Navik TM Design
for Businesses Growth
Selling can be tough! However, a clear roadmap, a supportive ecosystem, and a Sales CRM can make it easier for you. Navik helps you identify the right sales opportunities & supports your sales efforts to increase your chances of success.
Sell smarter and close deals faster
Grow your pipeline, boost conversions, and power productivity with our AI-powered, easy-to-use sales CRM.
Navik provides a range of features including Sales Execution & Automation, Sales Tracking & Performance, Marketing Automation, and an Integrated Payment Platform. These features empower your teams to manage high-speed deal closure effectively.
Focus On The Right Opportunities
Keeping track of every opportunity and engaging with them regularly is the surefire way of winning deals. Navik helps you efficiently track and manage the critical pillars of your sales pipelines—leads, deals, contacts, and companies —to centralize, optimize and streamline your customer communication.
Lead Management
Never let a lead fall through cracks with Navik.Capture leads from all sources – website, Facebook, Google, lead providers, referrals – onto one platform with zero leakage
Deal Management
Take your deals to the finish line with efficient Deal Management.Stay up to date with everything and seamlessly manage your business operations with Navik’s pipelines.
Sales & Marketing Automation
Engage with prospects across channels. Connect with them on their preferred
communication channel. Automate sales processes. Communicate with leads across various channels – WhatsApp, SMS, Email, Phone, and more.
Business Process Management
Features help your teams and team members remain in sync and ensure seamless coordination across your organization.Declutter your sales view and have the key details you need to dive into your day with no wasted time
Reports and Dashboard
Evaluate the performance of your marketing and sales efforts with these features and decide future courses of action based on analytics.Track important metrics to know where your business is heading.Ensure that your are forecast correctly and make only data-backed decisions
Integration & Field App
Navik seamlessly integrates with leading business applications, enabling you to continue enjoying their unique advantages. integrates with popular business tools and applications, including email clients, social media platforms, and third-party software. Simplify your workflows, enhance collaboration, and increase operational efficiency with our powerful integrations.
Reduce Lead Leakage
to ZERO!
Centralize leads from various sources, web and third-party applications for your sales teams to manage them on a single platform effortlessly. Verify leads to prioritize engagement and achieve zero lead leakage.Get a complete view of your potential customer’s journey from the first touch point in a single place and hyper-personalize your sales engagement and sales communication efforts based on a potential student’s profile details, behavior, and activity.Boost your sales team’s response time, and never miss a sales lead again.
- Automatically capture leads from all sources without any manual efforts. Effortlessly capture, categorize, and route leads to the right sales reps instantly.
- Online leads (website forms, chatbots, ads, social media, etc.).Google, FB, Email, Websites, Landing Pages, Social Sites, Lead Portals & 30+ sources
- Upload bulk leads in excel in one click.Offline leads (list import, phone calls, voicemails)
- Leads from third-party websites and lead aggregators.
Take Control of
Your Pipeline Management
Map Your Sales Process Step-By-Step
Build easy-to-follow sales pipelines as per your business requirements. Edit, delete, and create custom stages to mirror your sales process.Unify all your customer-facing operations with team pipelines. Your Navik account can be the single source of truth for all your customer information, secured by the multiple customer-facing teams
Track the Progress of your Leads and Deals
Stay updated on every opportunity across different pipeline stages.View all your active leads/deals in their respective pipeline stages.Keep track of your customers’ journeys from start to end by creating workflow automations to monitor their transitions from one stage to the next across team pipelines.
Monitor Your Business Health
Identify and do away with bottlenecks by tracking and evaluating all the activities associated with each pipeline stages.Manage your tasks and activities from your pipelines. Create tasks, follow up, and complete and delete them in a matter of minutes with just a few clicks.
Products
Create a list of products, automatically associate them with new deals, and keep tabs on your sales.
Manage Leads and Accounts Without Any Hassle
No more information discrepancies. Get one view of leads for all.
Equip your sales teams to focus on selling
Distribute leads to sales reps using various custom logics based on conversion performance, language, pin code or courses and automate mundane repetitive tasks. Keep a tab on your sales teams’ performance to analyze their efforts and results.
Lead profiles and Activity Tracker
Contact details, location, How they came to know about you Their requirements Where they are in the sales funnel Past interactions they had with you.Understand the interactions the lead has with your people and brand assets.
