CUSTOMER
RELATIONSHIP MANAGEMENT

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360-Degree View
of your Business
iew

View all critical data related to your Customers in one place. Dashboards provide an at-a-glance view of key performance indicators relevant to business processes. 

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Sales Team
Efficiency

Don't miss out on the big picture of your sales team. CRM includes out-of-the-box reports to monitor team performance and analyse the lead traffic or sales stage of all prospects. You can even collaborate to address leads or opportunities with multiple assignments or mentions.

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Digital
Marketing

CRM tool makes your lead closure soar. Use email campaigns for targeted marketing, send bulk emails to your customers with beautiful newsletters, and reap the benefits of your campaigns with granular analysis of lead sources.

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Omnichannel Interactions

Don't miss out on anything from your leads. CRM module makes it easy to convert all interactions into data so your sales team doesn't have to juggle between apps. With Call Popup, you can receive live notifications of incoming calls on your desktop. 

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Sales
Pipeline

CRM includes a real-time view of important sales and marketing opportunities. This helps you craft a strategy to increase your lead-to-deal conversion rates.

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On-The-Fly
Customisations

Map the data you care about by adding custom fields in your forms. Then customize form behaviour by auto-fetching values, hide fields based on user roles, and create custom print formats — all without a single line of code.

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Automate
Daily Tasks

Reduce overhead of manual work by setting up assignment rules (such as round robin or load balancing) to automatically distribute leads among the team. This leaves more time to respond to customers, empowering your sales team to meet commitments on time.

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Beautiful
Quotations

First impressions matter. Beautify your quotations and keep documents consistent with custom print format templates (using HTML or Jinja templating) and one-time configurations.

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Multi-Lingual

Available in more than 80 languages and the list is growing. Check out if your language is already supported.