CRM - Sales | Sales Automation

Customize your sales workflows, increase leads, auto-assign leads, break silos, auto-generate & e-sign documents.

Generate new leads using outbound voice bots & campaigns

Get in touch with multiple users simultaneously through automated voice call bursts & automatically collect response or feedback. Send targeted WhatsApp messages, emails, or SMS using intuitive campaign designer & dynamic user segmentation capabilities. Enter leads using mobile, or bulk upload leads using excel or push leads from external systems using REST.
Read More About Campaigns

Distribute leads intelligently to the right team using assignment rules

Auto-assign leads as required by your business & work on leads across departments using custom workflows. Automatically distribute leads to agents by lead location, products, agent skills, performance, and more. As part of workflow, connect your digital teams, call center agents, feet-on-street teams, partners, operations, etc. required to close the lead. Easily set callback reminders for leads.
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Easily make outbound calls to leads & record all interactions

Callback a lead, account, customer, employee, partner, etc. in a single click directly from the business record in the app. Choose to record the conversation for quality assurance & training.

Easily set reminders for follow-ups

Leads will often request a call back at a later time. You can easily set custom reminders for a specific time in the future. This will automatically send you a alert at that time.

Close leads end-to-end using multi-step workflow across departments

Each business has a different process & steps for closing a lead. Round Infinity gives you the flexibility to configure your own workflow for each custom app. This allows you to automate the end-to-end lead generation process across departments.
Read More About No-Code Custom Apps & Workflows

Easily manage all interactions, activity & next steps with accounts

Have a complete view of your customers, including activity history, key contacts, communications, and internal account discussions. Easily connect with your accounts & record all activity undertaken with the account using voice notes. Track all account activities as they happen and receive updates when action is needed.

Record & manage all your sales opportunities from mobile

Get a complete view of your team's deals & opportunities. See stage, products, competition, quotes, and more. Stay connected to the people and information you need to close every sale. Turn your mobile device into a portable sales office. You can log calls & work on opportunities, no matter where you are.

Use templates to auto-generate sales documents & send for eSign

Easily generate customized reports, quotes, invoices, etc. using data from CRM apps & custom apps. Use document templates to generate service reports, quotes, invoices, etc., as required by your business. Simply populate data in the app & generate documents with a single click. Easily route generated documents for approvals. Easily send approved documents for e-signature to customer.
Read More About eSignatures

Assign & track daily activity of field tasks

With Round Infinity Field Service App (for offline) & responsive mobile self-service portal, your sales people can do everything on-the-go - their tasks, document upload, lead transfer - while you live-track them from miles away. Field staff can view all jobs & appointments for a given day in an easy detailed view on their mobiles.
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Provide self-service capabilities to accounts & streamline support

Instantly setup an automated contact center, route calls, automatically answer calls 24/7 & track customer satisfaction. Auto-respond 24/7 to messages across channels, get 360 view of users, route tickets across departments, & reduce service costs.
Read More About Contact Center Automation and Omnichannel Customer Service

Get 360 view of leads & accounts

Serve your customers better by getting a complete 360 view of your users - their orders, service requests, cases, calls, conversations, etc., all in one view - across all your departments including marketing, sales, commerce, and service.

Create custom sales reports

Easily track lead volume, conversion rates, and every part of your pipeline for a real-time view of the state of your business. Create no-code custom reports using columns, filters, groupings, and charts that you want, and get an immediate real-time view.
Read More About No-Code Custom Reports Builder

Allow accounts to easily connect to sales staff over video

Allow leads & customers to schedule and join video meetings from phone with ease. Record video meetings & easily access these recordings for compliance & audit purposes.

Track quotas, deal pipeline and generate a forecast

Assign targets to sales staff & track opportunities closure on a monthly & quarterly basis. Track goals for your sales teams based on the number of closed deals and revenue, on a daily, weekly, or quarterly basis. Let your team see sales quotas and quota attainment percentages using auto-generated forecasts reports.