- Ads clicked
- Phone calls
- WhatsApp, SMS conversations
- Email opens, link clicks
- Website page visits
Use this lead tracking information to intervene if necessary and reduce the sales cycle
Lead qualification and prioritization
Auto-Route Leads
Ensure that your lead lands in the right hands. Using Navik Routing Engine to assign your leads to the right salespeople.Ensure only qualified leads enter the sales pipeline. Prioritize leads with higher revenue potential. Qualify leads based on their:
- Demographic details,Lead source,Geography,Product interested in, Requirements posted by leads
- Activities on your website and other brand assets, and more
- Distribute leads based on your business rules.Assign leads to team instantly based on source, location, product or round-robin
- Agent/sales rep’s expertise.Agent availability
Sales notifications
Provide a delightful customer experience by sending personalized communication automatically from within the CRM.Never miss a sales opportunity. Send timely notifications to reps for:
- Task assignment
- Follow-up reminders
- Lead stage change
- Overdue tasks
Manage people and process
Define teams and hierarchy to group sales teams based on different geographies, courses, verticals, and other custom logics to enable data sharing based on permission.The best sales tracking software to know where your leads are in the sales pipeline. Analyze data and devise strategies to reduce your sales cycle.
Ensure your team pays full attention to leads assigned to them. You can:
- Track their target vs. achievement
- Give role-based access to SDRs, BDRs, Sales Managers
- Allow lead access for a definite time
- Transfer the lead to another rep if the current rep isn’t able to build rapport with them
Get Full Visibility Into Your Business Health
Track important metrics to know where your business is heading.
Ensure that your are forecast correctly and make only data-backed decisions.
Track Performance & Drive Sales Actions
Get 360° visibility of your sales team’s productivity as you track their conversions, engagement, and calling reports on a single powerful dashboard.Monitor open leads at every pipeline stage, track revenue generated by sales reps, teams, regions, etc. Identify top-selling products and top performers.Analyze, track, and measure all your essential metrics in one place and gain more clarity into your business anytime, anywhere.
Make Most of Your Data
Drill down into your data to gain insights into your deals, sales team’s performance, and revenue.
Track the Right Metrics
Monitor your business health and track sales goals unique to your business requirements with custom reports and dashboards.Track core sales performance that matters.Telecaller performance – total calls, time spent on calls, breaks, results all in one screen
Know What Your Team is Up To
Evaluate your team’s performance based on emails sent, calls made, tasks completed and other relevant parameters.
Forecast Revenue
Predict future sales and revenue opportunities and track your sales growth over the months.
Be Where Your Clients Are
Engage with prospects across channels. Connect with them on their preferred
communication channel.Automate your entire Marketing Communication efforts across channels like Email, SMS, or WhatsApp based on your potential clients’s activity and engagement at touchpoints. Strategize the perfect outreach with advanced communication workflows.
Omnichannel communication
Use WhatsApp, Email, SMS, Phone, and more to talk to your prospects.
Personalize conversations with the details you have like their names, location, requirements, etc.
Use pre-built templates or create your own!
Workflow Automation
Automate routine tasks and bid farewell to manual work. Track your deals, set up email alerts, and do much more with Bigin’s workflows.Navik’s has just the right tools to run a successful sales and marketing campaign.
- Landing page builder for ads and website forms
- Email campaign builder with beautiful email templates
- Website widgets like a top bar or slider notification
- Manage lists whenever a new, potential customer sign up,for when a lead moves from one stage of the sales funnel to another.Send targeted content to these lists with a gentle nudge to try your product/service.
Built-in telephony
Your leads and customers are just a ring away! Connect with them over calls from within your CRM via Bigin’s built-in telephony.Help you team to make quick one-click calls from within the CRM. Get call logs and recordings* to monitor their performance.
WhatsApp Integration
Communicate via WhatsApp chats, be equipped with all the necessary information while engaging with a contact and streamline overall contact management.
Email and SMS
Automatically associate incoming emails to contacts in your CRM, and analyze the effectiveness of your campaigns with email insights.
SMS Integration
Integrate Navik with your preferred SMS provider and ensure your business messages land right into your prospect’s pocket
Connect With Popular
Business Apps
Navik connects with all your favourite apps using Navik Marketplace and APIs. Stop jumping between softwares, have all your client related data at one place.Connect your WhatsApp business API, analytics, chat, telephony, payment gateways, meeting schedulers, and more with our lead management system.
Meetings: Zoom, Calendly, Google Meet, and more Payment gateways: Razorpay, PayU, Cashfree, and more Ads: Google, Facebook, Instagram, and moreTelephony: Ringcentral, CallTrackingMetrics, SuperReceptionist, Ozonetel, and more Chat: LeadSquared Converse, Tawk.to, LiveChat, and more
Mobile Lead Management App for Field Force
Empower your field collections team with a comprehensive AI power Field force mobile app designed to streamline end-to-end field processes. Effortlessly track team activities, leverage ML insights, and follow up
- Get automated day plans and meeting recommendations
- Check-in/check-out from the app
- Get leads assigned in your vicinity
- Log meeting notes
- Work offline or with low connectivity
- Onboard field agent in bulk with pincode mapping
- Monitor field agent locations, collections, and pending task
- Effortlessly record visit outcomes, and meeting status.Get uninterrupted task updates with offline access
- Allow scheduling of field visits and optimize route plans for collectors
- Enable field collectors to choose app language from 22+ Indian vernacular and Bahasa languages
- Offer instant customer notifications for transparent payment tracking