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Ladder CRM
SHE Technologies’ Ladder CRM is a comprehensive customer relationship management solution designed to assist companies in managing customer contacts, capturing leads, and turning prospects into enduring partnerships. Ladder CRM, which was created for real estate, sales teams, service providers, and customer-focused companies, provides the means to monitor each phase of the customer journey, from the initial inquiry to the last conversion and beyond. SHE Ladder CRM is web-based and accessible from multiple devices, including laptops, iPads, Androids, and Apple phones.
Ladder CRM Features
Lead Management
Client Name, Mobile Number, and Details
Comprehensive client profiles with contact information and interaction history for personalized engagement.
Interested in plots/shops/houses.
To streamline targeting and conversion methods, categorize leads by property interest.
Level of Interest: Low, Medium, or High
Smart lead scoring system that prioritizes prospects based on interaction and purchase intent.
Lead number for each unique project.
To ensure orderly tracking and reporting, each project has a unique lead number.
Setting the next meeting/call time.
Built-in scheduling allows you to arrange follow-ups, meetings and calls without missing out.
Staff Targets
Assign Target: Set specific, quantifiable performance targets for each employee to ensure accountability and results.
View Target: A centralized dashboard allows you to monitor individual and team targets in real time.
Target Analysis: Use data to analyze performance trends, gaps, and achievements.
Staff Targets Staff Daily Log File
Structured daily activity reporting, tied to specific staff targets, ensures accountability and performance visibility.
Staff Daily Log File Facebook Integration
Facebook leads are automatically synced into staff daily logs, allowing for smooth follow-up and accurate activity tracking.
SMS Integration
SMS communication is integrated directly into Ladder CRM for rapid lead follow-ups, reminders, and engagement.
Auto Call Recorded
Automatically captures and stores all customer calls in SHE Technologies’ LADDER CRM for precise tracking, compliance, and performance analysis.
Mobile Application
A robust mobile CRM app that allows you to handle leads, receive updates, and coordinate with your team from anywhere.
Campaign cost analysis
Real-time campaign performance tracking gives you complete access to your marketing spending.
Budget Allocation: Budgets can be defined and assigned precisely across campaigns and channels.
Budget Consumption: Monitor real-time budget consumption to avoid overpaying and increase advertising efficiency.
Budget Variance Analysis: Automated variance reports comparing planned and actual spending for financial transparency.
Facebook Integration
Campaign: Create and manage Facebook ad campaigns with easy tracking and performance reporting.
Lead direct to Ladder CRM: Automatically gather Facebook leads and route them to Ladder CRM for immediate follow-up.