sticky notes can result in lost leads and deadlines.

• 👀 Lack of visibility makes it hard to stay organized.

• ❌ Missed follow-ups lead to lost opportunities.

With 3sigma

• 📦 Centralized platform for engaging with leads and tracking progress.

• ✅ Effortless task assignment and follow-up reminders.

• 🔒 100% secure data with automated backups.

• 📈 Quick access to view and analyze lead information.

• 🚀 Streamlined workflow is 50 times better than manual management.

• 🎯 Stay organized and focus on closing more deals!

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Getting Started with 3sigma CRM: Step-by-Step Guide 🚀

Follow these steps to set up and start working with 3sigma CRM effectively:

1) Import or Add Your Leads

• Quick Add: Add leads from contacts, call logs, or through our quick lead form.

• Bulk Import: Upload multiple leads using CSV files for quick setup.

• Auto-Sync: Automatically import leads from platforms like Facebook and Google, streamlining your lead management.

Adding or importing leads

2) Add Your Team Members

• Invite & Collaborate: Add your team members and assign leads manually or set up automatic lead distribution.

• Monitor Progress: Track team activity and performance as they begin managing leads and sales tasks.

👥Manage teams

3) Start Contacting Leads & Managing Follow-Ups

• Team Activity: Team members start calling and logging interactions—view these updates in real-time.

• Communicate Efficiently: Contact leads directly from the app using calls, WhatsApp, or emails.

• Organize & Track: Set follow-ups, update lead status, and manage your sales pipeline easily.

Managing lead details

4) Customize & Share Your Content

• Upload Brochures & Information: Create and upload brochures, product details, and information links to share directly with leads from 3sigma.

• Auto-Sync Customizations: Tailor your CRM by customizing forms, lead labels, and task types. All changes sync automatically across your team’s devices.

📂Manage content

5) Share Quotations & Invoices

• Quick Quoting: Create and send professional quotations directly from the app to speed up deal closures.

• Invoice Management: Generate and share invoices seamlessly for faster billing and payment tracking.

📝Manage Quotation💰Manage Invoices

6) Automate Follow-Up Plans

• Create Action Plans: Set up automated follow-up sequences for your team to ensure consistent communication and lead nurturing.

• Consistency in Follow-Ups: Develop structured action plans so every lead receives attention and the same level of engagement.

🤖Automations

7) Set Up Automatic Engagement Messages

• WhatsApp API & Email Integration: Automate personalized WhatsApp and email sequences for new leads.

• Boost Engagement: Schedule and send automatic engagement messages, reminders, and updates to keep your leads interested.

8) Analyze, Filter, and Improve

• Real-Time Insights: Gain instant insights into your sales pipeline with detailed reports and activity tracking.

• Filter & Find Leads: Use filters to quickly locate leads by activity, source, or sales stage, ensuring you stay organized and efficient.

• Optimize Performance: Monitor team and lead performance to continually refine your sales strategy.

📊Dashboard

With these simple steps, you’ll be up and running in no time, managing your sales effortlessly with 3sigma CRM! 💼

Here's a simpler version without losing context:

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Add-On Features for Your Success

• Caller ID: Instantly know who’s calling from your lead list and update details right from the call screen.

• Customization: Adjust 3sigma CRM to match your sales needs. Customize lead forms, status labels, and task types for a personalized experience.

• Duplicate Lead Management: Automatically merge duplicate leads, keeping your database clean and organized.

• Recurring Tasks: Set up recurring tasks for follow-ups and other sales activities to stay on top of your schedule.

• Activity Feed: See your team’s work in real-time, all in one easy-to-view feed.

• Audio Notes: Record voice notes for leads, ensuring you never forget important details.

• Filter & Organize: ✅ Find leads quickly with advanced filters based on activity, source, or sales stage. ✅ Track recent activities and follow-ups easily.

• Real-Time Reports: View instant insights into your sales pipeline with reports on calls, leads, and activities.

• Integrated Call Logs: Manage and update call information automatically within the app.

• Share Quotations & Invoices: Create and send professional PDFs for quotes and invoices, helping close deals faster.

These features help streamline your sales process, keep your team coordinated, and ensure nothing falls through the cracks!

Managing leads📋Manage task's⚙️Customizations