Let Us to
Grow Together
Save your email address for CoCRM to get the support your business needs.
Don’t miss out on the best opportunities. Staying informed helps you stay quick and powerful!
What is a Product in CoCRM? How is it Used?
April 23, 2025
CoCRM
Experts
CRM
CoCRM is an innovative CRM solution that enables you to manage your products on a central platform, track inventory, and maintain a smooth sales process.
Today, businesses need comprehensive CRM (Customer Relationship Management) systems to effectively manage their products and optimize their sales processes. CoCRM is an innovative CRM solution that enables you to manage your products on a central platform, track inventory, and maintain a smooth sales process. So, what is a product in CoCRM, and how is it used?
What is a Product in CoCRM?
In CoCRM, a "product" refers to all the items your business offers, including physical or digital goods, services, and subscription models. With CoCRM, you can record your products in detail, set pricing information, categorize them, and streamline your sales processes for greater efficiency.
How to Create a Product in CoCRM?
Adding a new product in CoCRM is simple and straightforward. Follow these steps to add a product:
1. Go to the "Products" Module: Open the "Products" tab from the main menu.
2. Add New Product: Click the "Create New Product" button.
3. Enter Product Information: Fill in the basic details such as product name, description, price, stock quantity, and category.
4. Add an Image: You can upload an image related to the product to offer your customers a more visual experience.
5. Save: After entering the details, click the "Save" button to add the product to the system.
How to Track Products in CoCRM?
Being able to track your products in real-time during the sales process is crucial for managing inventory, responding to customer demands promptly, and keeping operations smooth. CoCRM offers the following features for easy and effective product tracking:
1. Inventory Tracking: You can see which products are in stock and view real-time stock levels.
2. Sales Analysis: You can analyze which products are selling well and which ones have low demand.
3. Order History: You can track which products your customers have purchased and when, helping to shape your marketing strategies.
Categorizing Products in CoCRM
Categorizing your products helps both you and your team manage them more easily. To categorize your products in CoCRM:
1. Create a Category: Go to the "Product Categories" tab and create a new category.
2. Enter the Category Name: Assign a name to the category (e.g., Electronics, Furniture, Service, etc.).
3. Add Products to Categories: You can add existing products to the categories you’ve created for better organization.
Advantages of Product Management in CoCRM
Managing your products systematically in CoCRM provides several benefits for your business:
1. More Organized Sales Process: Since all product information is stored in one place, sales teams can quickly access information about products.
2. Inventory Tracking: Stock levels are updated in real-time, and you’ll receive notifications when inventory levels reach critical points.
3. Effective Marketing and Sales Strategies: By analyzing sales data, you can identify popular products and adjust your strategy accordingly.
4. Easy Reporting: CoCRM allows you to generate sales reports for product-based performance analysis.
Conclusion
CoCRM is a powerful CRM tool that enables you to manage your products effectively. With features like product addition, inventory tracking, category management, and sales analysis, it helps businesses optimize their sales processes. You can use CoCRM to manage your products more efficiently and boost your sales performance.
Related Blogs
Let Us to
© 2024 CoCRM. All Rights Reserved.
