Walkins CRM, a product by LoMoSo Solutions – a Techify Group company, is a versatile platform designed to meet the complex needs of businesses with extensive dealer and distributor networks. From lead generation and deal management to order management and customer loyalty programs, Walkins CRM offers end-to-end solutions for Sales Automation, Marketing Automation, and Business Process Automation.

• Seamless Lead Capture: Capture leads through system integrations, manual entry, or bulk uploads, making it easy to manage data from various sources.
• Effortless Lead Assignment: Assign leads to specific team members to ensure accountability and effective follow-ups.
• Comprehensive Lead Details: Maintain complete lead records, including contact details, interactions, and notes for informed decision-making.
• Customizable Fields: Personalize lead data with custom fields to fit unique business requirements.
• Lead History Tracking: Keep a detailed history of interactions, updates, and status changes for each lead.
• Lead Categorization: Classify leads as Hot, Warm, Cold, or create custom categories to segment prospects efficiently.
• Advanced Reporting & Filtering: Generate insightful reports, apply filters, and download lead data for better analysis.

• Lead Status Mapping: Track lead progress with statuses such as In-Progress, Lost, or Won, and link them to unlimited relevant data.
• End-to-End Lead Journey Tracking: Monitor the complete lifecycle of a lead, from initial contact to successful deal closure.
• Categorized Lead Insights: View leads based on specific attributes such as source, product, or service type for better segmentation.
• Multi-Channel Communication: Send personalized emails, SMS, and WhatsApp messages to leads directly from the CRM.
• Automated Workflows & Notifications: Set up automated workflows, including meeting reminders, missed event alerts, and assigned task notifications to ensure no opportunity is missed.
• Insightful Dashboards: Gain real-time visibility into lead performance through intuitive dashboards for actionable insights.

• Customizable Sales Pipeline – Define stages like Initial Contact, Requirement Gathering, Quotation, Proposal, Negotiation, Closed-Lost, or Closed-Won.
• Communication Tracking – Log all interactions with details of the channel or platfor,, date, and time.
• Deal Status Management – Track deals as In-Progress, Lost, or Won with unlimited data mapping.
• Collaborative Assignments – Assign deals to multiple team members with percentage-based contributions.
• Transparent Communication – Ensure clarity and avoid miscommunication among team members.
• Automated Customer Outreach – Send emails, SMS, and WhatsApp messages as needed.
• Smart Notifications & Reminders – Receive alerts for meetings, missed events, and assigned tasks.
• Custom Workflow Automation – Set up notifications and actions based on specific business needs.
• Pipeline Analytics & Insights – Gain real-time updates and data-driven sales optimization.
• Insightful Dashboards: Gain real-time visibility deals through intuitive dashboards for actionable insights.

• Place Order – Sales Executive can collect product-wise orders from dealers, distributors and retailers (Sales and Distribution Channel) by checking credit history effectively.
• Order Status – Assign and track order statuses such as Accepted, Partially Accepted, or Rejected for better visibility.
• Real-Time Notifications – Ensure that all stakeholders, including sales teams, dealers, and distributors, receive instant updates on order placements and status changes.
• Effortless Order Tracking – Monitor orders and their statuses in real time for improved order fulfillment.
• Dealer Updates – Provide dealers with live updates on order statuses and estimated delivery timelines.

• Stock Insights – Maintain up-to-date stock availability with real-time product stock summaries.
• Payment Tracking – Get instant updates on pending payments, dealer overdues, and distributor insights for better financial management.
• Advanced Filtering – Easily filter orders based on products, dealers, or other key parameters for quick access and analysis.
• Excel Report Downloads – Export order reports in Excel format to facilitate further decision-making and strategic planning.
• Performance Evaluation – Access detailed reports comparing sales targets with achievements to assess team performance effectively.
• Insightful Dashboards: Gain real-time visibility into lead performance through intuitive dashboards for actionable insights.

• Effortless Meeting Scheduling – Plan meetings with dealers and distributors, ensuring organized and productive interactions.
• Virtual & In-Person Meeting Management – Save recording links and details for virtual meetings, while capturing location and conversation notes for face-to-face meetings.
• Territory-Based Route Planning – Optimize meeting routes based on assigned territories to maximize efficiency.
• Comprehensive Meeting Details – Add meeting purpose, key notes, and discussion points for better record-keeping.
• Integrated Calendar Features – Schedule and track dealer meetings with seamless calendar integration.

• Instant Order Management – Take orders during meetings and sync them directly into the system.
• Outcome Tracking & Action Plans – Monitor meeting results with detailed notes and follow-up actions.
• Performance Analysis – Evaluate meeting effectiveness through insightful metrics.
• Customizable Meeting Reports – Download reports using various filters for deeper insights.
• Meeting History – Access past meeting records for each dealer or distributor.
• Dashboard for Meeting Planning – Utilize Monday & daily meeting dashboards to plan and manage meetings effectively.
• Enhanced Productivity – Improve efficiency with route optimization and scheduled visits.
• Insightful Analytics – Leverage data-driven dashboards for better decision-making.

• Customizable Loyalty Programs – Businesses can design loyalty programs tailored to their specific goals and channel preferences.
• Multiple Earning Opportunities – Users can earn reward points for activities like placing orders, referring new customers, and reaching milestones.
• Digital Rewards Catalog – A seamless and user-friendly catalog allows easy redemption of accumulated reward points.
• Real-Time Tracking & Analytics – Businesses can monitor program performance, track user engagement, and optimize reward strategies.
• Enhanced Customer Engagement – Strengthens relationships by offering personalized rewards that boost customer satisfaction and loyalty.

• Automated Dealer Registration – Streamlines the onboarding process by digitizing workflows and eliminating manual paperwork.
• Compliance & Validation Checks – Ensures dealers meet company guidelines through automated verification steps.
• Self-Service Portal – Enables dealers to complete registration independently with guided support.
• Real-Time Tracking & Approvals – Provides businesses with full visibility into onboarding progress with structured approval workflows.
• Document Management System – Securely stores, verifies, and retrieves dealer-related documents for easy access.

• Multi-Level Approval System – Ensures a structured onboarding process with role-based approvals and verification steps.
• Automated Notifications & Reminders – Keeps dealers and business teams informed about pending actions and approvals.
• Integration with ERP & CRM Systems – Seamlessly connects with existing business systems for smooth data synchronization.
• Mobile-Friendly Interface – Allows dealers to complete the onboarding process from any device, enhancing convenience.
• Performance Analytics & Reports – Tracks onboarding trends, identifies bottlenecks, and provides insights for process optimization.

Key Features:

• Organized Event Tracking – Plan and monitor CIP activities like product launches, service camps, and regional fleet meets.
• Vehicle Categorization – Classify customer vehicles to personalize interactions and engagement strategies.
• Automated Follow-Ups – Schedule and track follow-up actions to maintain ongoing customer engagement.
• Approval Workflow for RMs – Regional Managers can approve, reject, or request modifications to completed CIPs.

• Email & SMS Notifications – Keep key stakeholders and customers informed with real-time updates and reminders.
• Meeting Objective Definition – Set clear goals for each customer interaction to ensure structured discussions and outcomes.
• Geo-Tagging & Attendance Tracking – Capture event locations and monitor participant attendance for accurate reporting.
• Customer Feedback Collection – Gather insights from attendees to assess event success and identify areas for improvement.
• Real-Time Performance Dashboard – Track CIP activity metrics, analyze engagement levels, and measure impact.