Features
Grow your Leads, Contacts and Sales Activities
Manage Leads
Capture leads and manage them in a more efficient way. Manage your sales activities, contact, organization and email conversation against each lead from a single view.
Contacts and Organizations
Customers are the real asset of your business. Manage your contact list and associated organization in an efficient way.
Activities
Schedule activities that are associated with any lead, contact or organization. Define activities as Tasks, Calls, Emails and Meetings. Keep track of your own to-do list. Assigns tasks for any lead, contact or organization based on priority and due date.
Spreadsheet View
Managing your data on mountstride is as easy as using Excel/Spreadsheets. Manage and filter records easy. Freeze panes for the most prominent data set. Show & hide columns based on your requirement. Apply filters and sort data directly from column headers.
Pipeline View
Get a bird’s eye view of your sales process from one screen. Gain absolute clarity of your business with our pipeline view. With mountstride pipeline view, be “empowered” - know the status, identify the potential, push the momentum, eradicate bottlenecks & delays, improve customer service and increase sales.
Timeline View
Get chronological record of activities performed on data in Timeline view. Empower your staff, by giving them ability to look at the history of interactions and actions taken on lead, contact, organization or activities.
Customer Management
Related Entities
Identify leads that are associated with same contact to get insight on historical interactions, preferences, and transactions.
Customer Segmentation
Mark your customers for sending email campaigns, taking follow-ups or staying engaged with them.
Merge Duplicates
Keep your contact list clean and organized. Remove duplicate contacts with robust data merging functionality.
Monitor your KPIs
SLA's
Measure, Monitor, Motivate your teams with integrated service level tracking in your process. Map SLA’s to every stage based on your unique sales funnel, get notifications as soon as SLA is missed so you can take swift and corrective action.
Track your journey
Check and monitor journey of each lead to get insight on how much time is taken to move ahead. Get meaningful insights on how deals are progressing from one stage to another. Achieve your customer servicing KPI's and improved staff efficiency.
Tagging and Custom Views
Tags and Labels
Label important elements to enhance the searchability and quick access. Add custom labels to mark your important leads, contacts, organizations and activities.
Views & Filters
Save and personalize your searches as “Views” based on your frequently used searches. No more digging for details. Leverage on system generated predefined views to easily access key data set.
Personalized Experience with Customization
Customizable Stages
Define stages based on your unique sales funnel. Get reports on how long it took to send a quote or time taken to get in touch with your customer.
Custom Fields
Define input data fields for your business by creating custom fields. Flexibility to create custom fields for leads, contacts and organizations.
Module & Customization
Define module name and labels that are more familiar in your business environment to get personalized user experience throughout the system. Align your business processes naming convention for easy adoptability of your staff.
Get Quick Analytics
Dashboard
Stay on top of your business and gain valuable insights at a glance to make better and smarter business decisions.
Reports
Intelligent reports that will help management in getting an overview of top Lead Traffic Source, Lead follow ups and more! Turn data into knowledge, knowledge into intelligence. Drive smart actions, optimise and grow your business.
Automation with Incoming Leads
Web-to-Lead
Automatically add data from your website form as lead / contact and set auto allocation rules from rule engine
Email-to-Lead
Let your business email address capture all messages as leads into the system. Automatically add data from incoming email as lead and auto allocation based on rule engine.
Automation Through Rule Engine
Use rule engine to automate lead allocation process by defining rules for all incoming leads via web and email. Match criteria and set actions to be performed like assign labels and set ownership.
Email Centralisation – histride (add-on)
You own your mails. We do not sync your personal email inbox.
Emails are no longer effective. With our cleverly integrated solution of mountstride and histride, we address standard challenges posed by traditional email inbox:
Too many – email overload.
Too little – email underload.
Unorganised. Scattered. Random. Not Prioritised.
Missing out on necessary – cc.
Bombarded by unnecessary – cc.
Get the best of both worlds, workflow driven system and simplicity of inbox.
Manage micro level email communication at lead and contact level.
General inbox functionalities replaced with focused, filtered inbox.
Individual inbox become “team” inbox for shared leads, deals and support requests.
Canned Responses & Templates
Save time and be efficient by using predefined email responses and templates. You can also choose a predefined email response and personalise it before sending. Predefined canned responses can be shared organisation wide with other team members.
Files
Organize your important files by attaching it with email or uploading it against leads and activities.
Signatures
Keep your conversations more personalized with signatures. Manage multiple signatures for different business cases and use it while replying.
Manage Bulk Data with Wizards
Export Wizard
Export required data from a lead, contact and organization module and create your own Export Template. Save time and be efficient by using export templates created previously.
Import Wizard
Migrate your data from other CRM with few simple steps of our import wizard. Not just adding, but modifying large number of records is also easy through this wizard.
Who sees what..
Roles & Access Control
Create roles as per your business needs. assign roles to users, define permissions, and control access to information
Data Visibility Control
Selective sharing of leads, contacts and organization details for individuals and teams. Control who sees what and does what to stay focused.
Manage Teams
Create and manage teams to keep assignments of leads more organized. Share content with the relevant team members and keep them focused.
Security
IP Restriction
Option to restrict access of the system to your local infrastructure setup. Assign IP’s from which a user can access this system.
Audit Logs
Check on history of interactions and actions taken on data.
Usage
Checking who has logged in when and from where.
Onboarding & Support
Easy Onboarding
Bare minimal information and groundwork required to get you up and running with mountstride Short learning curve to turn your sales team into “high impact” sales team. Onboard your staff easily with minimum efforts.
Support
Drive a successful implementation with our help. mountstride offers customer support via email for all plans and scheduled calls based on subscription plan opted.
Developer Zone
WordPress Plugin
Integration of Contact form 7 to mountstride CRM is a WordPress plugin to integrate mountstride CRM with WordPress which helps to make it quickest & simplest way to synchronize your customer’s data to your mountstride CRM account.
API Documentation
Detailed guidelines including API parameters and examples are available.
More Features
Pricing & Multiple Currency
Manage your sales in multiple currency. Summarized snapshot of sales figure in your preferred currency.
Notifications
Stay updated with emails and web push notifications. Do not miss out your key updates – always stay informed.
Keep all details handy with our Mobile Application
No matter where you are, always stay connected with incoming leads, email conversations with customer, schedule activities
with mountstride app for Android and Apple iOS.
