360° lead tracking, visual sales funnels, and automated client communication.

CRM

Omnichannel Customer Relationship Management tool designed to turn prospects into loyal clients with Kanban sales pipelines.

Module Overview & Capabilities

Our Customer Relationship Management (CRM) Software helps businesses manage leads, clients, sales, quotations, contracts, follow-ups, and customer interactions from a single platform. Track every stage of your sales pipeline, improve customer relationships, automate follow-up activities, and increase conversion rates with powerful dashboards, reports, and workflow automation. Whether you're a startup or a large enterprise, our CRM helps you close more deals and grow your business efficiently.

Core Features & Capabilities (33)

Lead Management

Client Management

Contact Management

Sales Pipeline Management

Quotation Management

Proposal Management

Contract Management

Follow-Up Management

Task & Activity Management

Calendar & Meeting Scheduler

Sales Opportunity Tracking

Deal Management

Revenue Tracking

Customer Communication History

Email Integration

SMS & WhatsApp Integration

Document Management

Renewal Management

Sales Dashboard

Lead Status Tracking

Conversion Tracking

Reports & Analytics

Role-Based Access Control

Custom Lead Sources

Sales Team Management

Reminder & Notifications

Approval Workflow

Multi-Branch Support

Multi-Company Support

Cloud-Based Access

Mobile Responsive Interface

Data Import & Export

Customer Notes & Timeline

Included Sub-Modules & Components (2)

Lead Management

Capture leads from multi-channels, assign sales reps, track status.

Sales Pipeline

Manage deals through stages from initial call to closed-won.

Designed & Useful For

IT Companies Software Development Companies Digital Marketing Agencies Web Development Companies Sales Teams Real Estate Companies Insurance Companies Financial Consultants Banks NBFCs Travel Agencies Education Institutes Schools Colleges Universities Hospitals Clinics Pharmaceutical Companies Retail Stores Wholesale Businesses Manufacturing Companies Construction Companies Automobile Dealerships Service-Based Businesses Telecom Companies Event Management Companies Recruitment Agencies Legal Firms CA Firms Consultancies Logistics Companies Transport Companies E-commerce Businesses Startups Small Businesses (SMEs) Large Enterprises Franchise Businesses B2B Companies B2C Companies Organizations Managing Customers

ENTERPRISE DEPLOYMENT

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