Color Style

Which theme color you want to use? Here are some predefined colors.

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Customer Relationship Management (CRM) / Sales Force

Customer Relationship Management (CRM) Or Sales Force is a system for managing a company’s interactions with current and future customers. It involves technology to organize, automate and synchronize sales, marketing, customer service & technical support.

Every company or business requires customers. It is important to maintain the relation with the potential customers as well as customers.

We can give you customized CRM solution or use Open Source for CRM as per your need / requirement, company size, client base and your budget.

With CRM, you can track the response of your campaigns, add leads to the system, convert the leads to opportunities and opportunities to accounts (i.e client). You can also log the call or email activities, schedule meetings with clients and get reminders for every task.

Features of CRM

  • Manage Advertising Campaigns – Cost / Revenue
  • Leads Management
  • Opportunities Management
  • Contacts Management
  • Accounts Management
  • Support System
  • Logs Complaints / Cases
  • Task Management
    • Logs Calls
    • Logs Emails
    • Schedule Meetings / Meetings Management
    • Task Manager
  • Manage Calendar
  • Add Notes / Description
  • Email Management
  • Email Template Management
  • Documents Management (Add / Upload Documents and send attachment in emails)
  • Employees Management
  • Admin User Management
  • Admin Role Management
  • Localization
    • Time Management
    • Language Management
    • Currency Management
  • Excel Integration
  • Download Data

Customer Relationship Management is applicable to all those companies / business which focus on sales, customer relation & customer support. This product is applicable to various industries like Gym, FMCG Companies, Real Estate, Insurance, Call Centers, Hotels, Share Broking, Clubs, Tours and Travels & more. did good work for us. We created 3 portals with them and are happy with their work. The team at softwareinfoline are very co-operative and did accomodate any of our changes. - Nimit,