How Elyxr's Pipeline feature works in CRM

A how-to-guide demonstrating the pipeline feature of Elyxr CRM.

Elyxr is a AI powered end-to-end supply chain SaaS platform. With Elyxr, Freight forwarders, shippers, exporters, importers, could mange their entire supply chain operation from start to end. Elyxr provides visibility, control, management, organisation, and other host of essential pillars for a functioning and management of entire operations.

Elyxr AI pioneers AI driven solutions, specialising in revolutionising supply chain management. Our solutions are tailored to optimize operations by delivering real-time insights and improving overall supply chain efficiency.

In this how-to-guide we will explain and demonstrate one of our key features 'AI inbox' which is available in our CRM solution in Elyxr.

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What is 'CRM pipeline':

Before we start, have a look at the below video:

1. Elyxr’s Pipeline feature in CRM allows sales team to manage all open deals.

2. The pipeline view is divided into multiple stages or columns like : Prospects, Decision maker contacted, First meeting, Follow-up for inquiry, Inquiry received, Sent to procurement team, Buy rate added, Quote created, Sell rate pending, booking created.

3. Each stage/column represents the status of various deals/leads and they are represented in cards

4. The sales team, based on the stage, can drag and move the cards in the relevant column/stage based on the developments.

5. Also, from the (+) icon on each column a deal can be added directly to that stage or column.

6. A new activity of - email, call, etc can also be added in each card under every stage.

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How to use 'AI Inbox' feature:

Follow the below steps to understand how to enable and utilise this feature:

1. From your CRM dashboard go to the 'Deals' from the left hand side menu panel. As indicated by the below image:

2. Once in the ‘Deals' screen/page, you will be bale to see a pipeline view by default with various deals segregated in various stages or columns.:

3. The user can then click on the ‘Add deal' button from top right or click on the '+’ button from each column to add a new card in that stage or column.:

4. Users can also add various 'Stages' from the deal section also and assign the card directly to that particular column.:

5. Users can then add various activity to cards like - email, call, etc from the activity button ion the card itself. As indicated by the below image:

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Other features of the CRM:

Explained above was just one AI powered feature, and we have a list of such similar and exiting features. Some of them are:

1. Account setup and organisation creation

2. Adding and importing of contacts and list of clients

3. Creating leads

4. Adding and creating deals from the leads created

5. Adding and inviting team members and assigning them roles based on location and profile

6. AI powered news feed specific to get industry insights

7. Dashboard with a combined view of all activities and updates

8. AI inbox to write smart emails..

Follow our website for more details on our CRM and its functionalities: Elyxr Freight

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Book a Demo with us:

If what you saw intrigued you and you think Elyxr CRM and other solutions can offer value to your organisation in streamlining your entire business end-to-end, then follow the link below and set up a demo request with our team.

Link for demo : Elyxr

Or feel free to reach out to us via our website for any further inquiries: Elyxr AI