img_not_found img_not_found

Request For Demo

img_not_found
img_not_found
images-not_found

What is CRM Software?

CRM stands for customer relationship management; it offers a way of tracking and managing interactions with prospects, leads, and customers as they move through every stage of a company's sales cycle.

While ERP can let you focus on running your business, CRM tools help you focus on customers. CRM software helps businesses improve customer relationships by organizing and automating communications and activities across all customer-facing departments including sales, marketing, and customer service.

CRM software provides a level of automation that enables businesses to run smoothly and efficiently. And because every customer interaction is stored in a single place, you and your team can nurture these relationships at every stage.

images-not_found

We Are Different From Others.

Cell: +91 8483060322

Contact Us

Why is CRM software important for a small business?

As a small business, you might think there’s no room in the budget for customer relationship management software. Many CRM tools are more affordable than you might have thought, such as our Cloud-CRM.

It’s very important for small businesses to prioritize CRM. This way, before your business grows, you’ll have a solid grasp on how to manage your customers. By importing all your customers into one list, you can see who’s who, sort and filter them for targeted campaigns, and even do lead scoring.

With a cloud-based CRM software, you can also make your customer service more efficient as you answer customer queries faster. This improves the satisfaction of your customers and bolsters your company’s reputation in the process.

Also, you can use CRM to shape your sales and marketing techniques. Very importantly, your software acts as a revenue tracker, reviewing the sources of income your campaigns generate as well as how much. Every last cent matters to a small business, so seeing what comes in lets you plan better for your financial future.

Icon_not_found

Features


images_not_found

Dashboard

Cloud-CRM dashboard is an excellent place for a quick overview of your daily/monthly sales results. we have added graphs, charts, and key performance indicators to dashboard to instantly notice trends in your sales performance.

Details +
images_not_found

Lead Management

A lead management feature will help you to identify your leads and the actions they've taken along the sales cycle. Through the lead management process, you'll be able to score your leads and, if needed, filter them off to a different member of your team.

Details +
images_not_found

Follow Up Management

Sales executives can update their follow-ups (Visit, Phone, Mail) and keep the team informed about follow-up. Automated daily report generated per sales executive as per follow-up data.

Details +
images_not_found

Quotation Management

Standardize your quote formats. Send quotes to customers directly by mail and whatsapp. Auto Item master and price reference per customer, so you remain updated on the quoted price.

Details +
images_not_found

Whatsapp Messages

Our CRM allows admin to chat with customers on WhatsApp via CRM itself. This feature significantly allows you to take advantage of WhatsApp to handle business with customers while eliminating other distractions of WhatsApp away.

Details +
images_not_found

Reminder

Our CRM's reminder feature helps your business to keep customers happy. Admin can add reminders against customers to keep the service integrity and quality at its top. Added reminders do appears in calendar on dashboard.

Details +

Icon_not_found

mange your enquiries in 3 easy steps

images_not_found
images_not_found

enquiry

images_not_found
images_not_found

follow-up

images_not_found

closure

images-not_found
images_not_found
// FAQ.

Frequiently Asked Question.

Your CRM trial is set for 14 days. If you find you need longer, do get in touch with your Account Manager and they will extend the period for you.

Yes, we’d be pleased to demonstrate Cloud-CRM through an online conference call at a time to suit you. We generally allow 1 hour for this and we can organise for any number of your colleagues to join in. Contact us on info@cloud-crm.in

With our CRM pricing plans you can choose to pay monthly or annually. All annual payments come with a discounted user price. Your commitment runs until the end of your paid-up subscription period. Therefore, if you cancel, after that you will no longer have access to your CRM system.

Cloud-CRM guards data for thousands of customers, making sure that their data is secure, backed up and confidential. We understand that we have a high duty of care to protect customer data and our internal policies and procedure reflect this.

The Cloud-CRM is highly customisable and can be modified to fit your needs, offering self-service options as well as a full Customisation Service. For more complex requirements we will work with you to create a truly customised solution for your pipeline and processes that will enhance your performance and deliver competitive advantage.

To discuss your unique business needs, contact us on info@cloud-crm.in and we’ll draw up a specification and quotation for the work.