CRM

Hence, an intelligent system for storing and managing customer and prospect information was necessary. CRM offers a platform for organizing customer data and conducting analytical assessments of customer portfolios, aiding in decision-making based on their performance. Additionally, it facilitates the management and monitoring of all customer interactions to foster lasting relationships and support business growth.CRM also oversees and monitors potential customers identified through lead management. It streamlines the lead generation process by efficiently managing tasks related to planned activities and follow-up schedules using calendars and notifications. Furthermore, it records all interactions and decisions made during conversations or meetings.

Lead Management

• Manage Leads Information
• Converting Leads to actual Customer
• Manager Leads Contacts and their activity
• Seamless collaboration on leads and their activities
• Scheduling / Re-scheduling Task Activity
• Manages tasks, meetings schedule, notes and many more.

Customer Management

• Managing customers information
• Manage customer conatcts and their preference
• Integrated with sales order and payment data
• Collaboration with Contacts and their activities
• Tracking activities & follow-ups
• Tracking Meeting scheduled and follow-ups with reminders

Campaign Management

• Create and Manage Campaign
• Segmentation
• Creation and Custom E-mail Templates
• Emails for mass communication
• Tracking & Reporting

Workflow & Audit Trail

• Intelligent workflow
• Audit log of all the transactions took place within the system
• Monthly data back-up of your data
• Roles based access permission to different users
• Protect data from unauthorized access.

Intelligence Reporting

• Analytical Customer Portfolio Reporting
• Daily scheduled activity list for each sales executive
• Leads status reporting
• Call details performed against each lead activity