CRM PRO

It takes care total customer relationship management of your organization. It has RM module, Service Management (SM) module. Through SM module issues, observation and feedback of customer are recorded and action is taken properly.

CRM PRO has brought a revolution for customer relationship management

Customer Relationship Management:
Service management
RM
Admin module
Lead management
Issue tracking
Aging report
Service management
Alert management within/outside
Document upload
Any device compatibility

CRM Pro is a comprehensive Customer Relationship Management system aimed at helping businesses build stronger, long-lasting relationships with their clients. It tracks customer interactions, manages leads, automates sales processes, and offers personalized communication to enhance customer satisfaction. With features like contact management, deal tracking, email automation, and reporting, the system enables businesses to optimize their sales pipelines and identify opportunities for growth.

Through its RM module, relationship manager of the company is handled including lead management, issue tracking, aging and other functionalities. CRM Pro also includes analytics to measure customer engagement and feedback, helping companies adjust their strategies for better results. Its integration with marketing and support platforms ensures that businesses can provide consistent, high-quality service across all touchpoints.

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Standout Features of CRM Pro

User-Friendly Dashboard

The CRM Pro dashboard delivers a comprehensive overview of essential business metrics, offering users a clear understanding of their operations. It provides detailed information on the total number of leads and organizes them into various categories for easier management. Daily activities, such as follow-ups, are highlighted to ensure no tasks are overlooked. The dashboard also tracks the overall customer base, giving insights into engagement and growth. For service management, it showcases a complete breakdown of all services offered, organized by categories, while also monitoring the status of ongoing and completed tasks. This holistic view ensures seamless tracking, effective planning, and improved decision-making.

Lead Management

The Lead Management module of CRM Pro provides a robust and organized system for effectively handling leads. It includes detailed lead information, allowing businesses to track and categorize leads by type and associated service categories. Each lead is assigned to a responsible team member, ensuring accountability and streamlined follow-up. The module also tracks the current status of each lead, schedules the next follow-up action, and facilitates easy management of related documents through attachment features. Additionally, remarks can be added to record important notes or updates, ensuring clear communication and a well-documented history for each lead. This comprehensive approach simplifies lead tracking and enhances conversion opportunities.

Customer Information

The Customer Details section of CRM Pro provides a centralized platform for managing essential client information. It includes fields for the company name and the primary contact person, ensuring clarity in business relationships. The address section offers comprehensive details, covering location specifics such as the division, district, and police station, facilitating accurate record-keeping. Additionally, the contact information ensures seamless communication and accessibility, making this section an invaluable tool for maintaining detailed and organized customer profiles.

Service Category

The Service Category section of CRM Pro provides an organized framework for managing and tracking service-related information. It includes detailed service descriptions, ensuring clarity about the services offered or requested. Each service is assigned to a specific team member or department, indicated in the “Deal by” field, to establish accountability and streamline operations. The section also tracks the current status of the service, enabling users to monitor progress and address any pending tasks promptly. Additional remarks can be added for important notes or updates related to the service. This structured approach ensures efficient service management and enhanced customer satisfaction.

Lead Generation Process

It begins with creating a new lead, which automatically generates a unique lead ID. Users can then input customer details, including contact information, and categorize the lead by selecting the appropriate lead type and service category. The lead is assigned to specific staff members, with a status set to reflect its current progress. Additional remarks can be added for detailed notes.

Once created, leads can be viewed, updated, and managed effectively. Users can create call logs with remarks, add notes, and search for leads by name. Filtering options enable sorting by date, address, staff, or other criteria. Lists, such as today’s created leads, follow-up lists, or unscheduled tasks, can be exported for further analysis.

Complete Service

This module offers a complete overview of completed services, allowing users to easily access and view detailed service information. Users can search for past services by job ID, making it simple to locate specific service records. The module also supports exporting completed service lists for reporting or analysis purposes. Additionally, users have the option to delete old service records, ensuring the system remains organized and up-to-date. This comprehensive approach ensures efficient service management and facilitates seamless tracking and reporting.

Employee Module

The Employee Module of CRM Pro is designed to enhance productivity and streamline employee tasks through a centralized platform. The dashboard provides an overview of assigned leads, today’s follow-ups, pending services, and assigned customers. Employees can efficiently manage leads by creating new entries, automatically generating lead IDs, adding customer details, selecting lead types and service categories, and assigning them to themselves or leaving them unassigned. The module also supports updating statuses, adding remarks, creating call logs, and filtering or exporting leads for seamless tracking and management.

In the Services section, employees can create new services, view and serve existing ones, update job details, and export job lists. The Profile section allows users to update personal information, change passwords, and manage profile pictures. Additionally, the Customer section provides a list of assigned customers, enabling employees to view customer details, edit information, move customers back to leads, and filter or search based on various criteria.

With tools for follow-up management, job tracking, and customer handling, this module ensures employees have everything they need to work efficiently and effectively