Customer Relationship Management

Our specialized CRM module will also assist you in uploading and securely storing all of your leads’ records. You will also be able to keep track of your day-to-day follow ups and campaingshere.
INDIAN ERP-CRM is the perfect solution for business development companies, ensuring success through our knowledge of business operations. It connects features like entire lead follow-up procedures, turns leads into customers, reports, Campaigns and Proposals, and much more.

Followup

Follow up covers everything from adding follow-ups and advanced follow-ups to viewing and logging follow-ups. Users will be able to effectively manage and track their follow-up activities, improving customer communication and ensuring important tasks are not overlooked.


Leads

Leads explains how to add leads, specify their source and life stage, save them, add follow-ups, and convert them to customers. It is a useful resource for individuals who want to effectively manage and convert leads in their CRM system.

Contact Login

In Contact Login, the user can add new contacts to configuring login details and managing commissions. Also users can effectively manage and track their contacts' login information, making it a valuable resource for anyone using the CRM system.

Proposal

Proposal will help streamline your proposal management process and improve efficiency in converting leads into customers.

Report

Reports offer valuable insights into follow-ups and conversions, allowing users to track and analyze their business progress effectively. Whether you want to analyze follow-ups by users, contacts, or leads to conversions, this will help you generate comprehensive reports for better decision-making.

Contacting us

If you have any questions about this Policy, please contact us.