Frequently Asked Questions about Relotis CRM
Stop paying for features you don't need, your CRM should work for you, not the other way around.
Focus on your business, not endless data entry.
Support, FAQ
Our support is straightforward. Here you'll find answers to questions and more. We will resolve your questions and not try to
cross-sell you stuff you don't need.
Click on Team
Click on "Add User" Icon on top right
Add team member information
Save
Log into Relotis CRM
Go to Opportunities
Enter your Forecast TargetÂ
Note: Admin Owner must approve targets
Click on Opportunities
Clicl on Create New Opportunity Icon (Star Icon Top Right)
Add details
Features
Simple to understand, easy to use, get up and running in minutes.
Unclog your sales pipeline!
Increase your team's productivity, via a simple, clean dashboard. Track your close rate, reward top producers, unclog your sales pipeline.
Account, Contact, Lead, and Opportunity Management via a simple interface. View lead activity, Sales journey, and opportunity owner activity.
Forecast collaboratively with your team. Identify bottlenecks, deal stages, contact activity from initiation, analysis, proposal, negotiation and close.
3 reasons You Should Use Relotis CRM
There are many Customer Relationship Management (CRM) systems for different types of businesses. Three reasons to use Relotis CRM vs bigger and more complex brands are;
Simple and minimal
one plan for all
immediate roi
Zero Caveats Pricing
One price, unlimited users, PERIOD! Stop paying for features you will never use.