CRM SOFTWARE

An intuitive CRM platform with simple setup, customisation, interfaces, and tools.

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Why cloud-based CRM is better than
on-site CRM

Deployment

Cloud-based CRMs are hosted on the vendor's servers and accessed via the internet, whereas Onsite CRMs are installed and run on a company's in-house servers.

Cost Structure

Cloud CRMs typically operate on a subscription model with minimal upfront costs, while Onsite CRMs require significant initial investment in hardware, software, and infrastructure.

Accessibility

Cloud-based solutions offer access from anywhere with internet connectivity, promoting remote work. Onsite solutions often have limited access, mainly from the office network unless additional remote access solutions are implemented.

Data Security

While Cloud CRMs rely on the provider's security measures, businesses with Onsite CRMs have direct control over their data security protocols, which can be a double-edged sword depending on the company's resources.

Maintenance & Upgrades

With Cloud-based CRMs, the service provider manages maintenance, updates, and security. Onsite CRMs necessitate an internal IT team for ongoing maintenance and upgrades.

Discover CRM Software's ability to organise and analyse customer interactions throughout their lifecycle.

Accurate lead tracking: The first step to customer engagement

The journey begins with precise lead tracking, a crucial step facilitated by CRM's robust capabilities. This phase is foundational in capturing and nurturing potential customers, ensuring that no opportunity slips through the cracks.

Enhancing buyer intent analysis through CRM

Next, CRM software enriches the understanding of buyer intent through advanced analytics, allowing businesses to tailor their strategies to meet customer needs more effectively. This deeper insight helps in crafting personalised experiences that resonate with the target audience.

Synergy of Integrating communication channels with CRM

The integration of Email and WhatsApp with CRM heralds a new era of multi-channel communication, enabling seamless interactions across platforms. This convergence ensures that businesses maintain a consistent and engaging dialogue with their customers, fostering stronger connections.

Maximising revenue with CRM insights

Leveraging CRM insights, businesses can unlock strategies for revenue maximisation. Through detailed analysis and strategic implementation, companies can enhance their sales processes, driving significant growth and profitability.

Providing dependable after-sale support with CRM

Dependable after-sale support is paramount in customer lifecycle management. CRM software excels in this domain, offering tools that ensure customer satisfaction and loyalty post-purchase, which is critical for long-term success.

Explore features of CRM Software

Sales Force ​Automation For ​Accelerating ​Sales & Closing ​Deals

Lead Management

Capture and manage leads efficiently, ​guiding them through the sales funnel ​to optimise conversion rates.

Opportunity Tracking

Track sales opportunities in real-time, ​helping your team focus on deals that ​are most likely to close.

Sales Pipeline Management

Visualise the entire sales process, ​enabling better prioritisation and ​strategic planning for higher success ​rates.

Workflow Auto​mation

Automate sales tasks, follow-ups, and ​reminders, ensuring no lead or deal ​falls through the cracks.

Contact Management

Centralise customer and prospect ​information for easy access, ensuring ​consistent communication and ​relationship building.

Account Management

Manage and track all interactions with ​key accounts, ensuring a holistic view ​of each customer relationship to ​enhance long-term loyalty.

Quotation Management

Quickly generate, send, and track ​professional quotes, helping sales ​teams maintain accuracy and speed ​up the sales cycle.

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Marketing ​Automation For ​Targeted ​Engagement & ​Growth

Email Campaign Automation

Create, schedule, and automate ​targeted email campaigns to nurture ​leads and engage with your audience ​at the right time.

Lead Ma​nagement

Lead management automates the ​process of capturing, tracking, and ​nurturing leads, helping your team ​focus on high-potential prospects and ​driving conversions.

Social Media Management​

Social media management automates ​post scheduling, audience ​engagement, and performance ​analysis to optimise strategies for ​better reach and impact.

