Customer Relationship Management (CRM):  Our cloud based CRM effectively manages leads, contacts, the sales pipeline, uses CRM analytics to forecast revenue and strengthens business relationships with your customers.

Business Benefits using our CRM Application:

• Generats more leads for your business by running targeted campaigns.
• Improves customer relationships.
  
• Improves team productivity by through automation and analytics
  
• Enhanced profitability through timely decision-making.
  
• Enhanced mobility for for iOS and Android users.
  

Key Features

• Analytics Dashboard - analyzes the performance of the sales team and the campaigns.
• Customizable email templates for Mass Email Campaigns with integration with third-party email tracking software.
  
• Campaigns management - Easily track the number of leads generated during each campaign, budget, and generate accurate reports.
  
• Sales Stage Automation - Converts the lead status from an account, opportunity won & loss, etc.
  
• Email to Lead - Customer emails will be automatically created as a Lead in CRM.
  
• Web to Lead - Enquires made on the website through contact forms, chatbot, and pop up forms will automatically be created as a lead in CRM.
  
• Lead Management - Create business criteria, standards to qualify leads and rank them as per the sales approach.
  
• Lead Conversion - Track converted leads regularly and download the lead conversion in the form of a report.
  
• Lead Auto-Assignment - Automatically assign leads to team members as per your defined command. Commands can be a specific region, Product, and Project.
  
• Contact Management - Manage lead contact information such as name, phone number, Mail ID, Date of Birth, designation, social media profile tags in a single view.
  
• Sales Process Mapping - Map team members with reporting managers by giving the managers an edge to see the performance of team members.
  
• Sales Forecast - Forecast sales revenue using pie charts & bar graphs based on the number of sales orders, yearly target & achieved target.
  
• Sales Automation - Automate sales routine for Group activities instantly.
  
• Sales Order Creation - Generate quotations & sales orders using inbuilt templates and share them with customers via mail.
  
• Integrate your accounting software - Instantly create an invoice by integrating CRM with thw accounting software.
  
• Social Media Integrations - can easily be integrated with Facebook, LinkedIn, Instagram, and Twitter.
  
• Inventory management - Effortlessly track product details such as the number of products in stock, model, price, specifications, etc.
  
• Multi-Currency support - Convert currency value accurately using currency convertor for quotations & sales orders.
  
• Territory based Access Controls - Assign leads and accounts to team members based on the region allocated to them.
  
• Activity Calendar - Easily plan your day to day activities and track your performance.
  
• Roles & Profiles - Define a clear set of roles & responsibilities for team members and allocate work accordingly
  
• Notifications - Get timely notifications for your planned tasks, meeting, emails, and follow-ups.
  
• Document Management - Store & manage sales proposals, Presentations, Brochures, Posters, and flyers in the cloud.
  
• Customer Support - Keep track of inquiries, feedback, and get notified instantly.
  
• Data Storage - Data is safely stored in the AWS cloud & administered regularly.
  
• Bid Tracker - Efficiently track bids proposed, submitted, lost, and won.
  
• Automatic software upgrade - Product features will be updated every year to offer the best products to customers. Newly added features will be automatically updated in your module.
  
• Customization - Highly customizable as per your business process flow, functionalities, Branding, & integrations.
  
• Web-Services Integration - Seamlessly integrate with any software as per your requirement. 
  
• Bulk import and export of data to/from the CRM database.
  

Customer Relationship Management by clearTECH