Saarif CRM

Overview
Saarif offers CRM solutions to small and medium sized businesses by improving their ability to target potentially profitable customers, craft propositions that meet their needs, and build strong and long lasting relationships. Our mission is to create a user friendly and intelligent tool which allows our customers to drive their businesses efficiently by keeping their costs as low as possible.
Saarif CRM simplifies the complexities of day-to-day sales processes, while delivering agility to your business. We're here to streamline your sales process.
We’ve kept the user in mind throughout the conception and implementation of Saarif CRM to ensure sale reps and management can quickly and painlessly adopt Saarif CRM.
Our features include:
1 . Viewing and tracking sales pipeline, activity, performance, and customer relations
2 . Allowing everyone on the team to assign and view tasks
3 . Getting detailed statistics of every team member, customer, and company
4 . Drag & drop form builder, full customization, analytics, reports and more.
5 . Create PayPal order forms with our simple drag-and-drop form builder.
6 . Creating professional quotes, and sending them to clients with a click of a button
7 . Creating and sending purchase orders, receiving instant notifications when clients view, accept, or decline the request
8 . Sending professional invoices with a click of a button
9 . Requesting quotes from suppliers, where the system will automatically filter the best quotes in ascending order. One can accept the quote of their
choice with a click of a button and the supplier will be notified via email.
10 . Messaging team members internally for better collaboration
11 . Mobile web-based application
12 . Unlimited data and much more
Key Features
- Sleek Dashboard
- Sales Pipeline
- Sales Visits / Activities
- Form Builder
- Tasks
- Sales Quotes
- Purchase Orders
- Invoicing
- Quote Requests From Suppliers
- Future Plans
- Messaging
Simple but powerful!
What do you like best?
Setting up the software with my contacts and suppliers is incredibly easy and started working on building any existing quotes into the software which was also very simple. The workflow is very smooth and intuitive. We also implemented the form builder function into our website to capture quote requests and manage leads directly into the CRM. We have made this software our go to tool and have been using the message all more than email. Overall and fantastic tool, and very easy to train new staff.What do you dislike?
Nothing, it's been a great tool and they are constantly adding new featuresWhat benefits have you realized?
Transforming and sales quote into a PO and into a final invoice and making it easy to send and communicate with customers without having to attach it to an email. The document stays active until it's approved, negotiated or denied by the customer. Makes it easy to stay current on quotes that have been sent.Recommendations to others considering Saarif CRM
The team is always responsive to anything that I need and can make changes as needed to fit my business.