How to create dashboards in Sales Mantra CRM?

Managing a customer database in Sales Mantra CRM involves importing customer data from various sources such as spreadsheets, email lists, or manual entry. The CRM provides tools for organizing customer information into segmented categories based on criteria like purchase behavior or demographics.
The CRM also allows for easy updates, tracking of communication history, and the ability to link related records such as opportunities and support tickets, ensuring that all relevant data is easily accessible to the sales team for more effective customer management.

Sales Mantra CRM is not entirely free; it offers a free trial for users to explore its features before making a commitment. After the trial period, users can choose from various pricing plans based on their business size and the features they need.
While the free version provides basic functionalities, advanced features such as automation, reporting, and integrations may require a paid plan. Businesses can evaluate whether the value offered justifies the investment during the trial phase.

While Sales Mantra offers a range of features for sales management, some competitors may provide more advanced functionality in areas like marketing automation, customer segmentation, or user interface customization. Other CRMs might also offer better integrations with certain platforms or superior customer support services.
Additionally, the scalability of other CRMs may be better suited for larger enterprises, and they may have more comprehensive features like AI-powered insights or predictive analytics, which some businesses might find valuable for their growth and decision-making processes.

Customizing reports in Sales Mantra CRM involves selecting specific data fields, filters, and date ranges based on the user's needs. The CRM offers drag-and-drop functionality for easy report customization, allowing users to focus on the metrics that matter most to them.
Reports can be saved for future use or exported in multiple formats such as Excel or PDF. This flexibility helps users generate personalized insights for performance analysis, forecasting, and business strategy adjustments.

Yes, Sales Mantra CRM allows users to track tasks and activities through the task management and activity logs. Tasks can be assigned to individual team members with deadlines and reminders, ensuring timely completion. Activities such as calls, emails, meetings, and notes are also recorded automatically.
The activity timeline in Sales Mantra provides a comprehensive view of each customer's journey, enabling sales teams to stay on top of all interactions and improve follow-up efforts. This helps to ensure that important tasks are never overlooked.