Campaign Performance Tracking

Monitor the effectiveness of your ​marketing campaigns with real-time ​analytics, helping refine strategies and ​improve ROI.

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Customer ​Support & ​Service For ​Exceptional ​Customer ​Satisfaction

Ticketing System

Organise and manage customer ​queries with a centralised ticketing ​system, ensuring quick and efficient ​resolution.

Knowledge Base

Provide customers with self-service ​options through a comprehensive ​knowledge base, reducing support ​load and empowering users.

Case Management

Track, prioritise, and resolve customer ​issues with an organised case ​management system, ensuring timely ​and effective support.

Customer Feedback And Surveys

Automate feedback collection to ​measure customer satisfaction and ​identify areas for service improvement.

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Subscription ​Management For ​Maximising ​Revenue & ​Retention

Automated Billing And Invoicing

Streamline recurring payments with ​automated billing schedules and ​invoicing, ensuring timely and accurate ​transactions.

Plan And Pricing Management

Easily create and manage various ​subscription plans and pricing tiers to ​cater to different customer needs and ​maximise revenue.

Renewal And Cancellation Handling

Automate renewal reminders and ​efficiently manage cancellations, ​reducing churn and maintaining strong ​customer relationships.

Usage Tracking And Analytics

Monitor subscription usage and ​performance with detailed analytics, ​enabling data-driven decisions to ​enhance service offerings and ​customer satisfaction.

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Project ​Management For ​Streamlined ​Execution & T​imely Delivery

Task Assignment And Tracking

Assign tasks to team members and ​track their progress in real-time, ​ensuring that projects stay on ​schedule.

Milestone Management

Set and monitor project milestones to ​keep the team focused on key ​deliverables and ensure timely project ​completion.

Team Collaboration

Facilitate seamless collaboration ​among team members with shared ​files, updates, and communication ​tools in one place.

Project Reporting And Analytics

Generate detailed project reports and ​analyse performance metrics to ensure ​efficiency and make informed ​decisions.

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Frequently asked questions

What is sales force automation in CRM?

Sales force automation in CRM refers to the use of software to automate business tasks such as inventory control, sales processing, and tracking of customer interactions, as well as analysing sales forecasts and performance.

How does marketing automation benefit my business?

Marketing automation streamlines, automates, and measures marketing tasks and workflows, increasing operational efficiency and growing revenue faster. It allows for personalised customer engagement at scale, improving lead generation and conversion rates.

Can CRM improve customer support and service?

Yes, CRM systems enhance customer support and service by providing a centralised platform to track all customer interactions, resolve issues faster, and deliver a personalised service experience, thereby increasing customer satisfaction and loyalty.

What is subscription management in CRM, and why is it important?

Subscription management in CRM involves handling subscription-based customer relationships, including billing, renewals, and customer inquiries. It's crucial for maintaining consistent revenue streams and providing ongoing value to customers.

How does CRM software enhance lead tracking and management?

CRM software enhances lead tracking and management by organising lead information in one place, automating the tracking process, and providing insights into lead behaviour, which helps in prioritising leads and increasing conversion rates.

What role does CRM play in customer data analysis?

CRM plays a pivotal role in customer data analysis by aggregating data from various touchpoints, providing actionable insights into customer behaviour, preferences, and trends, which businesses can use to tailor their strategies and improve customer engagement.

How can small businesses benefit from implementing CRM?

Small businesses can benefit from CRM by gaining a more structured approach to managing customer information, automating sales and marketing processes, improving customer service, and gaining insights that can help in making informed business decisions.

What are the key considerations when choosing a CRM system?

Key considerations include the system's scalability, ease of use, integration capabilities with existing tools, specific features relevant to the business’s needs, data security measures, and the total cost of ownership.

What measures do CRM systems take to ensure data security?

CRM systems ensure data security through various measures such as data encryption, secure access controls, regular security audits, compliance with data protection regulations, and secure cloud storage options to protect sensitive customer information.