CRM Software Development in Mumbai
CRM Solution.
We provide CRM software to provide a good value to our Mumbai customers. Having CRM software for business is great, small to large companies need a CRM, some features are basic or some are custom. CRM manages all your customers, so that they are well connected with you, as well as you are able to manage your employees as well. Whether you have a team of 10 to 50 or 50 to 5000 you will be able to manage well
Project Management Module CRM in Mumbai
You can easily create projects for clients and also keep track record of ongoing projects, You can assign a project to any of your team members, so you’ll have track of which of your employees have worked on the team again per this project. Within the project you can comment, then upload an attachment or even set a timesheet, You can give your clients access to project tracking so that they can track their ongoing projects or milestones.
Task Management Module CRM in Mumbai
Task management in CRM software is used to assign any task related to the ongoing project. For whatever task you are assigning to your own team member, you will also schedule the time so that he can finish the work within the duration. After the task is completed you or your assigned team member can modify the task status example for ” task completed “
Video Meeting Management Module CRM in Mumbai
You can also create video meetings for your team members or clients through the video calling module of the CRM software, as well as schedule timing and date duration of the video call meeting.
Client Management Module CRM in Mumbai
Client module used to add clients in CRM, You can also allow clients who can use any feature of the CRM example for video meetings, tasks, projects, estimates, You can allow clients who can see your team members, on-going projects, and more.
Lead Management Module CRM in Mumbai
You can add leads and update their records such as qualified, closed, or follow-up in the CRM software lead management module, Plus you can assign leads to your team member, Lead Management module helps you to manage your ongoing customer calls which are not confirmed customers You can add them in Leads module and update their status.
Sales Management Module CRM in Mumbai
In the sales module, you can estimate the project for your customer and send it by direct mail or in CRM, You can also generate invoices for a client project.
Finance Management Module CRM in Mumbai
There is a finance module that helps you for income expense entry. You can add company expenses with the date and also attach the receipt.
Team Members Management Module CRM in Mumbai
In the Team Member module you can add your employees to the CRM and allow them to access specific modules of the CRM software.
Chat Management Module CRM in Mumbai
CRM software’s chat system allows you to communicate with clients and team members.
Timesheet Management Module CRM in Mumbai
Timesheet module allows you to add tasks to the timesheet so that you can easily track whether the task is completed within the time and how many days are left for that task.
Gantt Management Module CRM in Mumbai
The Gantt chart shows the list of project tasks that are going to be completed within the given time period. Charts provide us with a virtual representation of projects that have not yet been completed by the deadline.
Calendar Module CRM in Mumbai
The calendar shows you the timeline of the project from which date to which date this task will be completed, New work will be done from this date. The timeline given in the calendar will be used in your project.
Todo & Notes Module CRM in Mumbai
You can easily add todo list with date and reminder
Calendar Module CRM in Mumbai
The leave Management Module helps you to manage all the leave taken by the employees.
Todo & Notes Module CRM in Mumbai
You can track your Income Expenses all reports or even just track an individual like Income
Calendar Module CRM in Mumbai
You can also add payment gateway in CRM and modify company details like name, address etc.
