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CRM Software Features In India

Customer relationship management software can take a lot of the workload for business processes, mainly the sales method. A CRM solution along with its native integrations into key marketing technologies like marketing automation make for an amazing opportunities for small businesses and large enterprises to thrive.

Now quite ever, businesses have to be compelled to with expertise manage prospects, opportunities and existing customers with great care. Using a CRM platform is a vital part of that strategy.

Having deployed many different CRMs for different business sizes, our firsthand CRM there are many features and functionalities you must consider before purchasing and implementing a CRM system. But, it really boils down to 2 key points. To select the right CRM, you need to:

  1. know all of the available CRM features are, and

  2. know what specific CRM functionality your team and company needs.



To maintain the first problem below is our CRM software features list for your study. We have also built a convenient CRM checklist, as well. Remember that not all systems are going to have this full list of CRM features so you require to define what you need and do your search.

  • Contact Management

This feature allows you to organize your contacts into groups and into any context that you see fit.

  • Lead Management for determining high-quality leads

The technology now allows a business to determine the best customers to follow up with based upon demographic and psychographic factors.

  • Reports and Dashboards

Users can read statistics in a top visual, participating perspective using customized reports and dashboards.

  • Customizable Home Screen and Layouts

The UI of the program is flexible enough to accommodate the visual perspective of everything including the home screen. Layouts can also be changed.

  • Sales Analytics

Create better sales campaigns in the future by analyzing the hard data of past campaigns.

  • Mobile CRM including a Mobile Application and Alerts

Take CRM on a remote device using mobile CRM programs. A user may also receive valuable notifications a few CRM program being managed from a central location on a mobile device.

  • Inside Sales Console

The platform for improving sales performance by a more efficient UI is known as the inbuilt sales console.

  • Sales Performance Management

With this platform, a manager can easily see what aspects of the sales team are performing well and which need improvement. Data can be organized by salesperson or by other data.



Our CRM software features in India allows you to create custom quotes & invoices on-the-spot. The system allows multiple tax rates, group and line item discounts, multiple layouts, price tuning using margin or markup, plus a quote approval workflow if needed. The PDF form designer will also be used to make layouts according to you.

Sales Orders may be created as an intermediate step between Quotes and Invoices. Packing slips and order confirmations could also be made and emailed as PDFs. Every sales order can generate one additional Invoices. Purchase orders will be made from sales orders and automatically emailed to clients. The buy orders list view highlights any unpaid items, and an open purchase orders report allows you to track all outstanding POs.

CRM also provides client service and support divisions making businesses efficient and improving customer satisfaction. In any business, the base-line of CRM workflow is to initiate marketing, process sales, schedule orders and provide support .

The bane of a salesperson is the little tasks that take up most of their time. Imagine the amount of leads that come in on a daily basis. Now, if you have to manually check them and update their status and owner, then half your productive day is gone. Today’s CRM systems come with options that allow you to set tasks, rules and other features to assist you to automate these everyday tasks and concentrate on what you do the best.



For any organization or team to work efficiently and without any internal conflicts, it is necessary for the system to be transparent. Working together, sales teams may get demoralized if they think they are being treated unfairly or if they feel other are being favored more. CRMs help solve this problem as well. You can use them to communicate internally as well.

One of the major points of dispute would be the assignment of leads. By automating the entire process, your team would be rest assured that the process has been impartial. This is important in keeping up their morale.



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