crm solutions

CRM Solution

CRM - Customer Relationship Management

Unleash Growth Potential: Elevate Customer Connections with Our CRM Mastery.

Empower Your Business with Seamless Efficiency: Elevate Every Interaction, Optimize Operations, and Maximize Growth with Our Comprehensive CRM Solution
Experience a paradigm shift with our Comprehensive CRM Solution. From streamlined client interactions and automated follow-ups to integrated lead generation and renewal notifications, our tool redefines customer relationship management. Boost team efficiency through task tracking, financial management, and partner collaboration. Enjoy dynamic insights with analytics and empower growth with a user-friendly interface. Engage clients through document access and news broadcasting. Seamlessly manage inquiries, payments, and more. Elevate your business with our CRM tool today.
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Our Features

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Contact Management

Centralize and organize customer information for quick access. Manage contacts, interactions, and relevant data in one place.

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Sales Automation

Streamline sales processes with automation. Track leads, manage follow-ups, and automate tasks to enhance efficiency and drive conversions..

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Mobile Access

Access your CRM on the go with mobile apps. Stay connected with customers, update records, and manage tasks from anywhere.

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Integration Capabilities

Seamlessly connect your CRM with other tools and platforms. Sync data, enhance productivity, and ensure a cohesive workflow.

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Customer Support and Ticketing

Provide excellent customer service by managing support requests through a ticketing system. Track and resolve customer issues efficiently.

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Reporting and Analytics

Gain insights into your business performance through data-driven reports and visual analytics. Make informed decisions based on real-time data.

Our Modules

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Enquiry and Communication Management:
  • ● Enquiry and Follow Up Management
  • ● Bulk Enquiry uploading module
  • ● SMS Broadcast Portal
  • ● Auto SMS to clients on enquiry, registration, Followup, payment, birthday wishes, etc.
  • ● Website, Facebook Lead generation form can be integrated with CRM
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Financial and Billing:
  • ● Payment Module
  • ● Taxable & non-taxable Billing - auto send to client
  • ● Quotation, Invoices & Receipt module
  • ● Account module with Add account, Petty cash, Bank deposit, credit, debit, reconciliation module
  • ● Auto Renewal Notifications to client
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User and Partner Management:
  • ● Unlimited users with assign authority functionality
  • ● Separate login for Associate Partners.
  • ● Associate partner module
  • ● Lead filtration According to Hot, Warm, Cold Status
  • ● Enrollment Management
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Task and Reminder Management:
  • ● Client task management, task tracking
  • ● Auto pending payment reminder to clients
  • ● Reminder module
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Service and Information Management:
  • ● Ongoing or completed services management
  • ● News broadcasting
  • ● Excel, CSV, Pdf download option for every data table
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Client and Document Management:
  • ● Client Management
  • ● Document Management
  • ● Independent client login from where the client can upload documents and can see invoice, receipt, etc.
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Analysis and Reporting:
  • ● Pi Charts, Graphs For analysis
  • ● Sales Executive incentive management
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Vendor and Event Management:
  • ● Vendor management
  • ● Calendar for event management