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CRM Software

CRM Software

Customer Relationship Management (CRM) software is where the Data from Sales, Marketing, and Customer Service is collected. This data is organized and can be analyzed. Even necessary reports can be generated.

It helps in generating more leads, increases the sales revenue, improvement in customer satisfaction and hence increases customer retention. It is a smart and practical approach to managing the business and reduction in number of tasks and decisions to be taken. And since the various platforms of marketing like the websites, email, social media then even calls can be integrated into the CRM system; it makes it an even bigger necessity for any organization, big or small; because the availability of such records at a single location is always beneficial for taking important present and future decisions of the business.

Our comprehensive CRM software consists of the following Modules:

1) Leads

Lead management that will help to focus on the potential clients and improve efficiency and productivity. It helps businesses to keep track of the best customers.

2) Accounts

It takes care of the accounts that are to be paid, that are received and the payroll of the company.

3) Contacts

Improve your marketing strategies by organizing your contacts so that you can gather important information about your customers and maintain customer satisfaction.

4) Opportunities

This helps in finding out the customers amongst your leads that would most likely convert. This can help in defining your marketing strategy and optimize and improve
your sales process.

5) Activities

Sales activities are recorded and reports are generated.

6) Products

This creates a database for your company’s products. You can keep track of the placed orders and purchases made.

7) Campaigns

Managing your sales campaigns, schedules, analysis through the data collected. Can be accessed from a single UI and gives you and your employees numerous access points.

8) Quotations

This creates an inventory for your products where all the products and their individual quotes are listed. You can keep track of the sales structure of the products and learn which products are doing well and which are lacking in sales.

9) Sales

This helps to organize the sales data along with customer data and this eases the business decision making process. You can understand your business’ Key performance indicators
(KPI) and identify customer issues through the data that is generated. Your sales data can be managed in order to learn about sales performance and where necessary improvement is needed. The recorded data makes it easier to identify the problem areas. You can analyze the data from past sales and reports can be generated.

10) Invoice

Manage customer payments by creating and sending invoices. And the records are accordingly generated based on the list of invoices.

11) Purchase

This helps keep record of the orders and purchases made by the company for its own production purposes. It generates a record of all these transactions along with the record of potential suppliers and maintaining billing.

12) Vendor

You can monitor the placement of orders and the transactions made.

13) Reports

Real-time data reports are generated with ease of access through various portals. These reports add to the improvement and flexibility in the sales process.

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