Customer Relationship Management(CRM)

Small Medium Business CRM Software

CRM Software

Small businesses CRM without inhouse IT staff who require a simple

Customer Relationship Management Software

Over the years, we realized that small business users often require a simpler alternative to comprehensive CRM software. We created CRM to offer that alternative – a simple, intuitive, and user-friendly CRM for small businesses. CRM is specially use full to small businesses without in house IT staff who require a simple but efficient system to manage customers, contacts, phone numbers, emails, meeting notes, to-dos, and documents.

Manage Your Customers

  • All customer information – address, contacts, notes, activities, email, phone call are available in one place for easy reference.
  • Your important customer relationship details are centrally organized so that you can quickly access the information you need.
  • Categorize your contacts by fields that are relevant to your business such as status, source, priority, and industry.
  • Share information on customers and contacts with others in your organization, or let everybody see everything
  • Attach documents, agreements, proposals and other files against customer records.

Convert Your Leads

  • Lead Management. Monitor your leads from your first interaction through closure.
  • Import, qualify and assign leads. You can add contacts, enter notes, create tasks, and schedule activities right on the lead record. Ensure every aspect of the lead is covered as a lead moves through the sales process.
  • Send professional looking follow-up emails to contacts using time saving pre-formatted email templates.
  • Convert leads to opportunities and customers.

Track your deals

  • Create and manage multiple opportunities against leads and existing customers.
  • Specify a dollar amount and associate a probability for each opportunity being worked upon.
  • Know what your pipeline is worth at any point. Run forecast reports for an individual sales rep, a sales manager (and the team), or your entire sales force.
  • View a real time overview of sales, pipeline and sales funnel using our pre-installed sales dashboards.

Support your customers

  • Customer helpdesk. Manage customer support cases from submission to resolution.
  • The support rep sees all related information to the ticket at one place.
  • The support rep can get to see all related information to the ticket at one place. The details about the account, the support plan the customer is on and the contacts are presented along with the complete history of all activities performed on the ticket.
  • Escalate cases that stay in the same stage of the resolution process.
  • Get notified automatically when a case is opened, updated, or closed.