Accounting Module
September 6, 2017
manufacturing module
Manufacturing Module
September 6, 2017

Customer Relationship Management


Customer relationship management (CRM) is a term that refers to practices, strategies and technologies that companies use to manage and analyze customer interactions and data throughout the customer lifecycle, with the goal of improving business relationships with customers, assisting in customer retention and driving sales are designed to compile information on customers across different channels — or points of contact between the customer and the company — which could include the company’s website, telephone, live chat, direct mail, marketing materials and social media. CRM systems can also give customer-facing staff detailed information on customers’ personal information, purchase history, buying preferences and concerns.

CRM software consolidates customer information and documents into a single CRM database so business users can more easily access and manage it. The other main functions of this software include recording various customer interactions (over email, phone calls, social media or other channels, depending on system capabilities), automating various workflow processes such as tasks, calendars and alerts, and giving managers the ability to track performance and productivity based on information logged within the system.

Customer Centric CRM

Customers are of the utmost priority for any business as the business generates its revenues from them.

The CRM module allows you to track your best leads and opportunities. It allows you to customize the sales cycle, controls statistics and forecasts and set up marketing campaign automation to improve sales performance.

  1. Track Leads, Close Opportunities and get Accurate Forecasts
  2. Quotations and Sales
  3. Get Real time Statistics
  4. Acquire Leads
  5. Plan Meetings & Phone-call
  6. Follow Quotes & Sales Order
  7. Run Marketing Campaigns
  8. Manage Invoicing from sales order