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Customer relationship management (CRM)

Customer relationship management (CRM) is a strategy for managing a company’s interaction with its customers with the goal of improving customer satisfaction, customer retention, and sales growth. A CRM System aides a company in achieving these goals by streamlining communication across different mediums and providing insights about the customer to key decision makers in the organization.

Customer facing teams such as Sales, Marketing, and Customer Support use a CRM System to communicate with customers, schedule appointments, nurture deals, manage customer complaints, send quotes, store customer information, and much more. As a result of this, a CRM System becomes the single source of truth for insights on sales, marketing, and customer support efforts.

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CRM Content

  • Contact & Lead Management.

  • Deal Management.

  • Pipeline Management.

  • Email Marketing with auto-responders.

  • Customer Chat.

  • Webform integration.

  • Appointment scheduling.

  • Projects Management.

  • Document sharing and Document analytics.

  • Billing, quotes, and discount approvals.

  • Data import & export via CSV files, web-to-lead forms, reports & customizable user dashboards

  • Role based access control

  • Support efficiently across every channel with a multi-channel help desk

  • Sales Automation.

  • Reporting and Analytics.

  • Customization.

  • Advanced Workflow configuration.

  • Lead Routing.

  • Manage Inventory & Prices, Build Quotes, Send Invoices & Track Payments

  • Integration with your email, phone, accounting and other applications.

  • Reminders/ Smart Notifications.

  • End to end sales cycle management from campaigns, leads, potentials, quotes, invoices..

  • Support automation using a customer portal and support tickets

  • Create effective Marketing Campaigns with selected list of client records

  • Deeply integrated calendar events