Cloud CRM Features

What is CRM Software ? CRM software (customer relationship management software) is a tool that’s designed to help your organization offer your customers a unique and seamless experience, as well as build better relationships by providing a complete picture of all customer interactions, keeping track of your sales, organizing and prioritizing your opportunities, and facilitating collaboration between various teams.

Campaigns

You can use cloud CRM software to manage and create stunning marketing campaigns for better visibility and increase likely target conversations.
  • Create effective marketing campaigns
  • Give a personalized touch to your campaigns
  • Better customer services
  • Increased leads and sales

Leads

Our CRM solutions help you collect lead demographics and market funnel positions efficiently to help you identify the right leads.
  • Improved lead conversion rates
  • Real-time tracking of all sales processes
  • Better internal communication
  • Increased customer retention
Leads
Contacts

Contacts

Our CRM software is integrated with a contact data management feature that allows you to manage relationships and interact efficiently with prospects.
  • Build long-term client relationships
  • Reduce cost by eliminating the need for manual labor
  • Better customer satisfaction
  • Improved data management

Accounts

Encouraging easy transactions with your clients, CRM acts as a centralized platform for crunching numbers, trend mapping and cost reductions.
  • Serve your clients efficiently with our self-service online portals
  • Get insights into marketing and sales performance
  • Automate time-taking tasks
  • Capture and pursue quality leads
Accounts
Prospects

Prospects

From finding the right customer to building long-term relations, CRM solutions can help you increase sales and curate better marketing and sales strategies.
  • Identify right leads
  • Reduces sales cost
  • Build material relationships with clients
  • Better customer retention rate

RFQ

Request for quote (RFQ) further helps you contact potential prospects and get into business with them. CRM helps you identify quality leads for a more efficient RFQ process.
  • Identify quality leads
  • Customize your campaigns according to different customers
  • Build long-term relations with prospects interested in your business.
  • Increase sales

Quotations

Once you identify quality leads, you can use our cloud CRM software to create, download and send quotations to prospects.
  • Zero human errors
  • Better productivity
  • Precise quote generation
  • Higher customer satisfaction rate

Meetings

Ready to meet daily sales targets? You can use our CRM software and schedule regular meetings and ensure that everyone is part of the process.
  • Create score cards for the team
  • Create sales list
  • Embrace a smooth onboarding process
  • Auto-generated report mailers

Tasks

Better client relationships come from better and managed workflow. Our CRM solution allows you to organize your workload, check progress and ensure on-time goal completion.
  • View, manage and organize the team’s tasks
  • Record calls, meetings and other exchanges
  • Complete tasks automatically
  • Ensure proper and timely goal completion

Call Log

Our CRM platform allows you to record, maintain and organize all call logs with your clients. This gives your team a 360 view of customers and helps understand their needs in a better way.
  • Automatic call logging
  • Prioritize important calls
  • Automate time-taking, manual tasks
  • Track important details

Chat

You can leverage our Chat feature with our multi-integrated CRM solution to identify customer issues and resolve them in time.
  • Use our integrated live chat option
  • Higher customer satisfaction
  • Build long-term client relationships
  • Increased revenue

Documents Management

Document management can be a challenging task, especially if done manually. Our CRM’s documentation management feature allows you to store all relevant data in one place and access them easily.
  • Understand client needs and expectations
  • Eliminate manual tasks for safekeeping all documents
  • Manage all data anytime, anywhere
  • Eliminate the cost of hiring labor for manual document management

Calender

Calendar integration can help you view important dates, schedule meetings and stay active from anywhere. It also offers easy call follow-ups.
  • Easy follow-up calls
  • Encourages advanced planning for meeting objectives
  • Set email reminders for important meetings
  • Better customer satisfaction rate

Activity

CRM helps you provide detailed notes on your customer. From their preferences to expectations, you can personalize your campaigns to close on the prospects easily.
  • Increased sales
  • Increased conversion rate
  • Track real-time activity
  • Provide personalized touch to your campaigns

Client 360° View

CRM is all about client management. With all relevant information, real-time tracking and calendar integrations, your team gets a 360 view of the client.
  • The team can understand the needs of a client
  • Better delivery
  • Higher customer satisfaction rate
  • Faster response time

Case Management

Perhaps the best thing about CR is it allows you to track customer interactions. This can be of great help and allows the sales and marketing departments to access that information anytime.
  • Timely deliveries
  • Better goal completion
  • Easy access to all information
  • Higher sales

Project

With all relevant information present in one place, our CRM software allows your team to understand the client and manage their projects more efficiently.
  • Strategic alignment with sales, marketing and customer service teams.
  • Easy access to data for better deliverables
  • All contact information in one place
  • Faster goal completion

Milestones

Setting milestones can be a highly collaborative way to ensure team productivity and on-time goal completion. Peppy Books’ CRM technology allows you to set milestones for your team.
  • Track employee progress
  • Ensure better productivity
  • Higher quality of services offered
  • Higher retention rate

Project Tasks

Efficient project management is the key to customer satisfaction. With everything in a single place, our CRM allows your team to access all critical data easily and collaborate for proper goal completion.
  • Better management of customer lifecycle
  • Track completed and pending tasks
  • Ensure higher team productivity
  • Collaborate more effectively on client initiatives

Resource Management

Since most of the tasks, from document management to managing the team’s calendar, are automated, CRM helps you strike off mundane tasks and manage resources.
  • Lower costs
  • Better human resource management
  • Offer a streamlined process to track all important data
  • Stay well connected with prospects

Project Budget

Because CRM helps with eliminating mundane tasks and automating almost everything, it also enables you to decrease the project budget and meet all goals with the given resources.
  • Lower cost for hiring employees for mundane tasks
  • Highly automated processes
  • Zero human errors
  • Better project completion efficiency

Project Expense and Bills Booking

CRM is not always about generating leads. In fact, it also helps you save a lot of money by automating all mundane tasks.
  • A single platform for task management, holding important information and assigning tasks
  • Lower project completion expenses
  • Better customer management
  • On-time deliveries

Project Order and Invoice Generation

Generating invoices manually makes you prone to error. And, then, there’s also managing the invoices. With CRM, you can automate everything.
  • Generate e-invoices
  • Integrate cost structures with the accounting department
  • Ensure taxation compliance
  • Save time