CRM - Customer Relationship Management

CRM Dashboard

Customer overview, new leads summary, active opportunities, sales pipeline status, follow-up alerts, complaints summary, retention insights, sales team performance, conversion overview, engagement analytics

Gives management a real-time view of customer and sales activities

Faster decisions, better sales visibility, improved customer control

Customer Profiles

Customer details, customer type, contact person, phone, email, billing address, delivery address, category, account status, customer source, documents, notes, lifetime value, purchase history, balance, credit limit

Stores complete customer information in one place

Better customer understanding, improved service, easier account management

Lead Capture

Manual leads, website leads, social media leads, WhatsApp leads, email leads, phone leads, walk-in leads, referrals, campaign leads, source tracking, scoring, qualification, assignment, conversion

Captures and organizes potential customers from different channels

More leads captured, fewer missed inquiries, stronger sales pipeline

Contact Management

Contact database, multiple contacts per company, job titles, departments, phone numbers, emails, WhatsApp, social profiles, preferred contact method, tags, status, history

Manages customer contact persons and communication details

Easier communication, better relationship tracking, improved customer service

Customer Communication History

Email history, SMS history, WhatsApp history, call records, meeting records, quotation history, invoice communication, inquiries, support conversations, follow-ups, internal notes, timeline

Tracks every interaction with customers

Better continuity, reduced communication gaps, stronger customer experience

Calls, Emails & Meeting Logs

Call logging, missed call follow-up, outgoing and incoming calls, email tracking, meeting scheduling, notes, outcomes, next actions, responsible staff, date/time logs, response status

Records sales and service communication activities

Improved accountability, better follow-up discipline, clearer customer history

Follow-Up Reminders

Customer tasks, lead follow-ups, quotation reminders, payment follow-ups, meeting reminders, call-back reminders, renewal reminders, complaint resolution reminders, notifications, staff assignment, status tracking, overdue alerts

Ensures customers and leads are followed up on time

Fewer missed opportunities, faster responses, better customer retention

Opportunity Tracking

Sales opportunities, deal pipeline, opportunity value, close date, deal stage, probability, assigned salesperson, requested products/services, competitor tracking, lost reason, won records, notes, forecasted revenue

Tracks potential deals from inquiry to closure

Better sales forecasting, improved conversion, stronger revenue planning

Customer Segmentation

Segment by type, location, industry, purchase history, spending level, product interest, lead source, status, engagement level, VIP grouping, dormant grouping, campaign grouping

Groups customers for targeted sales and marketing

Better campaigns, improved personalization, higher conversion rates

Customer Complaints

Complaint registration, category, priority, assignment, status, deadline, notes, response tracking, escalation, history, root cause analysis, resolution report, satisfaction after resolution

Manages customer issues and service recovery

Faster complaint handling, improved trust, better customer satisfaction

Customer Feedback

Feedback collection, service rating, product rating, satisfaction score, comments, surveys, branch feedback, salesperson feedback, product/service feedback, positive/negative feedback, improvement recommendations

Collects and analyzes customer opinions

Better service improvement, stronger customer loyalty, clearer quality insights

Customer Retention Reports

Repeat customers, dormant customers, lost customers, lifetime value, purchase frequency, churn rate, retention rate, satisfaction trends, loyalty analysis, follow-up effectiveness, upsell, cross-sell, reactivation reports

Tracks customer loyalty and repeat business

Reduced customer loss, improved repeat sales, stronger long-term growth

Lead Management

Lead database, lead stages, source, priority, owner, notes, activity timeline, qualification checklist, nurturing, conversion report, unqualified leads, lost leads report

Manages leads throughout the sales journey

Higher lead conversion, better sales organization, improved sales accountability

Sales Pipeline Management

Pipeline stages, new inquiry, contacted, qualified, quotation sent, negotiation, won, lost, pipeline value, pipeline movement, bottleneck tracking, performance reports

Tracks sales progress from inquiry to closed deal

Better pipeline visibility, improved sales forecasting, faster deal movement

Quotation & Proposal Management

Create quotation from CRM, link to customer, link to opportunity, quotation status, approval, follow-up, convert to invoice, proposal documents, quotation history, lost reasons

Manages sales quotations and proposals

Faster quoting, better follow-up, improved quote-to-sale conversion

Customer Account Management

Customer statement, outstanding balance, payment history, credit limit, invoices, receipts, overdue payments, account notes, account status, finance follow-up history

Connects customer relationship data with account activity

Better payment tracking, stronger customer account control, reduced debt risk

Campaign Management

Marketing campaigns, audience selection, email campaigns, SMS campaigns, WhatsApp campaigns, social media leads, campaign budget, performance, conversion rate, ROI, leads per campaign

Manages marketing campaigns and lead generation

Better campaign targeting, improved ROI, measurable marketing performance

Task & Activity Management

Customer tasks, sales tasks, follow-up tasks, meeting tasks, call tasks, staff assignment, deadlines, priority, status, completed activities, overdue activities

Organizes daily sales and customer service activities

Better team productivity, improved accountability, fewer missed tasks

Customer Support Integration

Support tickets, customer issues, service requests, complaint escalation, ticket history, resolution tracking, support team assignment, service level tracking, support reports

Connects customer support with CRM records

Faster support resolution, better customer experience, improved service tracking

CRM Reports & Analytics

Lead reports, customer reports, pipeline reports, opportunity reports, conversion reports, follow-up reports, complaint reports, feedback reports, retention reports, source reports, salesperson performance, revenue by customer

Turns CRM data into actionable insights

Better management decisions, improved sales strategy, stronger performance tracking

CRM Automation

Automated lead assignment, follow-up reminders, customer notifications, email responses, SMS alerts, birthday messages, renewal reminders, payment reminders, dormant customer alerts, lead nurturing workflows

Automates repetitive customer and sales actions

Saves time, improves consistency, increases customer engagement

CRM Settings

Customer categories, lead sources, pipeline stages, opportunity stages, complaint categories, feedback forms, follow-up types, tags, user roles, permissions, notification settings, numbering formats

Configures CRM workflows based on business needs

Flexible setup, controlled access, scalable customer management