Upselling and cross-selling

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In EnvyCRM, you can add unlimited documents in .docx (Microsoft Word) format and print them using a pre-formatted template. This feature will allow you to pull the necessary data from any client card and automatically generate the necessary documents.

6. Transitions through the funnel stages.

If you have a sales funnel with multiple stages, you can automate the process of moving a deal from one stage to the next in EnvyCRM. If a prospect receives an email about scheduling a sales call and takes action, this will cause the system to move the prospect to the next stage in your funnel.

Accounting and working hours schedule in the CRM system
Individual schedule in EnvyCRM

A New Approach to Time Management

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7. Distribution of tasks.

Employees can automatically receive a list of tasks they need to complete based on interactions—for example, sending a follow-up note after a sales call. This prevents important customer communication details from getting lost.

Automatic task distribution

8. Activity logs.

Let's be real - manual data entry is tedious. Instead of italy telegram data manually entering every customer interaction, EnvyCRM can automatically log phone calls, email interactions, form submissions, and other communications with prospects.



Upselling is one of the oldest sales methods, where a manager convinces customers to upgrade or add an additional product or service to an existing order. However, manually sending upselling and cross-selling recommendations to customers is time-consuming.

Building an automated sales promotion process in EnvyCRM allows you to scale customer interest and automatically send individual offers.