Customer Relationship Management

Customer Relationship Management

Customer Relationship Management(CRM) module helps companies create profiles for prospects, move them to existing/new customer list, fix credit limits, schedule appointments etc. & manage company’s interactions with them. This module meets the most critical needs of the organization and helps discover customer preferences.


Further, log details such as source of the lead, contact address, current setup and usage, type of lead, industry segment & geography and the potential of the lead to improve business intelligence and attain greater success.


  • Create Customers/ Suppliers/ Agents Profile
  • Mange entire sales leads & quotations
  • Schedule appointments & get notifications
  • Extensive reports for analysis
  • Batch wise sales pipeline report
  • Feasibility to re-allocate sales persons
  • Monitor Sales person wise Progress history


  • customer experience
    Improved Marketing Efforts & Customer Experience
  • automated analytics and report
    Automated analytics and Reporting
  • Administrative Support
    More Administrative Support
  • Increased Accountability
    Increased Accountability
  • Identifying the sources of customer growth
    Identifying the sources of customer growth
  • Communication Team Collaboration
    Better Internal Communication / Team Collaboration
  • empowered sales management
    Empowered Sales Management
  • enhanced contact management
    Enhanced contact management
  • Eliminate tedious data entry and duplication
    Eliminate tedious data entry and duplication
  • critical business procedures
    Standardize critical business procedures
  • Makes forecasting simpler & accurate
  • customer satisfaction and retentionIncreased customer satisfaction and retention

Product Features

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