CRM Software Solution

products


CRM software tool which enables customer interaction, support and relationship management.
Basically, the term CRM is not just a piece of software it’s a customer relationship management tool, and the CRM is designed to do one thing, that most businesses use to manage the relationships with their customer’s interactions and analyze the data throughout with every single customer. Maintaining a relationship with the customer is an important aspect in every business otherwise it’s very tough to achieve success in business. The CRM solutions follow the basic principle of maintaining, updating, following-up on the contacts to build a long-term relationship with the client. CRM solutions help ease your business process and tasks, Saves a lot of time and labor cost. Every CRM solutions consist of unique features, we offer a user-friendly and customized CRM software by considering their business with the goal of improving business relationships with customers and driving sales growth with the best efficiency.
One important aspect of the CRM approach is the systems of CRM that compile informations from a range of different communication channels, including a company's website, telephone, email, live chat, marketing materials and more recently, social media. Through the CRM approach and the systems used to facilitate it, businesses learn more about their target audiences and how to best cater to their needs.

Dashboard

  • Calendar With Scheduled Tasks

  • Key Data (Opportunities, Tasks, Targets, Sales, Leads, Accounts, Contacts, Campaign)

  • Chart (Company Overview, User Overview, Bar Charts, Company And User Sales Funnel, Pie Charts)

Lead

  • Lead Managemen

  • Lead Conversion

  • Import & Export

  • Activities (Call Log, Email, Note, File Upload, Task Scheduling)

Account [Customer]

  • Account Management

  • Import & Export

  • Activities (Call Log, Email, Note, File Upload, Task Scheduling)

Contact

  • Contact Management

  • Import & Export

  • Activities (Call Log, Email, Note, File Upload, Task Scheduling)

Campaign

  • Campaign Management

  • Activities (Call Log, Email, Note, File Upload, Task Scheduling)

Opportunity [Job]

  • Opportunity Management

  • Stage History, Owner Change History, Amount Change History, Opportunity Pipeline

  • Activities (Call Log, Email, Note, File Upload, Task Scheduling)

Task

  • Task Management

  • Tasks Due Date Notification

Report

  • Customized Reports (Opportunities, Opportunity Closing, Opportunity Closed Lost, Sales, Target, Accounts, Leads, Contacts, Campaign)

  • Reports Export Option

Activity Log

  • My Activities, User Activities And All Activities With Duration

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CREATIVE ITES believes in developing and implementing the right, cost-effective solutions to address business and information technology challenges.

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