CRM system includes customer master, customers inquires, inquiries distribution, follow-up, offer(quotation), offer's history, order acknowledgment, inquiry status, campaign revenues against expense, sale performance, etc.
CRM (Customer Relationship Management) is a strategic approach to managing interactions with customers, whether service-oriented or sales-related. It plays a crucial role in attracting, maintaining, and understanding customer needs, ensuring businesses deliver exceptional service and maximize profits.
By leveraging CRM systems, businesses can streamline lead management, enhance customer satisfaction, and boost revenue. A well-customized CRM adapts to different business needs, offering seamless sales tracking, customer engagement, and data-driven decision-making.
Key CRM Features: CRM streamlines customer interactions, sales, and service management. It includes Customer & Sales Management for transactions, opportunity tracking, marketing, and event management. Service & Support Management covers knowledge base, complaint handling, and customer care. Core Functionalities like Financial Management handle accounting, cash flow, and reporting. Task & Inventory Management ensures smooth task tracking, warehouse management, and stock control. Recruitment & Leads Management supports job postings and lead tracking, while Project & Office Asset Management oversees stock, financial projects, and error tracking. CRM & MIS enhance sales, analytics, and reporting, while General Features like performance tracking, import/export tools, and HR management help businesses optimize workflows and boost growth.
