CRM (Customer Relationship Management)
We have solution to the Problems faced by business.
What are those problems?
- Companies are unable to track Leads
- Unable to allocate leads
- Unable to take followup of leads
- Unable to send Quotation on time
- Not able to take followup of Quotations
- Unable to track leads from multiple sources
- Unable to send monthly reminders or newsletter
- Unable to manage Employees
- Companies do not do task management
- Unable to use Payroll management
- Unable to send Quotation on time
- Not able to take followup of Quotations
- Unable to track leads from multiple sources
- Unable to send monthly reminders or newsletter
- Unable to manage Employees
What do we have?
Lead Management
Our lead manager can import leads that are generated from various sources like,- Indiamart, Justdial, Tradeindia, and any other sources that you have.
This helps to accumlate leads in one panel and can be organized in better way.
Employee Management
Our CRM Is equipped with a Payroll Management system. Your employees can see their leaves and attendance via CRM login. This will help you organize the employees and keep an eye on your empoyees
Quotations
Techno CRM has the easiest way to send quotation. You just need to go to CRM-> Leads-> Select the lead that you need to send the quotation->Click on Quotation and select ITEMs from dropdown and just send.
Our CRM will take all followups that is necessary.
Appointments
We have active appointment management system with this CRM, you will be able to get reminders of meetings before hand.
This will help you to never miss any meeting or call back infos.
Task Management
This module will ease up your brain. You do not need to remember any task to complete your project, you just need to create a task in this module and simply allocate the task to the concerned person.
At the end of the day, you will be able to see which task is pending.
There is a provision to create recurring task too
Invoice management
With this module you will be able to create and send invoice in one button. It will save your time to send and track invoices. You can note part payment as well as full payment with this invoice.
Invoice can be connected to your Payment gateway.
Modules
Lead Management
Accounting
Payroll
Newsletter
Inventory Management
Quotation Management
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