CRM Module
Streamline your customer relationships and boost sales with our comprehensive CRM solution
Powerful Customer Relationship Management
Our CRM module provides all the tools you need to manage customer interactions, track leads, close deals, and integrate with popular communication channels to enhance your sales pipeline.
CRM Portal
A centralized dashboard to manage all customer interactions, track activities, and monitor team performance.
Leads Management
Capture, track, and nurture leads through the sales funnel with automated workflows.
Deals Management
Visualize your sales pipeline, manage opportunities, and forecast revenue.
Whatsapp Integration
Connect with customers directly through Whatsapp within your CRM interface.
Email Notification Integration
Automate email communications and track customer interactions.
Module Details
1CRM Portal
The CRM Portal centralizes customer relations with tools for team management and analytics.
Key Features:
- Unified customer dashboard with 360° view
- Activity tracking and timeline visualization
- Real-time team performance metrics
- Customizable reporting tools
- Mobile-responsive design
2Leads Management
Convert more prospects into customers with our intelligent lead tracking and nurturing system.
Key Features:
- Automated lead capture from multiple sources
- Intelligent lead scoring algorithms
- Automated follow-up workflows
- Conversion tracking and analytics
- Marketing automation integration
3Deals Management
Manage your entire sales pipeline with visual tools and forecasting capabilities.
Key Features:
- Drag-and-drop pipeline management
- Revenue forecasting tools
- Document and proposal management
- Win/loss analysis reports
- Team collaboration features
4Whatsapp Integration
Seamlessly integrate Whatsapp business communications directly into your CRM workflow.
Key Features:
- Two-way messaging interface
- Automatic conversation logging
- Quick response templates
- Broadcast messaging capabilities
- Media sharing support
5Email Integration
Enhance your email communication with powerful CRM integration and tracking.
Key Features:
- Send/receive emails from CRM
- Email templates and signatures
- Open and click tracking
- Automated follow-up reminders
- Bulk email campaigns
CRM Features
360° Customer View
All customer interactions, history, and data in one place
Automated Workflows
Save time with automated follow-ups and task assignments
Real-time Analytics
Make data-driven decisions with comprehensive reports
Mobile Access
Access your CRM anytime, anywhere from any device
Team Collaboration
Share information and collaborate seamlessly
Customizable Fields
Tailor the CRM to your specific business needs
