Customer Relationship Management

Customer Relationship Management

Customer relationship management software centralizes customer data and documents into a single database so the business users can have easy access to it. CRM composes client’s data across different channels and points of contact between the customer and the company. CRM software enables you to nurture the relationship with clients with thought of driving sales and sustain long term profitability. Business owners find it mandatory to personalize their interaction with customers to be competitive. CRM software can analyze, customize and integrate all processes.

Major advantages of using CRM software :

  • Develop insights for better decisions
  • Expand sales opportunity
  • Regulate sales and marketing
  • Form detailed sales forecast
  • Assemble data fast
  • Get real time data

Features of CRM software

Contact management
It organizes customer data into a unified location. Customer data can be easily saved or retrieved from the database.

Lead generation and follow up tracking
It helps in tracking and turning prospect leads into conversions. You can also track sales, deals and tasks and use them across all sales stages.

Use a CRM that syncs all your business processes with your operating system. Every business has its own challenges and a customized system gives you full control over all your needs.

Integrated analytics
CRM not just gather data but it mines, analyzes and presents the data in an appropriate manner/format whenever needed and further keeps you informed for future business decisions.

Mobile access
CRM software comes in android/ ios apps while some have responsive websites. CRM with mobile compatible feature gives access to complete functionality of your CRM at all times.

Remote access
CRM software must be cloud based in order to get access to all the data from anywhere with an internet connection.

Customer Relationship Management

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Modules and Functions CRM

Sales functions : CRM and Business management modules

  • Products Management
  • Quotes management
  • Orders management
  • Invoices management
  • Sending and Receiving emails
  • Templates and mailing
  • Opportunities follow up and sales force automation

Reports and dashborads statistics : CRM analytics

  • Statistic dashboard
  • Statistics and PDF reporting
  • Orders management
  • Dynamic statistic dashboard
  • Decision-making - Business Intelligence

Marketing functions : CRM Marketing

  • Manage leads and prospects
  • Marketing campaigns management
  • Emailing Campaigns , SMS , etc.
  • Direct Mail Campaigns
  • Social media

Employee management

  • Employee management
  • Leave and absence management
  • Mileage costs management
  • Travel expenses management


  • Data Import / Export of leaves and absences
  • User customization: configure tabs, filters and more
  • Access rights management for users
  • Team Management: Authorizations and access rights management