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Customer Relationship Management

ABOUT THIS MODULE

Customer Relationship Management

Customer Relationship Management Software

Our CRM module is purpose-built to help businesses drive profitability by streamlining customer interactions and internal workflows. With a focus on improving efficiency, personalization, and data-driven decision-making, this powerful tool supports every stage of the customer lifecycle. 

 

Key Features: 

  • Streamlined Sales Workflows 
    Automate and simplify your sales process—from lead generation to deal closure. The CRM module enables your sales team to manage prospects, track activities, and gain real-time insights into sales performance, freeing them to focus on building relationships and closing deals. 

 

  • Centralized Marketing Contact Management
    Effortlessly manage and segment your marketing database. Organize contacts, personalize outreach, and ensure consistent, targeted communication with both potential and existing customers for more effective campaigns. 
  • Quotation Management
    Quickly generate, send, and track professional quotations. The system ensures accuracy and consistency, helping to speed up response times, enhance customer satisfaction, and shorten the sales cycle. 
  • Smart Pricing Optimization: 
    Use historical data, market insights, and customer trends to set and adjust pricing strategies. The CRM helps you stay competitive while maximizing profit margins. 
  • Automated Administrative Functions
    Reduce administrative overhead with built-in tools for managing invoices, contracts, and customer support. These features help ensure operational efficiency and improved documentation. 

By consolidating all customer-related data and interactions in one centralized system, the CRM module empowers your team to better understand and serve your clients. It strengthens customer engagement, boosts retention, and supports long-term business growth through smarter, more strategic relationship management. 

Empower yourself to manage all your company’s relationships with customers and potential customers through technology.

Pricing Management

Tariff Maintenance, Master Rates, Origin Charges, Destination Charges, Freight Charges, and more...​

Reporting & Analytics​

Consolidated dashboard, performance reports, sales performance reports, enhanced analytics, visual presentations, and much more.

Sales
Activities

Customer Creation, Sales Lead assign, Sales Call, Meeting Schedule Creation, Making Quotation, Quotation Reports, Making Bookings using Quotation

Support
& Help

Customer Feedback, Customer Enquiry, Internal Flash News Option

Sales

Customer Contact and sales territory management

Pricing

Pricing and Quotation modules