What is a CRM Software and how to use it?

CRM Software improves and automates your Sales, Marketing, Support, Inventory, Billing, etc.

Click here to understand How to Use CRM Software and experience all the below mentioned features.

Now a days CRM Software is used by business both small and mid-sized and even large corporates to manage their front and back office activities.  Apart from sales, marketing and support it can also be used as a single point software to manage billing, inventory and other custom purposes. With our hosted plans you can expect all these features and beyond.

Our CRM Software is more than just a simple automation software. With built-in solutions that range from email marketing, to activity and project management, you can further manage contacts, clients, leads, campaigns, customer support, ticket system, opportunities, reporting, calendar which includes your calls/appointments/meetings etc. and beyond.

Some of the features at a glance below are just few things that you can do with your CRM Software with us.

Sales Force Automation

  • Lead Management
  • Sales Quotes
  • Opportunity Management
  • Account & Contact Management

Inventory Management

  • Products Catalog
  • Vendor Management
  • Price Books
  • Purchase Orders
  • Invoices
  • Sales Orders

Product Customization

  • Custom Fields
  • Custom List Views
  • Pick Lists
  • Currency Customization
  • Drag & Drop Modules

Marketing Automation

  • Campaign Management
  • E-mail Templates
  • Mass Mailing
  • Mail Merge Templates

Email integration and Extensions

  • Email Client
  • Outlook Plug-in

 

Customer Support & Service

  • Trouble Tickets
  • Customer Self Service
  • Knowledge Base
  • Online Knowledge Base

Calendar & Activity Management

  • To Dos, Calls & Meetings
  • Activity History
  • Shared Calendar
  • Recurring Events
  • E-mail Notifications
  • Notes

Security Management

  • User Management
  • Roles
  • Profiles
  • Groups
  • Organization-level Access Control

Reports & Dashboards

  • Key Metrics
  • Customizable Reports
  • Pre-built Reports
  • Pre-built Dashboards
  • Report Folders