iCRM is a solution for Marketing, Sales & Support of any organization. It helps
managing interaction with clients/prospective clients or maintaining co-ordination
between back office, front desk & Field staff. iCRM uses technology to organize
and automate business processes. The ultimate goal of implementing a CRM is to find
new leads, convert prospects into clients and retain existing clients. iCRM helps
grow your business as well as the productivity of your employees to attain maximum
Select Multiple Theme.
Here many beautiful themes built-in to spice up the appearance of your desktop.
There are many categories of themes based on colors and fonts. Theme selection is
provided on the login window.
H+ on Home Page left side middle of screen is constant announcement board. While
user busy doing some operation in the application and any new action taken place
which requires to bring to notice, system will notify immediately on H+ “with Green
Mark of new action”.
Quick Create feature available for multiple most important actions and frequently
use places. Work intelligently and makes CRM collaboration easy.
This would be one of the key features of CRM software. Reports would be based on
data collected from different functionalities of the system. It could be as simple
as, how many customers we have, how many sales made, how many new customers joined
to sales forecasting and key metrics which would help in taking better decisions…
Manage Customer Accounts:
User can manage different Categories of customers(According to response for the
sale) Manage Customer sales order, Contact for further procedure, Expected amount
to be paid by client.
Perform Automatic allocation of leads to sales person according to response of the
Track sales opportunities:
Perform filtration of the leads according to Percentage to win the deal.
Can manage leads according to client interest in Products.
Manage Generated Revenue according to sales person’s individual target. Manage target
for future revenue generation for individual user. Calculate revenue Monthly-Yearly
Follow up sales Activity
User can have Information about all important customer calls, store customer meetings
and calls in an intuitive calendar, manage daily tasks, invite iCRM users, leads
and contacts for public events.recurring events with daily, weekly, monthly and
yearly frequencies. for a quick reference in future.
Through this functionality we can manage tasks which need to be done in coming future,
Keep record of daily incoming and outgoing call list of users.
Keep reminders on particular date for their appointments, meetings, events and daily
Project is unique and innovative module in CRM. Project provides ability to more
organize, house and share activities related to long term sale process. Project
is Bird eye view of all the actions under one roof. This helps project owner to
manage various tasks/users at various time and even track by cost and time.
Alert the intended audience in your organization when a big deal closes or is in
near completion state
Set up lead assignment rules to automatically assign leads to the sales persons
in your sales organization.
Set up email notifications with predefined email templates so that upon triggering
a workflow rule, predefined email notification will be sent to all the recipients.
Alerts & Notifications
Alerts & Notification section allows to configure customize announcement by any
individual user or by Admin for any user. Setting up alerts on any action for any
modules/features by multiple communication option with advance features are available.This
is not available in Basic Edition.
Document Management is virtual data (Store) room for store & track. Manage Files
and Folders which are in Physical form or in softcopy. Module allows powerful search
& graphical view of locations., The system will provide Default storage for each
organization to store the data.
Customer care module helped transform the company’s post sales activities in a more
effective and efficient way.