Benefits of using a CRM system
Admin Controls That Power Every CRM Module
User Control
Set roles and permissions, keeping sensitive data safe and accessible.
Admin Control Centre
Control all modules from one place to align operations and workflows.
Task Automation
Automate alerts, workflows, approvals, and routine tasks.
Customised Reports
Get the right and updated numbers across sales, services, inventory, and other business functions.
CRM Admin Tools to Manage Backend Business Operations
Dashboards for Complete Visibility
- Gives you access to a single view of data from all modules, like sales, support, etc.
- Teams get updated numbers and project status at any time.
- Create and design dashboards for leaders, operations, as well as teams.
User-Based Roles
- Provide role-based access to control every user’s view.
- Roles will get updated whenever a new member comes.
- Limited access based on roles helps to keep data secure.
Workflow and Automation Tools
- Align tasks and approvals as per your business processes.
- Set up thresholds and triggers for system alerts to reduce errors.
- Automatic follow-ups, updates, and reminders to save time.
Custom Configuration
- Choose language, currency, and time zones
- Set up Reports, screens, and layouts based on team requirements.
- Manage all modules- enable or disable at any time.
Systematic Interaction with Customers
- Create Standard emails, SMS, and PDF templates for your business.
- Strengthen your brand image with professional and consistent formats.
- Stay in touch with your customers for continuous feedback and improvements.
User-Friendly Interface for Customers and Teams
- Avoid missing deadlines, get alerts about contract renewals, and upcoming tasks.
- Customise Customer Portal Settings to match your business workflows.
- Give Self-service portal access to customers. Avoid follow-ups and give them a better experience.
Features of Our Module
Reset and Control Your Business Operations with Our CRM Solution
Automation and Customisation
Automate tasks and save follow-ups. Customised settings for global operations.
Customer Portal
Create and customise customer accounts and control access to records and info.
User Role Management
Control who sees what, and keep your CRM data secure and organised.
Modules Management
Enable or Disable Modules and get a real-time view of all operations in one place.
